
Terms used in trading, referring to fees on both purchases and sales.
Abbreviation for the Europe, Australia, and Far East Index from Morgan Stanley Capital International.
When an option or other financial security is exercised before the due date or expiration.
A retirement plan provision which allows an employee to retire before the firm’s official retirement age.
A fee charged on fixed-term assets if money is withdrawn before a preset maturity date.
A benefit contingent on how long an employee has worked for an employer.
Compensation from participation in a business, including wages, salary, tips, commissions and bonuses.
A relief from the Social Security tax for working, low-income individuals.
Earnings not paid out as dividends but instead reinvested in the core business or used to pay off debt.
An asset which provides income.
Calculated by the following: Total Revenues minus cost of sales, operating expenses, and taxes, over a given period of time.
Abbreviated as EBIT.
EBITDAR. An approximate measure of a company’s operating cash flow based on data from the company’s income statement.
EBITDA. An approximate measure of a company’s operating cash flow based on data from the company’s income statement.
The rate used by banks to determine the allowable credit they will provide for the use of a customer’s balances on deposit with them.
The expected quarterly or annual earnings of a given firm, as estimated by an analyst or other market individual or firm.
A measure of growth in a firm’s net income over a specific period, often one year.
The most common measure of how expensive a stock is.
A firm’s estimated P/E ratio, adjusted for the current level of interest rates; used for purposes of valuation
Abbreviated as EPS, refers to the Total earnings divided by the number of shares outstanding.
Federal Funds Rate (or Fed Funds Rate) – the interest rate banks charge other banks to borrow money.
An official quarterly or annual financial document published by a public firm, showing earnings, expenses, and net profit.
An earnings report that differs from the consensus forecast, i.e. what analysts were expecting
In equities, earnings yield refers to the return dividends earn on a share, expressed as a percentage.
An arrangement in which sellers of a business receive additional future payment, generally based on future earnings.
An arrangement in which an acquirer of a firm provides financial incentives to the existing management to encourage strong future performance.
A right, giving individuals other than the owner permission to use a property for a specific purpose.
The official currency of East Caribbean.
The currency of East Timor.
A central bank policy designed to stimulate economic growth by lowering short term interest rates, making money less expensive to borrow.
The act of an underwriter of purchasing his or her own stock when he cannot find enough buyers.
Abbreviation for Earnings Before Interest, Taxes, Depreciation and Amortization,…..
Abbreviation for Earnings Before Interest and Taxes, …………..
Abbreviation for Earnings Before Interest, Taxes, Depreciation and Amortization………….
Equal to EBITDA divided by total revenue.
Abbreviation for Earnings Before Interest….
European Central Bank (ECB).
As Chief Economist and member of the Executive Board for the European Central Bank,…..
As a member of the European Central Bank Governing Council,….
The European Central Bank is the central bank of the European Monetary Union member states.
The European Central Bank’s decision to increase, decrease, or maintain interest rates.
Abbreviation for Employer Cost Index.
Abbreviation for Electronic Communication Network
The purchasing and selling of products and services by businesses and consumers over the internet.
The application of statistical and mathematical methods in the……
Economics is the basically the study of how supply and demand impact scarce product and services.
The firms that provide jobs in a given community or geographic location.
prepares traders for the most important economic news events for the major currencies.
The predictable long-term pattern changes in national income.
The most important US economic reports are released by the US Government at 8:30 am Eastern time throughout the month and year.
There are thousands of different reports released in the US relevant to the Foreign….
Overview – There are thousands of economic reports released in the United Kingdom.
A positive change in the level of production of goods and services by a country over…..
The pace at which economic growth increases during a given interval…
Any kind of statistical data showing general trends in the economy.
Abbreviated as EOQ, refers to the amount of orders that minimizes…..
The rent a real estate property would generate if leased.
Overview – There are thousands of economic reports released from Australia.
Overview – There are thousands of economic reports released from New Zealand.
Overview – There are thousands of economic reports released from Switzerland.
Overview – There are thousands of economic reports released from Canada.
Overview – There are thousands of different reports released in Japan relevant to the Foreign Exchange Market.
Overview – There are thousands of economic indicators released in….
In financing a project, the risk that the project’s output will……………..
Economics is the basically the study of how supply and demand impact….
Restrictions upon international trade and financial…..
Economic Surplus is the overall benefit a society composed of consumers and producers….
The value of an asset deriving from its ability to generate income.
Abbreviated as EVA, refers to the monetary value of an entity…
An individual who works in the field of economics.
Activities pertaining to the production and distribution of….
