Market Action

September 4, 2025

Hats off, again, to the medical profession!

As national medical, scientific, public health and patient organizations, we call for the resignation of HHS Secretary Robert F. Kennedy Jr. to ensure the health of the American people.

Forcing high-level CDC expert leaders to turn their back on decades of sound science to meet Kennedy’s agenda puts us all at risk. This final exclamation point on a term defined by repeated efforts to undermine science and public health definitively leaves Americans less safe in a multitude of ways:

We are gravely concerned that American people will needlessly suffer and die as a result of policies that turn away from sound interventions. After careful consideration, we insist on Kennedy’s resignation to restore the integrity, credibility and science-driven mission of HHS and all its agencies. Our country needs leadership that will promote open, honest dialogue, not disregard decades of lifesaving science, spread misinformation, reverse medical progress and decimate programs that keep us safe. We are speaking out because protecting public health is our responsibility as physicians, scientists and patient advocates. It is also the responsibility of our elected officials, and we call for their support at this critical moment to protect the health of the nation. It is time to reverse course and begin rebuilding the public health infrastructure overseen by CDC. Kennedy has proven himself unwilling and ill-prepared to lead that effort.

Thank you,  

Infectious Diseases Society of America 
[20 other signatory organizations]

This follows the IDSA’s commentary on the Monarez firing and consequent resignations discussed August 28:

The mass resignations of CDC expert leaders present a clear and present danger to Americans of all ages and leave our nation extremely vulnerable to a wide range of public health threats from outbreaks to bioterror attacks. As we near respiratory virus season, it is imperative that our country have expert public health leadership for effective surveillance, communications and responses.

This loss of highly experienced CDC leadership is the latest devastating result of the Administration’s sustained attacks on public health, and it absolutely must be the last. It is time for fundamental changes and a return to evidence-based policy. The Administration’s current trajectory for destroying the public health system is reckless and cannot continue.

The organizations have more backbone than an entire caucus of Republicans.

Meanwhile, the non-surreal world braces for tomorrow’s jobs number:

New metrics released Thursday showed that first-time claims for unemployment benefits rose to an 11-week high; that private-sector businesses sharply reined in their hiring last month; and that last month was the worst August for layoff announcements since the pandemic and, before that, the Great Recession.

The latest data tees up an August jobs report that, when released Friday morning, is expected to show another month of tepid job gains. Economists have forecast that the economy added 80,000 jobs last month, which would be a slight increase from the slower-than-expected 73,000 net gain in July.

I’ve added a note about the Business Development Bank to yesterday’s post about OSFI.

HIMIPref™ Preferred Indices
These values reflect the December 2008 revision of the HIMIPref™ Indices

