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.
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.