Monthly review
The full calendar, one screen, criteria published
Each month, roughly 100 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.
October 2026 Structured Notes Review: The 20 That Passed the Screen
We screened October's new-issue structured notes calendar against the same criteria as every month since June. Twenty passed. The snowball and protected growth notes paid noticeably more, and the crypto notes paid less.
Read →September 2026 Structured Notes Review: The 22 That Passed the Screen
We screened September's new-issue structured notes calendar against the same criteria as June, July and August. Here are the 22 that passed, sorted by strategy, with the terms and the reasoning.
Read →August 2026 Structured Notes Review: The 23 That Passed the Screen
We screened every structured note 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 every structured note 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 every structured note 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.