43) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to OTC Interest Rate Derivatives Changed?| B. Initial Margin Requirements for Most Favored Clients, as a Consequence of Breadth, Duration, And/or Extent of Relationship. | Answer Type: Decreased Considerably

OTCDQ43BDCNR • Economic Data from Federal Reserve Economic Data (FRED)

Latest Value

0.00

Year-over-Year Change

N/A%

Date Range

10/1/2011 - 4/1/2025

Summary

Measures changes in initial margin requirements for OTC interest rate derivatives for most favored clients. Indicates shifts in institutional lending 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 tracks margin requirement adjustments for preferred clients in interest rate derivative transactions.

Methodology

Surveyed from financial institutions reporting margin requirement changes.

Historical Context

Used to evaluate lending conditions and client relationship dynamics.

Key Facts

  • Reflects preferential treatment in financial markets
  • Indicates institutional lending flexibility
  • Provides insight into client relationship strategies

FAQs

Q: What are OTC interest rate derivatives?

A: Over-the-counter derivatives that allow parties to exchange interest rate exposures outside standard exchanges.

Q: Why do margins decrease for favored clients?

A: Strong relationships and lower perceived risk can lead to more favorable margin terms.

Q: How do these changes impact markets?

A: Lower margins can increase trading activity and liquidity in interest rate derivative markets.

Q: What determines 'most favored' client status?

A: Factors include transaction volume, relationship duration, and overall financial stability.

Q: How frequently are these requirements reviewed?

A: Typically assessed quarterly based on market conditions and client relationship dynamics.

Related Trends

62) Over the Past Three Months, How Have the Terms Under Which Agency Rmbs Are Funded Changed?| A. Terms for Average Clients | 3. Haircuts. | Answer Type: Tightened Considerably

ALLQ62A3TCNR

51) Over the Past Three Months, How Has the Duration and Persistence of Mark and Collateral Disputes Relating to Contracts of Each of the Following Types Changed?| D. Credit Referencing Corporates. | Answer Type: Decreased Somewhat

OTCDQ51DDSNR

66) Over the Past Three Months, How Have the Terms Under Which Non-Agency Rmbs Are Funded Changed?| A. Terms for Average Clients | 2. Maximum Maturity. | Answer Type: Remained Basically Unchanged

ALLQ66A2RBUNR

13) To the Extent That the Price or Nonprice Terms Applied to Trading REITs Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 11 and 12), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 1. Deterioration in Current or Expected Financial Strength of Counterparties. | Answer Type: 2nd Most Important

CTQ13A12MINR

74) Over the Past Three Months, How Have the Terms Under Which Consumer Abs (for Example, Backed by Credit Card Receivables or Auto Loans) Are Funded Changed?| A. Terms for Average Clients | 1. Maximum Amount of Funding. | Answer Type: Tightened Somewhat

ALLQ74A1TSNR

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

CTQ12TSNR

Citation

U.S. Federal Reserve, OTC Derivatives Margin Requirements (OTCDQ43BDCNR), retrieved from FRED.