Market Action

November 26, 2025

PerpetualDiscounts now yield 5.63%, equivalent to 7.32% interest at the standard conversion factor of 1.3x. Long corporates yielded 4.74% on 2025-11-26, so the pre-tax interest-equivalent spread (in this context, the “Seniority Spread”) has widened sharply to 260bp from the 240bp reported November 12.

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 0.00 % 0.00 % 0 0.00 0 -0.6655 % 2,393.1
FixedFloater 0.00 % 0.00 % 0 0.00 0 -0.6655 % 4,537.7
Floater 6.02 % 6.30 % 58,238 13.41 3 -0.6655 % 2,615.1
OpRet 0.00 % 0.00 % 0 0.00 0 0.0712 % 3,647.7
SplitShare 4.79 % 4.32 % 73,587 3.24 5 0.0712 % 4,356.1
Interest-Bearing 0.00 % 0.00 % 0 0.00 0 0.0712 % 3,398.8
Perpetual-Premium 5.68 % 0.02 % 73,173 0.09 7 -0.1698 % 3,086.0
Perpetual-Discount 5.54 % 5.63 % 49,520 14.43 26 -0.1375 % 3,377.8
FixedReset Disc 5.95 % 5.96 % 106,690 13.64 29 0.7113 % 3,065.0
Insurance Straight 5.50 % 5.57 % 59,965 14.46 21 -0.0750 % 3,305.4
FloatingReset 0.00 % 0.00 % 0 0.00 0 0.7113 % 3,646.1
FixedReset Prem 5.86 % 5.01 % 109,928 2.67 22 0.4429 % 2,639.4
FixedReset Bank Non 0.00 % 0.00 % 0 0.00 0 0.7113 % 3,133.0
FixedReset Ins Non 5.24 % 5.39 % 65,151 14.53 15 0.0058 % 3,057.5
Performance Highlights
Issue Index Change Notes
PWF.PF.A Perpetual-Discount -6.81 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-11-26
Maturity Price : 19.15
Evaluated at bid price : 19.15
Bid-YTW : 5.95 %
PWF.PR.S Perpetual-Discount -6.78 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-11-26
Maturity Price : 20.50
Evaluated at bid price : 20.50
Bid-YTW : 5.93 %
MFC.PR.C Insurance Straight -6.32 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-11-26
Maturity Price : 20.00
Evaluated at bid price : 20.00
Bid-YTW : 5.64 %
MFC.PR.L FixedReset Ins Non -3.55 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-11-26
Maturity Price : 22.38
Evaluated at bid price : 23.00
Bid-YTW : 5.53 %
POW.PR.G Perpetual-Premium -1.81 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-11-26
Maturity Price : 24.20
Evaluated at bid price : 24.46
Bid-YTW : 5.80 %
PWF.PR.E Perpetual-Discount -1.60 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-11-26
Maturity Price : 23.73
Evaluated at bid price : 24.04
Bid-YTW : 5.77 %
PWF.PR.A Floater -1.45 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-11-26
Maturity Price : 13.60
Evaluated at bid price : 13.60
Bid-YTW : 5.78 %
PWF.PR.K Perpetual-Discount -1.33 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-11-26
Maturity Price : 21.97
Evaluated at bid price : 22.20
Bid-YTW : 5.63 %
MFC.PR.M FixedReset Ins Non 1.10 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-11-26
Maturity Price : 22.94
Evaluated at bid price : 24.22
Bid-YTW : 5.33 %
MFC.PR.J FixedReset Ins Non 1.13 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-11-26
Maturity Price : 23.55
Evaluated at bid price : 25.10
Bid-YTW : 5.39 %
MFC.PR.N FixedReset Ins Non 1.13 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-11-26
Maturity Price : 22.83
Evaluated at bid price : 24.01
Bid-YTW : 5.24 %
ENB.PR.P FixedReset Disc 1.16 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-11-26
Maturity Price : 21.42
Evaluated at bid price : 21.75
Bid-YTW : 6.23 %
FFH.PR.K FixedReset Prem 1.19 % YTW SCENARIO
Maturity Type : Call
Maturity Date : 2027-03-31
Maturity Price : 25.00
Evaluated at bid price : 25.50
Bid-YTW : 4.14 %
ENB.PR.N FixedReset Disc 1.32 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-11-26
Maturity Price : 22.90
Evaluated at bid price : 23.84
Bid-YTW : 5.93 %
CU.PR.F Perpetual-Discount 1.33 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-11-26
Maturity Price : 20.60
Evaluated at bid price : 20.60
Bid-YTW : 5.49 %
SLF.PR.D Insurance Straight 1.37 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-11-26
Maturity Price : 21.01
Evaluated at bid price : 21.01
Bid-YTW : 5.30 %
ENB.PF.E FixedReset Disc 1.45 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-11-26
Maturity Price : 21.44
Evaluated at bid price : 21.71
Bid-YTW : 6.26 %
TD.PF.J FixedReset Prem 1.60 % YTW SCENARIO
Maturity Type : Call
Maturity Date : 2028-04-30
Maturity Price : 25.00
Evaluated at bid price : 26.06
Bid-YTW : 4.11 %
ENB.PF.C FixedReset Disc 1.68 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-11-26
Maturity Price : 21.52
Evaluated at bid price : 21.79
Bid-YTW : 6.25 %
ENB.PF.A FixedReset Disc 1.73 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-11-26
Maturity Price : 21.96
Evaluated at bid price : 22.40
Bid-YTW : 6.14 %
NA.PR.K FixedReset Prem 1.85 % YTW SCENARIO
Maturity Type : Call
Maturity Date : 2029-05-01
Maturity Price : 25.00
Evaluated at bid price : 28.15
Bid-YTW : 3.90 %
CU.PR.J Perpetual-Discount 2.09 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-11-26
Maturity Price : 21.54
Evaluated at bid price : 21.54
Bid-YTW : 5.55 %
FTS.PR.J Perpetual-Discount 2.30 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-11-26
Maturity Price : 22.40
Evaluated at bid price : 22.66
Bid-YTW : 5.26 %
BN.PF.E FixedReset Disc 3.36 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-11-26
Maturity Price : 21.96
Evaluated at bid price : 22.43
Bid-YTW : 5.96 %
BN.PF.D Perpetual-Discount 3.90 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-11-26
Maturity Price : 21.30
Evaluated at bid price : 21.30
Bid-YTW : 5.86 %
PWF.PR.P FixedReset Disc 4.32 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-11-26
Maturity Price : 18.36
Evaluated at bid price : 18.36
Bid-YTW : 5.95 %
MFC.PR.B Insurance Straight 6.75 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-11-26
Maturity Price : 21.44
Evaluated at bid price : 21.70
Bid-YTW : 5.35 %
GWO.PR.N FixedReset Ins Non 16.62 % YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-11-26
Maturity Price : 18.03
Evaluated at bid price : 18.03
Bid-YTW : 5.67 %
Volume Highlights
Issue Index Shares
Traded
Notes
BN.PF.M FixedReset Prem 819,110 YTW SCENARIO
Maturity Type : Call
Maturity Date : 2031-01-01
Maturity Price : 25.00
Evaluated at bid price : 25.30
Bid-YTW : 5.16 %
FTS.PR.J Perpetual-Discount 85,700 YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-11-26
Maturity Price : 22.40
Evaluated at bid price : 22.66
Bid-YTW : 5.26 %
BMO.PR.E FixedReset Prem 81,290 YTW SCENARIO
Maturity Type : Call
Maturity Date : 2028-11-25
Maturity Price : 25.00
Evaluated at bid price : 26.60
Bid-YTW : 4.55 %
CM.PR.S FixedReset Prem 71,546 YTW SCENARIO
Maturity Type : Call
Maturity Date : 2028-01-31
Maturity Price : 25.00
Evaluated at bid price : 25.86
Bid-YTW : 4.44 %
POW.PR.I Perpetual-Discount 51,700 YTW SCENARIO
Maturity Type : Option Certainty
Maturity Date : 2055-11-26
Maturity Price : 25.00
Evaluated at bid price : 25.01
Bid-YTW : 5.69 %
FFH.PR.I FixedReset Disc 50,200 YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-11-26
Maturity Price : 23.97
Evaluated at bid price : 25.00
Bid-YTW : 5.62 %
There were 13 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
MFC.PR.C Insurance Straight Quote: 20.00 – 22.00
Spot Rate : 2.0000
Average : 1.1678

YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-11-26
Maturity Price : 20.00
Evaluated at bid price : 20.00
Bid-YTW : 5.64 %

PWF.PR.S Perpetual-Discount Quote: 20.50 – 22.00
Spot Rate : 1.5000
Average : 1.0580

YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-11-26
Maturity Price : 20.50
Evaluated at bid price : 20.50
Bid-YTW : 5.93 %

PWF.PF.A Perpetual-Discount Quote: 19.15 – 20.70
Spot Rate : 1.5500
Average : 1.1195

YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-11-26
Maturity Price : 19.15
Evaluated at bid price : 19.15
Bid-YTW : 5.95 %

MFC.PR.L FixedReset Ins Non Quote: 23.00 – 24.35
Spot Rate : 1.3500
Average : 0.9725

YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-11-26
Maturity Price : 22.38
Evaluated at bid price : 23.00
Bid-YTW : 5.53 %

ENB.PF.E FixedReset Disc Quote: 21.71 – 22.80
Spot Rate : 1.0900
Average : 0.7869

YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-11-26
Maturity Price : 21.44
Evaluated at bid price : 21.71
Bid-YTW : 6.26 %

GWO.PR.R Insurance Straight Quote: 21.66 – 22.60
Spot Rate : 0.9400
Average : 0.6847

YTW SCENARIO
Maturity Type : Limit Maturity
Maturity Date : 2055-11-26
Maturity Price : 21.39
Evaluated at bid price : 21.66
Bid-YTW : 5.62 %

2 comments November 26, 2025

[…] Seniority Spread (between long-term corporate bonds and interest-equivalent PerpetualDiscounts) was 260bp on 2025-11-26 widening dramatically from the 240bp on 2025-10-29 and giving back the narrowing experienced last […]

[…] PerpetualDiscounts now yield 5.59%, equivalent to 7.27% interest at the standard conversion factor of 1.3x. Long corporates yielded 4.84% on 2025-12-03, so the pre-tax interest-equivalent spread (in this context, the “Seniority Spread”) has narrowed sharply to 245bp from the 260bp reported November 26. […]

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