Reduction in cost per unit resulting from increased production……..
The situation that arises when the cost of performing….
The Economy Watchers Survey asks business-cycle sensitive…
The former currency of the Ecuador.
Abbreviation for European Currency Unit, which is…
The former currency of the Ecuador.
Abbreviation for Electronic Data Gathering…
Banking legislation allowing National Banks to perform foreign….
A tax credit available for education expenses….
The name for a tax-deferred investment vehicle….
The ISO currency code for the Estonian Kroon.
e Edge Act edict education credit Education IRA EEK effective age effective annual interest rate effective date effective debt effective duration effective net worth An appraiser’s estimate of the physical condition of a building, in years.
The actual annual interest rate that accrues, after taking ….
The date on which an agreement, such as a contract or insurance policy, takes effect.
e Education IRA EEK effective age effective annual interest rate effective date effective debt effective duration effective net worth effective par effective rate effective tax rate The net total of outstanding debt owed by a firm or individual. Effective debt will include standard forms of debt such as loans and bond issues, as well as [...]
The duration for a bond with an embedded option when the value …
The value of shareholder’s equity in a firm …
The par value for preferred stock that would ordinarily correspond to a given dividend rate.
The yield on a debt as calculated from the purchase price.
The actual income tax paid divided by net taxable income before taxes….
The degree to which a market allows for price to reflect all available….
The total operating expenses divided by fee income plus tax equivalent net interest income.
The efficient frontier graph correlates a portfolio’s risk profile to possible returns. The curve….
The theory that all market participants receive and act on all of the…..
A portfolio that provides the greatest expected return …..
Abbreviation for Electronic Funds Transfer…..
The ISO currency code for the Egyptian Pound…..
The official currency of Egypt…..
Two orders given to a broker, for which the execution of…..
Measure of inventories of crude oil stored for future use….
See elasticity…….
The degree to which a price change for a good or service ….
An employer’s contribution towards an employee’s….
The purchasing and selling of products and services ….
Abbreviated as ECN, refers to
EDGAR. The SEC’s system used by all public companies to…..
Abbreviated as EFT, refers to any
An encrypted storage medium holding credit card….
Informal for a large institutional investor such….
An entrepreneur’s one-minute explanation….
In insurance, qualifications required by an…..
Accounts receivable that satisfy the…..
List of securities that a financial firm …..
A technical analysis technique published by Ralph Elliott…
The official currency of El Salvador…..
e elevator pitch eligibility requirements eligible accounts eligible list Elliott Wave Theory elves embargo embedded option embezzle emerging market Eminent Domain How the host of PBS’s “”Wall Street Week”” refers to the show’s ten technical analysts, whose collective bearishness or bullishness is taken by some investors as an indication of overall market sentiment.
A government prohibition against the shipment of certain…..
An option that is a structured part of another instrument…..
To fraudulently appropriate an asset for one’s own use.
A financial market of a developing country…..
Eminent Domain refers to the right one government has to seize private….
A futures contract that can be traded electronically
The Emperor’s Birthday on December 23 is a…..
Survey assessing business conditions and expectations of manufacturing …..
An individual who is hired to provide services to a firm on a …..
An individual’s contribution to his or her own…
Abbreviated as ERISA, refers to the federal law
Abbreviated as ESOP, refers to a trust established by
Abbreviated as ESPP, refers to a program that
Abbreviated as ESPP, refers to a program…..
Abbreviated as ECI, refers to a quarterly report from ….
The amount, if any, that a firm contributes to its …..
Tracks the number of employed in Australia .
Measures the change in the number of employed individuals…..
Abbreviated as ECI, refers to a quarterly…..
The number of paid employees working at least…..
Overview – Employment Reports track trends in the labor market.
Employment Situation – Japan – The analysis of…..
ne of the most widely anticipated reports on the US economic calendar…..
A structure, or part of a structure, built on another individual’s property.
Owned by one but another entity has a valid claim on the property or security.
A signature used to legally transfer a negotiable instrument.
Assets, property or funds bestowed upon an individual or institution for a specific purpose.
A type of life insurance that is payable to the insured if he/she is still living…
A fund that aims to track an index, but also attempts to….
A tax law specialist who passes a Treasury Department tax exam in ….
To make certain.
Business or venture.
Abbreviated as ERP, refers to an amalgamation of
A measure of what the market believes a firm’s ongoing operations are worth.
A designated geographical area in which businesses enjoy ….
Benefits guaranteed to an individual, such as dividends for shareholders…..
Thing; something in existence.
