48) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to TRS Referencing Non-Securities (Such as Bank Loans, Including, for Example, Commercial and Industrial Loans and Mortgage Whole Loans) Changed?| B. Initial Margin Requirements for Most Favored Clients, as a Consequence of Breadth, Duration, And/or Extent of Relationship. | Answer Type: Remained Basically Unchanged

OTCDQ48BRBUNR • Economic Data from Federal Reserve Economic Data (FRED)

Latest Value

17.00

Year-over-Year Change

0.00%

Date Range

10/1/2011 - 4/1/2025

Summary

Tracks changes in initial margin requirements for total return swaps referencing non-securities. Provides insights into lending and risk management 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

Measures institutional margin requirements for specialized client relationships. Indicates potential shifts in financial transaction risk assessment.

Methodology

Survey-based reporting of margin requirement changes by financial institutions.

Historical Context

Used by risk managers and financial regulators to understand lending dynamics.

Key Facts

  • Tracks margin requirements for non-securities transactions
  • Focuses on most favored client relationships
  • Quarterly survey-based metric

FAQs

Q: What does this series measure?

A: Changes in initial margin requirements for total return swaps referencing non-securities.

Q: Why are margin requirements important?

A: They reflect institutional risk assessment and lending relationship dynamics.

Q: How is the data collected?

A: Through quarterly surveys of financial institutions reporting margin changes.

Q: Who uses this economic indicator?

A: Risk managers, financial regulators, and institutional investors monitoring lending practices.

Q: How frequently are margin requirements assessed?

A: Typically reviewed and reported quarterly based on client relationship characteristics.

Related Trends

52) Over the Past Three Months, How Have the Terms Under Which High-Grade Corporate Bonds Are Funded Changed?| B. Terms for Most Favored Clients, as a Consequence of Breadth, Duration And/or Extent of Relationship | 4. Collateral Spreads over Relevant Benchmark (Effective Financing Rates). | Answer Type: Tightened Considerably

ALLQ52B4TCNR

71) Over the Past Three Months, How Has Demand for Funding of CMBS by Your Institution's Clients Changed?| Answer Type: Decreased Considerably

SFQ71DCNR

56) Over the Past Three Months, How Have the Terms Under Which High-Yield Corporate Bonds Are Funded Changed?| A. Terms for Average Clients | 3. Haircuts. | Answer Type: Eased Considerably

ALLQ56A3ECNR

34) How Has the Provision of Differential Terms by Your Institution to Separately Managed Accounts Established with Most-Favored (as a Function of Breadth, Duration, and Extent of Relationship) Investment Advisers Changed over the Past Three Months?| Answer Type: Remained Basically Unchanged

ALLQ34RBUNR

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: 3rd Most Important

ALLQ31B63MINR

79) Over the Past Three Months, How Has the Duration and Persistence of Mark and Collateral Disputes Relating to Lending Against Each of the Following Collateral Types Changed?| E. Non-Agency RMBS. | Answer Type: Increased Somewhat

SFQ79EISNR

Citation

U.S. Federal Reserve, Initial Margin Requirements (OTCDQ48BRBUNR), retrieved from FRED.