Payoffs + Risk

Climb the payoffs

Credit Risk And Bond Structure

Review spreads, seniority, covenants, embedded options, and yield measures.

Lesson Overview

Connect bond terms and credit risk to yield and price behavior.

Level I questions are three-choice multiple choice and are built to reward fast recognition of the relevant rule, relationship, or calculation path. For this lesson, the job is to turn the topic into a repeatable exam move rather than another note to reread.

Mental Model

A bond stack shows seniority, collateral, covenants, embedded options, and spread layers.

In the Above MPS system, this sits in Payoffs + Risk: Climb the payoffs. Use that shape as the memory hook, then connect it to the precise facts in the question stem.

Exam Playbook

  1. Name the topic before calculating. Decide whether the stem is asking for a definition, direction of effect, classification, or numerical result.
  2. Apply the rule that changes the answer. Ignore details that do not affect the relationship being tested.
  3. Check the answer against the common trap. If the tempting choice matches one of the traps below, slow down before locking it in.

High-Yield Map

  • Higher credit risk generally requires higher spread.
  • Embedded options shift value between issuer and investor.
  • Covenants can reduce creditor risk.

Common Traps

  • Confusing callable and putable value effects.
  • Ignoring seniority in recovery assumptions.
  • Using a yield measure without matching the bond feature.

Repair Drills

  • Classify embedded option benefit as issuer or investor.
  • Rank three bonds by expected spread using only structural clues.