An individual who starts his or her own business.
The assumption of risk and responsibility in designing and implementing a…….
see barriers to entry
An Entry Order is an order to enter the market at a specified price.
A mutual fund which invests exclusively or predominantly in firms which are actively….
Abbreviation for Economic Order Quantity, which is the amount
Abbreviation for Earnings per Share, which is the total
Technical analysis term equal to the average daily price change divided ….
A federal law prohibiting lenders from discriminating….
The currency of Equatorial Guinea.
Balance, for example when demand equals supply.
The market price at which the supply of an item equals the quantity demanded.
Measures the total value of German investments in equipment including…..
Beneficiary of a property being held in a trust.
An instrument that signifies an ownership position, or equity, in a corporation…..
Equity has a variety of meanings in the financial world.
Capital raised from owners.
Financing by selling common stock or preferred stock to investors.
A mutual fund which invests primarily in stocks, generally common stocks.
An investment which combines mutual fund shares and a life insurance policy.
Annuity whose interest payments are tied to the performance…..
A simple ‘kicker’ is a right, warrant or other incentive …..
A debt instrument whose return on investment is tied to the equity markets….
see stock market.
An accounting method used to determine income derived from …..
A mortgage in which a lender offers a favorable interest…….
Total assets divided by common stockholder’s equity. ……
An option in which the underlier is the common stock of a corporation…….
A REIT which takes an ownership position in its real……….
The return that an individual stock or ……
see equity.
An instrument that signifies an ownership position (called equity) in a corporation…….
A swap for which payments on one or both sides are linked to……
A firm’s annual sales divided by its average stockholders’ equity…….
see equity….
The yield needed on a taxable investment in order to…..
Abbreviation for Employee Retirement Income…….
The official currency of Eritrea……..
The ISO currency code for the Eritrean Nakfa……
When an innovation or technological breakthrough reduces……..
Abbreviation for Enterprise Resource Planning….
Abbreviation for Coverdell Education……
A provision of a contract which calls for an increase….
A provision of a contract which calls for an increase in price
The process of turning over unclaimed or abandoned …….
Documents, real estate, money, or securities ……
A trust account held in the borrower’s name…..
The holding of proceeds from a new bond issue in an escrow account………..
A certificate which guarantees that the securities underlying ……….
Abbreviation for Employee Stock Ownership Plan…..
The ISO currency code for the Balearic Is Peseta…..
Abbreviation for Employee Stock Purchase Plan,
All assets owned by an individual at death….
The preparation of a plan of administration and disposition……..
Tax imposed on the transfer of property from a deceased to his or her heirs……
Estimated amount in taxes due to be paid in the coming year…….
The official currency of Estonia….
The ISO currency code for the Ethiopian Birr…
Abbreviation for Exchange Traded Fund………..
The act of investing in firms that operate ethically……
he official currency of Ethiopia.
Abbreviation for the European Union……
Meet monthly to discuss the current economic status of……..
The ISO currency code for the Euro-zone Euro
The name for the composite monetary unit …….
A type of bond issued and traded outside the country…
One of the leading clearing systems for eurobonds.
The commercial paper issued in a Eurocurrency.
Lending done using Eurocurrency.
The currency deposited by firms and federal governments ……
An American dollar held by a foreign institution outside the U.S.
A Eurobond denominated in U.S. dollars.
A certificate of deposit that is issued by a bank outside the U.S.
Securities sold in several national markets ……
European Central Bank (ECB). The central bank empowered …..
Economic and political alliance designed to foster ……
Abbreviated as ECU, which refers to a composite
Abbreviated as EDR, refers to a negotiable…
The system established to encourage monetary stability in Europe…
An option which can only be exercised for a short……….
In quoting foreign exchange rates, European ……
Abbreviated as EU, refers to the economic association
Refers to Japanese yen traded in the Eurocurrency markets.
Eurobond denominated in Japanese yen.
The collective group of countries which use the Euro as their common currency.
An early estimate of Euro-zone inflation…….
Abbreviation for Economic Value Added, which refers ….
An individual qualified by education, training, and experience ….
The normal unit of trading of a security….
In derivatives trading, an Even Spread is a …..
The probability that the rating of a bond will drop due to an event…..
The elimination or reduction of a current long or…..
An Evergreen Loan is a loan that is continuously ….
The lawful expulsion of an occupant from a property.
The interest as calculated on a 365-day-a-year basis…..
The sale of a security without any associated privileges
The expected return of a portfolio, calculated from …..
An auditor’s opinion in which he/she is unable to audit certain…..