Values are provisional and are finalized monthly
Index Mean
Current
Yield
(at bid)
Median
YTW
Median
Average
Trading
Value
Median
Mod Dur
(YTW)
Issues Day’s Perf. Index Value
Ratchet 6.69 % 7.11 % 38,184 13.34 1 0.3659 % 2,459.7
FixedFloater 0.00 % 0.00 % 0 0.00 0 0.2511 % 4,667.5
Floater 6.51 % 6.87 % 49,031 12.62 3 0.2511 % 2,689.9
OpRet 0.00 % 0.00 % 0 0.00 0 0.2653 % 3,639.9
SplitShare 4.81 % 4.57 % 58,866 3.42 6 0.2653 % 4,346.8
Interest-Bearing 0.00 % 0.00 % 0 0.00 0 0.2653 % 3,391.5
Perpetual-Premium 5.50 % 4.29 % 69,083 0.08 3 -0.1059 % 3,069.9
Perpetual-Discount 5.58 % 5.68 % 43,869 14.32 28 0.1099 % 3,368.9
FixedReset Disc 5.91 % 6.20 % 118,496 13.38 32 -0.0753 % 3,032.3
Insurance Straight 5.46 % 5.47 % 53,746 14.62 18 0.8015 % 3,314.6
FloatingReset 5.15 % 4.26 % 44,424 0.15 1 0.0396 % 3,811.0
FixedReset Prem 5.66 % 5.09 % 119,411 2.44 21 0.0093 % 2,628.2
FixedReset Bank Non 0.00 % 0.00 % 0 0.00 0 -0.0753 % 3,099.6
FixedReset Ins Non 5.37 % 5.56 % 68,606 14.24 15 -1.6937 % 2,986.1
Performance Highlights
Issue Index Change Notes
IFC.PR.A FixedReset Ins Non -23.76 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-04
Maturity Price : 17.01
Evaluated at bid price : 17.01
Bid-YTW : 7.04 %
SLF.PR.G FixedReset Ins Non -3.27 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-04
Maturity Price : 18.05
Evaluated at bid price : 18.05
Bid-YTW : 5.98 %
IFC.PR.E Insurance Straight -2.47 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-04
Maturity Price : 23.42
Evaluated at bid price : 23.70
Bid-YTW : 5.58 %
ENB.PR.N FixedReset Disc -1.88 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-04
Maturity Price : 22.69
Evaluated at bid price : 23.50
Bid-YTW : 6.20 %
MFC.PR.F FixedReset Ins Non -1.16 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-04
Maturity Price : 17.86
Evaluated at bid price : 17.86
Bid-YTW : 5.96 %
BN.PR.B Floater -1.08 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-04
Maturity Price : 12.79
Evaluated at bid price : 12.79
Bid-YTW : 6.93 %
PWF.PR.K Perpetual-Discount 1.38 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-04
Maturity Price : 21.83
Evaluated at bid price : 22.07
Bid-YTW : 5.67 %
CU.PR.F Perpetual-Discount 1.49 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-04
Maturity Price : 21.06
Evaluated at bid price : 21.06
Bid-YTW : 5.38 %
PWF.PR.A Floater 1.72 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-04
Maturity Price : 14.23
Evaluated at bid price : 14.23
Bid-YTW : 6.16 %
GWO.PR.Y Insurance Straight 1.86 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-04
Maturity Price : 20.86
Evaluated at bid price : 20.86
Bid-YTW : 5.40 %
GWO.PR.M Insurance Straight 1.91 % YTW SCENARIO
Maturity Type : Call
Maturity Date : 2025-10-04
Maturity Price : 25.00
Evaluated at bid price : 25.11
Bid-YTW : -4.52 %
ENB.PF.A FixedReset Disc 1.95 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-04
Maturity Price : 21.65
Evaluated at bid price : 21.97
Bid-YTW : 6.43 %
MFC.PR.C Insurance Straight 1.97 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-04
Maturity Price : 21.52
Evaluated at bid price : 21.78
Bid-YTW : 5.17 %
CU.PR.G Perpetual-Discount 2.19 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-04
Maturity Price : 21.00
Evaluated at bid price : 21.00
Bid-YTW : 5.40 %
GWO.PR.Q Insurance Straight 2.66 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-04
Maturity Price : 22.88
Evaluated at bid price : 23.15
Bid-YTW : 5.56 %
PVS.PR.M SplitShare 2.92 % YTW SCENARIO
Maturity Type : Hard Maturity
Maturity Date : 2031-03-31
Maturity Price : 25.00
Evaluated at bid price : 25.37
Bid-YTW : 4.87 %
IFC.PR.I Insurance Straight 6.52 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-04
Maturity Price : 24.17
Evaluated at bid price : 24.50
Bid-YTW : 5.60 %
Volume Highlights
Issue Index Shares
Traded
Notes
FFH.PR.G FixedReset Prem 289,600 YTW SCENARIO
Maturity Type : Call
Maturity Date : 2025-10-30
Maturity Price : 25.00
Evaluated at bid price : 25.12
Bid-YTW : 4.67 %
ENB.PF.C FixedReset Disc 68,500 YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-04
Maturity Price : 21.26
Evaluated at bid price : 21.26
Bid-YTW : 6.58 %
BN.PR.K Floater 59,300 YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-04
Maturity Price : 12.90
Evaluated at bid price : 12.90
Bid-YTW : 6.87 %
CIU.PR.A Perpetual-Discount 50,100 YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-04
Maturity Price : 20.70
Evaluated at bid price : 20.70
Bid-YTW : 5.60 %
ENB.PR.B FixedReset Disc 39,500 YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-04
Maturity Price : 20.19
Evaluated at bid price : 20.19
Bid-YTW : 6.64 %
BN.PF.A FixedReset Disc 28,527 YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-04
Maturity Price : 23.37
Evaluated at bid price : 24.99
Bid-YTW : 6.07 %
There were 12 other index-included issues trading in excess of 10,000 shares.
Wide Spread Highlights
See TMX DataLinx: ‘Last’ != ‘Close’ and the posts linked therein for an idea of why these quotes are so horrible.
Issue Index Quote Data and Yield Notes
IFC.PR.A FixedReset Ins Non Quote: 17.01 – 22.40
Spot Rate : 5.3900
Average : 2.9178

YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-04
Maturity Price : 17.01
Evaluated at bid price : 17.01
Bid-YTW : 7.04 %

BN.PF.J FixedReset Prem Quote: 25.11 – 26.11
Spot Rate : 1.0000
Average : 0.6306

YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-04
Maturity Price : 23.55
Evaluated at bid price : 25.11
Bid-YTW : 6.09 %

CU.PR.G Perpetual-Discount Quote: 21.00 – 22.30
Spot Rate : 1.3000
Average : 0.9535

YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-04
Maturity Price : 21.00
Evaluated at bid price : 21.00
Bid-YTW : 5.40 %

BN.PR.B Floater Quote: 12.79 – 13.47
Spot Rate : 0.6800
Average : 0.3880

YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-04
Maturity Price : 12.79
Evaluated at bid price : 12.79
Bid-YTW : 6.93 %

CIU.PR.A Perpetual-Discount Quote: 20.70 – 22.25
Spot Rate : 1.5500
Average : 1.2678

YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-04
Maturity Price : 20.70
Evaluated at bid price : 20.70
Bid-YTW : 5.60 %

IFC.PR.E Insurance Straight Quote: 23.70 – 24.40
Spot Rate : 0.7000
Average : 0.4405

YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-04
Maturity Price : 23.42
Evaluated at bid price : 23.70
Bid-YTW : 5.58 %

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