44) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to OTC Equity Derivatives Changed?| A. Initial Margin Requirements for Average Clients. | Answer Type: Remained Basically Unchanged
OTCDQ44ARBUNR • Economic Data from Federal Reserve Economic Data (FRED)
Latest Value
18.00
Year-over-Year Change
0.00%
Date Range
10/1/2011 - 4/1/2025
Summary
Tracks stability of initial margin requirements for over-the-counter equity derivatives. Provides insight into institutional risk management strategies for equity markets.
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 metric reflects how financial institutions maintain margin requirements for equity derivatives. It indicates market stability and risk perception.
Methodology
Surveyed from financial institutions reporting margin requirement changes quarterly.
Historical Context
Used by regulators and risk managers to assess equity market conditions.
Key Facts
- Reflects institutional equity market strategies
- Quarterly survey-based metric
- Indicates market risk perception stability
FAQs
Q: What do unchanged margin requirements mean?
A: It suggests stable risk perception in the equity derivatives market. No significant changes in perceived market volatility.
Q: Why track margin requirements?
A: They help manage counterparty risk and provide insights into market conditions.
Q: How do margin requirements impact trading?
A: Stable margins indicate consistent trading costs and risk management approaches.
Q: Who uses this information?
A: Regulators, risk managers, and financial analysts use this data to assess market conditions.
Q: How frequently are these requirements reviewed?
A: Typically assessed quarterly by financial institutions based on market developments.
Related Trends
31) To the Extent That the Price or Nonprice Terms Applied to Separately Managed Accounts Established with Investment Advisers Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 29 and 30), What Are the Most Important Reasons for the Change?| B. Possible Reasons for Easing | 6. Improvement in General Market Liquidity and Functioning. | Answer Type: 2nd Most Important
CTQ31B62MINR
47) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to OTC Commodity Derivatives Changed?| A. Initial Margin Requirements for Average Clients. | Answer Type: Increased Considerably
OTCDQ47AICNR
44) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to OTC Equity Derivatives Changed?| B. Initial Margin Requirements for Most Favored Clients, as a Consequence of Breadth, Duration, And/or Extent of Relationship. | Answer Type: Decreased Somewhat
OTCDQ44BDSNR
22) How Has the Provision of Differential Terms by Your Institution to Most-Favored (as a Function of Breadth, Duration, and Extent of Relationship) Mutual Funds, ETFs, Pension Plans, and Endowments Changed Over the Past Three Months?| Answer Type: Decreased Considerably
CTQ22DCNR
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?| C. Trading REITs. | Answer Type: Remained Basically Unchanged
CTQ40CRBUNR
43) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to OTC Interest Rate Derivatives Changed?| A. Initial Margin Requirements for Average Clients. | Answer Type: Remained Basically Unchanged
OTCDQ43ARBUNR
Citation
U.S. Federal Reserve, OTC Equity Derivatives Margin Requirements (OTCDQ44ARBUNR), retrieved from FRED.