The costs that alter a firm’s earnings during a given…..
The amount of a required minimum distribution that an IRA …..
The amount by which an IRA contribution exceeds the……
The amount of a retirement payment exceeding the allowable limits, on which a penalty is applied.
A type of insurance which applies to that portion ….
Additional taxes levied on business income in times….
The amount held by a bank above the reserve requirement.
The returns in excess of those required by some asset…
Any organization, association or group…..
A security that grants the holder the right to exchange…..
The exchange of a specified quantity of a cash commodity …
A trade on the exchange floor of a block of shares representing….
The transfer of a cash commodity of a long futures position …
The exchange of a specified quantity of a cash commodity for an…
An investment which enables individuals who have significant….
The exchange of a specified quantity of a cash commodity…..
A feature offered by some mutual fund families in which…..
The rate at which one currency may be converted into another.
The risk that a business’ operations or an investment’s…….
The number of shares of the acquiring firm that a shareholder…..
The membership on an exchange, a requirement for transacting..
Abbreviated as ETF, refers to a fund that tracks an index, but can…..
An option authorized by an exchange for trading. Also known as listed option.
The exchange of a specified quantity of a cash commodity for an ….
A Federal or state tax imposed on the manufacture and distribution of c
A specific circumstance under which a given life insurance policy…..
A loss or risk that a policy does not cover.
The amount of an annuity payment that is not subject to income tax…..
Having the sole right to do something.
A written contract in which a licensed real estate agent….
In the context of stock splits, the date that the share price changes to reflect the split….
A security which no longer carries the right to the most …..
The first day of the ex-dividend period.
The completion of an order to buy or sell securities.
In processing a securities transaction……
Insurance policy that protects a portion of …
An individual or institution nominated in a will………
Not subject to taxation. More generally, to be free of restrictions or rules.
A direct reduction taken from taxable income for a……
A security which is not subject to certain SEC
To implement the rights of an option….
The receipt of an exercise assignment notice by an option writer ….
A restriction on the number of option contracts of a single………
The receipt of an exercise notice by an option writer……
e exemption exercise exercise assignment exercise limit exercise notice exercise price exercise ratio exhaust price eximbank Existing Home Sales – United States exit The specified price on an option contract at which the contract may be exercised, whereby a call option buyer can buy the underlier or a put option buyer can sell the underlier. [...]
The number of shares of common stock ….
The price at which a client’s position in a stock……
Export-Import Bank.
Records sales of previously owned homes in the United States .
The way in which an investor closes out a specific position, generally by converting it to cash.
A sales charge or commission paid when an individual…..
The way in which an investor plans to close out an investment.
Class of municipal bond that does not have a legal opinion from a bond …
Growth, business expansion or economic recovery.
A calculation representing the amount of money …….
An estimation of the value of an investment……
A payment, or the promise of a future payment….
Any cost of doing business resulting from revenue-generating activities.
Having the characteristic of being charged to an expense account….
For a mutual fund, operating costs, including management …..
A quantitative measure used by an insurance firm to …
Termination, end.
The Expiration Cycle is a recurring cycle of…..
The date on which an option, right or warrant expires…
The time of day at which an option expires on the expiration date.
To end.
A commodities transaction which occurs away from the floor …..
The amount of money paid on a loan.
A moving average calculated by weighting recent values more heavily than older values…
It is one of the two components of a country’s trade balance….
A independent bank, established by Congress, which encourages U.S…
A document indicating that a government has granted a….
The Export Price Index tracks changes in the prices …
Tracks price changes of U.S. export goods.
Goods and services produced domestically that ….
Goods and services produced domestically ….
The condition of being subjected to a source of risk.
A contract, either oral or written, which contains the intentions of the involved parties in words.
The purchase of stock without the right to purchase additional shares at a price below the current market price.
The date on which the buyer of common stock is no longer entitled to rights that had been declared.
A security which no longer carries the right to the most recently declared dividend…
One measure of the money supply that includes M2, plus large time deposits….
Note whose maturity can be lengthened at the option of the issuer…
The granting of additional time, as in a contract or the filing of a tax return.
A swap in which an investor extends the maturity of his investment….
External financing is the issuance of debt or equity in..
The funds brought in from outside the firm, such as through a bond or equity offering.
The side effect on an individual or entity due to the actions of another individual or entity.
Sometimes referred to as the Euromarket, the external …
In financial accounting, and extraordinary …………
Extrapolation is the prediction of values …….
The stock for which a buyer would not be entitled to the attached warrants.