hard · Debt Capital Markets primary-issuance-syndication

An issuer runs a dual-tranche EUR transaction: a 5-year fixed and a 5-year FRN, both senior unsecured, same seniority. The fixed tranche prints at MS+80; the asset-swap (ASW) spread of the fixed tranche at reoffer is MS+86. The FRN prints at E+82 (DM = discount margin). The syndicate wants the two tranches to be 'arbitrage-neutral' so neither cannibalizes the other.

Ignoring tiny basis effects, which condition best indicates the two tranches were priced consistently against each other?

  1. The FRN's discount margin should equal the fixed tranche's reoffer spread to mid-swaps (E+82 vs MS+80), since both reference the same swap curve at the same maturity.
  2. The FRN's discount margin should equal the fixed tranche's asset-swap spread (E+82 vs MS+86), because the ASW spread is the floating-rate equivalent of the fixed bond and is the like-for-like comparison to a FRN's DM.
  3. Arbitrage-neutrality requires the FRN coupon (E + margin) to equal the fixed coupon, so the 4bp gap between E+82 and MS+86 reflects a pricing error in the fixed leg.
  4. Consistency requires the fixed reoffer spread to exceed the FRN DM by exactly the swap spread, so MS+80 vs E+82 with a 2bp gap is the neutral relationship.

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