30) Over the Past Three Months, How Has Your Use of Nonprice Terms (for Example, Haircuts, Maximum Maturity, Covenants, Cure Periods, Cross-Default Provisions or Other Documentation Features) with Respect to Separately Managed Accounts Established with Investment Advisers Across the Entire Spectrum of Securities Financing and OTC Derivatives Transaction Types Changed, Regardless of Price Terms?| Answer Type: Remained Basically Unchanged
CTQ30RBUNR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
16.00
Year-over-Year Change
-15.79%
Date Range
10/1/2011 - 4/1/2025
Summary
Tracks changes in nonprice terms for securities financing and derivatives transactions. Provides insight into complex financial market practices.
Analysis & Context
This economic indicator provides valuable insights into current market conditions and economic trends. The data is updated regularly by the Federal Reserve and represents one of the most reliable sources for economic analysis.
Understanding this metric helps economists, policymakers, and investors make informed decisions about economic conditions and future trends. The interactive chart above allows you to explore historical patterns and identify key trends over time.
About This Dataset
This indicator measures shifts in transaction terms across investment advisory and securities markets. It reflects potential changes in risk management approaches.
Methodology
Surveyed from financial institutions reporting transaction term modifications.
Historical Context
Used by regulators and market analysts to understand derivative market dynamics.
Key Facts
- Indicates stability in nonprice transaction terms
- Covers wide spectrum of securities transactions
- Includes complex financial instrument parameters
FAQs
Q: What nonprice terms are tracked?
A: Includes haircuts, maturity, covenants, cross-default provisions, and documentation features.
Q: Why are these terms important?
A: They reveal underlying risk management strategies in financial markets.
Q: What does 'remained basically unchanged' mean?
A: Suggests stable transaction conditions across securities financing markets.
Q: Who monitors these transaction terms?
A: Investment advisers, regulators, and financial risk managers use this data.
Q: How frequently are these terms assessed?
A: Typically reviewed and reported on a quarterly basis.
Related Trends
37) To the Extent That the Price or Nonprice Terms Applied to Nonfinancial Corporations Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 35 and 36), What Are the Most Important Reasons for the Change?| B. Possible Reasons for Easing | 6. Improvement in General Market Liquidity and Functioning. | Answer Type: 3rd Most Important
ALLQ37B63MINR
12) Over the Past Three Months, How Has Your Use of Nonprice Terms (for Example, Haircuts, Maximum Maturity, Covenants, Cure Periods, Cross-Default Provisions or Other Documentation Features) with Respect to Trading Reits Across the Entire Spectrum of Securities Financing and Otc Derivatives Transaction Types Changed, Regardless of Price Terms?| Answer Type: Tightened Somewhat
ALLQ12TSNR
37) To the Extent That the Price or Nonprice Terms Applied to Nonfinancial Corporations Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 35 and 36), What Are the Most Important Reasons for the Change?| B. Possible Reasons for Easing | 7. More-Aggressive Competition from Other Institutions. | Answer Type: 2nd Most Important
CTQ37B72MINR
39) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes with Clients of Each of the Following Types Changed?| E. Insurance Companies. | Answer Type: Remained Basically Unchanged
CTQ39ERBUNR
40) Over the Past Three Months, How Has the Duration and Persistence of Mark and Collateral Disputes with Clients of Each of the Following Types Changed?| D. Mutual Funds, ETFs, Pension Plans, and Endowments. | Answer Type: Decreased Somewhat
CTQ40DDSNR
25) To the Extent That the Price or Nonprice Terms Applied to Insurance Companies Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 23 and 24), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 3. Adoption of More-Stringent Market Conventions (That is, Collateral Terms and Agreements, Isda Protocols). | Answer Type: First in Importance
ALLQ25A3MINR
Citation
U.S. Federal Reserve, Securities Transaction Terms (CTQ30RBUNR), retrieved from FRED.