60) Over the Past Three Months, How Have the Terms Under Which Equities Are Funded (Including Through Stock Loan) Changed?| A. Terms for Average Clients | 4. Collateral Spreads Over Relevant Benchmark (Effective Financing Rates). | Answer Type: Tightened Considerably
SFQ60A4TCNR • 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 equity funding terms for average clients. Provides critical insights into stock market financing conditions and lending dynamics.
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 how collateral spreads and financing rates for equities have changed for typical market participants.
Methodology
Surveys financial institutions about equity funding term modifications quarterly.
Historical Context
Used by investors and market analysts to understand equity market financing trends.
Key Facts
- Focuses on average client equity funding terms
- Indicates significant tightening of conditions
- Reflects quarterly market financing changes
FAQs
Q: What does 'tightened considerably' mean?
A: Indicates more restrictive or challenging equity funding conditions for average clients.
Q: Why are equity funding terms important?
A: They reflect market liquidity and potential investment constraints for typical investors.
Q: How often is this data collected?
A: The series provides quarterly updates on equity funding term changes.
Q: Who monitors these funding terms?
A: Financial analysts, investors, and market researchers track these indicators.
Q: What impacts equity funding terms?
A: Market conditions, risk assessments, and overall economic environment influence these terms.
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Related Trends
5) 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 Hedge Funds Across the Entire Spectrum of Securities Financing and Otc Derivatives Transaction Types Changed, Regardless of Price Terms?| Answer Type: Tightened Considerably
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50) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes Relating to Contracts of Each of the Following Types Changed?| D. Credit Referencing Corporates. | Answer Type: Increased Considerably
OTCDQ50DICNR
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: Remained Basically Unchanged
CTQ40DRBUNR
75) Over the Past Three Months, How Has Demand for Funding of Consumer ABS by Your Institution's Clients Changed?| Answer Type: Remained Basically Unchanged
SFQ75RBUNR
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 | 5. Increased Availability of Balance Sheet or Capital at Your Institution. | Answer Type: 3rd Most Important
ALLQ31B53MINR
66) Over the Past Three Months, How Have the Terms Under Which Non-Agency Rmbs Are Funded Changed?| A. Terms for Average Clients | 3. Haircuts. | Answer Type: Eased Considerably
ALLQ66A3ECNR
Citation
U.S. Federal Reserve, Equity Funding Terms (SFQ60A4TCNR), retrieved from FRED.