Introduction to the financial system

Case Study: Mortgage Trading Analysis in Power BI

Nick Edwards

Capital Markets Analyst at Mynd

Welcome!

Learn about the financial system
You play the part of a Junior Trader at Sooper Mortgage
- Fictional non-bank lender
- United States based
Execute a trade of mortgages in the capital markets
- The date is September 21, 2021
- Settlement date is October 13, 2021
Multiple datasets that describe a population of over 5,000 mortgages!
- Derived from real mortgage data
- Derived from real market data

Prerequisites

Test your skills and apply them to complex problems
- Build confidence with new skills and strategies
Comfortable with DAX, a bit of M, and the Power Query Editor
Recommended courses:
- Intermediate DAX in Power BI
- Data Transformation in Power BI
No banking or finance skills needed

A diagram of people, banks and lenders

People with green arrow point at a bank

Banks with a blue arrow pointing at people

People with a blue arrow pointed at lenders, and lenders with a green arrow pointed at people

A loan agreement

lenders make fees but now have less money

lenders selling loans in the capital markets

loans are investments for banks and financial institutions

Example:
- A 30YR loan for $100,000 at 5% annually pays $95,000 in interest over the full term.

A diagram of capital markets with people highlighted blue

The financial system with the flow of money and flow of investment in full circle

Let's practice!

Case Study: Mortgage Trading Analysis in Power BI

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