Monthly review
The full calendar, one screen, criteria published
Each month, roughly 135 to 200 new notes hit the calendar. We read every term sheet (income, growth, callable, and principal-protected) and run each note through the same published criteria. What follows is the screen output: which notes passed, which got cut, and the reasoning, written for the professionals who have to choose from this calendar.
August 2026 Structured Notes Review: The 23 That Passed the Screen
We screened all 135 structured notes on August's new-issue calendar against the same criteria as June and July. Here are the 23 that passed, sorted by strategy, with the terms and the reasoning.
Read →July 2026 Structured Notes Review: The 16 That Passed the Screen
We screened all 133 structured notes on July's new-issue calendar against the same criteria as June. Here are the 16 that passed, sorted by strategy, with the terms and the reasoning.
Read →June 2026 Structured Notes Review: The 36 That Passed the Screen
We screened all 150 structured notes on June's new-issue calendar against stated criteria. Here are the 36 that passed, sorted by strategy, with the terms and the reasoning.
Read →Never miss a screen
One email a month when the new screen is out. For financial professionals.