Market Action

September 25, 2025

Lisa Cook got some more high-profile support today:

Federal Reserve Governor Lisa Cook has the support of every living former chair of the central bank’s powerful Board in her legal battle with President Donald Trump, who tried to fire her last month based on unproven allegations of mortgage fraud, according to an amicus brief filed to the Supreme Court Thursday.

An appeals court earlier this month kept Cook in her post through a preliminary injunction while her lawsuit challenging Trump’s firing attempt moves forward — just days before the central bank’s September policy meeting. The administration appealed that decision, and is now being considered by the nation’s highest court.

In response to the appeal, Cook on Thursday said firing her would be a “death-knell” for central bank independence, urging the Supreme Court to deny the administration’s emergency request to remove her while the litigation proceeds through the lower courts.

Former Fed chairs Alan Greenspan, Ben Bernanke and Janet Yellen warned against overturning the injunction, stating that it would “threaten” the Fed’s independence of politics and “erode public confidence in the Fed.” The brief was also signed off by some Republicans who once served in high-ranking government roles, such as former Treasury Secretary Henry Paulson and former Council of Economic Advisers Chair Glenn Hubbard.

I have updated the FFN.PR.A and FTN.PR.A posts with the yields as of 2025-9-23.

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 6.64 % 7.10 % 32,518 13.33 1 0.0000 % 2,458.2
FixedFloater 0.00 % 0.00 % 0 0.00 0 -0.2287 % 4,590.3
Floater 6.29 % 6.55 % 62,229 13.17 3 -0.2287 % 2,645.4
OpRet 0.00 % 0.00 % 0 0.00 0 -0.0595 % 3,640.4
SplitShare 4.81 % 4.53 % 63,869 3.37 6 -0.0595 % 4,347.4
Interest-Bearing 0.00 % 0.00 % 0 0.00 0 -0.0595 % 3,392.0
Perpetual-Premium 5.55 % 1.94 % 86,438 0.08 4 0.0497 % 3,078.5
Perpetual-Discount 5.62 % 5.72 % 45,764 14.26 28 -0.1579 % 3,342.2
FixedReset Disc 5.92 % 6.10 % 126,868 13.64 32 0.0868 % 3,024.2
Insurance Straight 5.55 % 5.58 % 55,740 14.53 18 0.1869 % 3,259.4
FloatingReset 5.00 % 5.02 % 46,910 15.48 1 0.0400 % 3,767.2
FixedReset Prem 5.67 % 5.10 % 118,961 2.84 21 -0.0130 % 2,624.7
FixedReset Bank Non 0.00 % 0.00 % 0 0.00 0 0.0868 % 3,091.3
FixedReset Ins Non 5.26 % 5.45 % 59,941 14.48 15 0.1376 % 3,044.3
Performance Highlights
Issue Index Change Notes
BN.PF.B FixedReset Disc -2.78 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-25
Maturity Price : 22.24
Evaluated at bid price : 22.76
Bid-YTW : 6.10 %
BN.PR.M Perpetual-Discount -1.70 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-25
Maturity Price : 20.25
Evaluated at bid price : 20.25
Bid-YTW : 5.90 %
PWF.PR.L Perpetual-Discount -1.19 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-25
Maturity Price : 22.10
Evaluated at bid price : 22.38
Bid-YTW : 5.78 %
BN.PF.C Perpetual-Discount -1.05 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-25
Maturity Price : 20.83
Evaluated at bid price : 20.83
Bid-YTW : 5.86 %
FTS.PR.M FixedReset Disc 1.02 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-25
Maturity Price : 22.75
Evaluated at bid price : 23.80
Bid-YTW : 5.55 %
MFC.PR.J FixedReset Ins Non 1.25 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-25
Maturity Price : 23.51
Evaluated at bid price : 25.11
Bid-YTW : 5.40 %
ENB.PR.T FixedReset Disc 2.27 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-25
Maturity Price : 22.05
Evaluated at bid price : 22.50
Bid-YTW : 6.16 %
Volume Highlights
Issue Index Shares
Traded
Notes
FFH.PR.G FixedReset Prem 360,600 YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-25
Maturity Price : 23.94
Evaluated at bid price : 24.98
Bid-YTW : 5.27 %
RY.PR.M FixedReset Disc 61,146 YTW SCENARIO
Maturity Type : Call
Maturity Date : 2025-11-24
Maturity Price : 25.00
Evaluated at bid price : 25.06
Bid-YTW : 3.11 %
ENB.PR.B FixedReset Disc 57,201 YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-25
Maturity Price : 20.23
Evaluated at bid price : 20.23
Bid-YTW : 6.43 %
ENB.PR.H FixedReset Disc 51,960 YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-25
Maturity Price : 21.76
Evaluated at bid price : 22.01
Bid-YTW : 5.84 %
CU.PR.I FixedReset Prem 40,800 YTW SCENARIO
Maturity Type : Call
Maturity Date : 2025-12-01
Maturity Price : 25.00
Evaluated at bid price : 25.12
Bid-YTW : 3.52 %
TD.PF.A FixedReset Disc 38,708 YTW SCENARIO
Maturity Type : Call
Maturity Date : 2029-10-31
Maturity Price : 25.00
Evaluated at bid price : 25.06
Bid-YTW : 4.86 %
There were 10 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
BN.PF.H FixedReset Prem Quote: 25.11 – 25.90
Spot Rate : 0.7900
Average : 0.4405

YTW SCENARIO
Maturity Type : Call
Maturity Date : 2025-12-31
Maturity Price : 25.00
Evaluated at bid price : 25.11
Bid-YTW : 3.05 %

BN.PF.B FixedReset Disc Quote: 22.76 – 23.66
Spot Rate : 0.9000
Average : 0.5825

YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-25
Maturity Price : 22.24
Evaluated at bid price : 22.76
Bid-YTW : 6.10 %

POW.PR.D Perpetual-Discount Quote: 22.22 – 23.48
Spot Rate : 1.2600
Average : 1.0115

YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-25
Maturity Price : 21.98
Evaluated at bid price : 22.22
Bid-YTW : 5.63 %

CCS.PR.C Insurance Straight Quote: 22.11 – 23.25
Spot Rate : 1.1400
Average : 0.9639

YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-25
Maturity Price : 21.87
Evaluated at bid price : 22.11
Bid-YTW : 5.67 %

BN.PR.M Perpetual-Discount Quote: 20.25 – 20.93
Spot Rate : 0.6800
Average : 0.5628

YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-25
Maturity Price : 20.25
Evaluated at bid price : 20.25
Bid-YTW : 5.90 %

POW.PR.B Perpetual-Discount Quote: 23.55 – 24.00
Spot Rate : 0.4500
Average : 0.3373

YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-09-25
Maturity Price : 23.25
Evaluated at bid price : 23.55
Bid-YTW : 5.68 %

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