Skip to main content

Tools

Filter Series by Tags




Need Help?

Senior Credit Officer Opinion Survey on Dealer Financing Terms, Release Date: 2024-06-20


Name  
Senior Credit Officer Opinion Survey on Dealer Financing Terms    
 
Link    
https://www.federalreserve.gov/data/scoos.htm    
 
Source    
Board of Governors of the Federal Reserve System (US)    
 
Notes    
The Senior Credit Officer Opinion Survey on Dealer Financing Terms (SCOOS) is a quarterly survey providing information about the availability and terms of credit in securities financing and over-the counter (OTC) derivatives markets, which are important conduits for leverage in the financial system. The participating institutions account for most of the dealer financing of dollar-denominated securities to non-dealers and are the most active intermediaries in OTC derivatives markets. The survey is directed to senior credit officers responsible for maintaining a consolidated perspective on the management of credit risks. For further information, please refer to the SCOOS release at the Board of Governor’s website: www.federalreserve.gov/data/scoos.htm.

IMPORTANT: Although the raw data series are constructed as counts for each offered response to a survey question, the data are intended to be viewed as grouped by question, rather than by individual responses. We recommend that it be accessed through the below release table for appropriate context.

For questions on the data, please contact the data source: https://www.federalreserve.gov/apps/ContactUs/feedback.aspx?refurl=/data/scoos%
For questions on FRED functionality, please contact: https://fred.stlouisfed.org/contactus/

   

2,716 Series Revisions

73) Over the Past Three Months, How Have Liquidity and Functioning in the Cmbs Market Changed?| Answer Type: Deteriorated Somewhat
Quarterly, Not Seasonally Adjusted, ALLQ73EONR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 1
 
73) Over the Past Three Months, How Have Liquidity and Functioning in the Cmbs Market Changed?| Answer Type: Deteriorated Somewhat
Quarterly, Not Seasonally Adjusted, SFQ73EONR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 1
 
70) Over the Past Three Months, How Have the Terms Under Which Cmbs Are Funded Changed?| A. Terms for Average Clients | 4. Collateral Spreads over Relevant Benchmark (Effective Financing Rates). | Answer Type: Eased Considerably
Quarterly, Not Seasonally Adjusted, ALLQ70A4ECNR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 0
 
70) Over the Past Three Months, How Have the Terms Under Which Cmbs Are Funded Changed?| A. Terms for Average Clients | 4. Collateral Spreads over Relevant Benchmark (Effective Financing Rates). | Answer Type: Eased Considerably
Quarterly, Not Seasonally Adjusted, SFQ70A4ECNR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 0
 
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
Quarterly, Not Seasonally Adjusted, ALLQ05TCNR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 0
 
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
Quarterly, Not Seasonally Adjusted, CTQ05TCNR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 0
 
78) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes Relating to Lending Against Each of the Following Collateral Types Changed?| D. Agency Rmbs. | Answer Type: Decreased Considerably
Quarterly, Not Seasonally Adjusted, SFQ78DDCNR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 0
 
78) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes Relating to Lending Against Each of the Following Collateral Types Changed?| D. Agency Rmbs. | Answer Type: Decreased Considerably
Quarterly, Not Seasonally Adjusted, ALLQ78DDCNR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 0
 
56) Over the Past Three Months, How Have the Terms Under Which High-Yield Corporate Bonds Are Funded Changed?| A. Terms for Average Clients | 4. Collateral Spreads over Relevant Benchmark (Effective Financing Rates). | Answer Type: Tightened Considerably
Quarterly, Not Seasonally Adjusted, ALLQ56A4TCNR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 0
 
56) Over the Past Three Months, How Have the Terms Under Which High-Yield Corporate Bonds Are Funded Changed?| A. Terms for Average Clients | 4. Collateral Spreads over Relevant Benchmark (Effective Financing Rates). | Answer Type: Tightened Considerably
Quarterly, Not Seasonally Adjusted, SFQ56A4TCNR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 0
 
21) Considering the Entire Range of Transactions Facilitated by Your Institution, How Has the Use of Financial Leverage by Each of the Following Types of Clients Changed over the Past Three Months?| B. Etfs. | Answer Type: Remained Basically Unchanged
Quarterly, Not Seasonally Adjusted, ALLQ21BRBUNR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 21
 
21) Considering the Entire Range of Transactions Facilitated by Your Institution, How Has the Use of Financial Leverage by Each of the Following Types of Clients Changed over the Past Three Months?| B. Etfs. | Answer Type: Remained Basically Unchanged
Quarterly, Not Seasonally Adjusted, CTQ21BRBUNR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 21
 
56) Over the Past Three Months, How Have the Terms Under Which High-Yield Corporate Bonds Are Funded Changed?| A. Terms for Average Clients | 4. Collateral Spreads over Relevant Benchmark (Effective Financing Rates). | Answer Type: Tightened Somewhat
Quarterly, Not Seasonally Adjusted, SFQ56A4TSNR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 0
 
56) Over the Past Three Months, How Have the Terms Under Which High-Yield Corporate Bonds Are Funded Changed?| A. Terms for Average Clients | 4. Collateral Spreads over Relevant Benchmark (Effective Financing Rates). | Answer Type: Tightened Somewhat
Quarterly, Not Seasonally Adjusted, ALLQ56A4TSNR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 0
 
78) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes Relating to Lending Against Each of the Following Collateral Types Changed?| G. Consumer Abs. | Answer Type: Increased Somewhat
Quarterly, Not Seasonally Adjusted, ALLQ78GISNR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 0
 
78) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes Relating to Lending Against Each of the Following Collateral Types Changed?| G. Consumer Abs. | Answer Type: Increased Somewhat
Quarterly, Not Seasonally Adjusted, SFQ78GISNR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 0
 
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?| A. Possible Reasons for Tightening | 4. Higher Internal Treasury Charges for Funding. | Answer Type: Not Important (DISCONTINUED)
Quarterly, Not Seasonally Adjusted, ALLQ31A4NINR
Units # of New/Revised Obs. Last Observation
Number of Respondents 0   Q4 2011 0
 
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 | 1. Deterioration in Current or Expected Financial Strength of Counterparties. | Answer Type: Somewhat Important (DISCONTINUED)
Quarterly, Not Seasonally Adjusted, CTQ25A1SINR
Units # of New/Revised Obs. Last Observation
Number of Respondents 0   Q4 2011 1
 
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 | 1. Deterioration in Current or Expected Financial Strength of Counterparties. | Answer Type: Somewhat Important (DISCONTINUED)
Quarterly, Not Seasonally Adjusted, ALLQ25A1SINR
Units # of New/Revised Obs. Last Observation
Number of Respondents 0   Q4 2011 1
 
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?| A. Possible Reasons for Tightening | 4. Higher Internal Treasury Charges for Funding. | Answer Type: Not Important (DISCONTINUED)
Quarterly, Not Seasonally Adjusted, CTQ31A4NINR
Units # of New/Revised Obs. Last Observation
Number of Respondents 0   Q4 2011 0
 
6) To the Extent That the Price or Nonprice Terms Applied to Hedge Funds Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 4 and 5), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 6. Worsening in General Market Liquidity and Functioning. | Answer Type: 3rd Most Important
Quarterly, Not Seasonally Adjusted, ALLQ06A63MINR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 0
 
6) To the Extent That the Price or Nonprice Terms Applied to Hedge Funds Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 4 and 5), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 6. Worsening in General Market Liquidity and Functioning. | Answer Type: 3rd Most Important
Quarterly, Not Seasonally Adjusted, CTQ06A63MINR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 0
 
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 | 4. Collateral Spreads over Relevant Benchmark (Effective Financing Rates). | Answer Type: Tightened Considerably
Quarterly, Not Seasonally Adjusted, ALLQ74A4TCNR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 0
 
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 | 4. Collateral Spreads over Relevant Benchmark (Effective Financing Rates). | Answer Type: Tightened Considerably
Quarterly, Not Seasonally Adjusted, SFQ74A4TCNR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 0
 
6) To the Extent That the Price or Nonprice Terms Applied to Hedge Funds Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 4 and 5), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 6. Worsening in General Market Liquidity and Functioning. | Answer Type: First in Importance
Quarterly, Not Seasonally Adjusted, CTQ06A6MINR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 0
 
6) To the Extent That the Price or Nonprice Terms Applied to Hedge Funds Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 4 and 5), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 6. Worsening in General Market Liquidity and Functioning. | Answer Type: First in Importance
Quarterly, Not Seasonally Adjusted, ALLQ06A6MINR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 0
 
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?| A. Possible Reasons for Tightening | 1. Deterioration in Current or Expected Financial Strength of Counterparties. | Answer Type: First in Importance
Quarterly, Not Seasonally Adjusted, ALLQ31A1MINR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 0
 
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?| A. Possible Reasons for Tightening | 1. Deterioration in Current or Expected Financial Strength of Counterparties. | Answer Type: First in Importance
Quarterly, Not Seasonally Adjusted, CTQ31A1MINR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 0
 
52) Over the Past Three Months, How Have the Terms Under Which High-Grade Corporate Bonds Are Funded Changed?| A. Terms for Average Clients | 4. Collateral Spreads over Relevant Benchmark (Effective Financing Rates). | Answer Type: Tightened Considerably
Quarterly, Not Seasonally Adjusted, SFQ52A4TCNR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 0
 
52) Over the Past Three Months, How Have the Terms Under Which High-Grade Corporate Bonds Are Funded Changed?| A. Terms for Average Clients | 4. Collateral Spreads over Relevant Benchmark (Effective Financing Rates). | Answer Type: Tightened Considerably
Quarterly, Not Seasonally Adjusted, ALLQ52A4TCNR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 0
 
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: 2nd Most Important
Quarterly, Not Seasonally Adjusted, ALLQ31B52MINR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 0
 
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: 2nd Most Important
Quarterly, Not Seasonally Adjusted, CTQ31B52MINR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 0
 
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: Remained Basically Unchanged
Quarterly, Not Seasonally Adjusted, SFQ79ERBUNR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 15
 
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: Remained Basically Unchanged
Quarterly, Not Seasonally Adjusted, ALLQ79ERBUNR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 15
 
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 | 5. Diminished Availability of Balance Sheet or Capital at Your Institution. | Answer Type: Somewhat Important (DISCONTINUED)
Quarterly, Not Seasonally Adjusted, CTQ25A5SINR
Units # of New/Revised Obs. Last Observation
Number of Respondents 0   Q4 2011 0
 
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 | 5. Diminished Availability of Balance Sheet or Capital at Your Institution. | Answer Type: Somewhat Important (DISCONTINUED)
Quarterly, Not Seasonally Adjusted, ALLQ25A5SINR
Units # of New/Revised Obs. Last Observation
Number of Respondents 0   Q4 2011 0
 
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?| G. Trs Referencing Non-Securities (Such as Bank Loans, Including, for Example, Commercial and Industrial Loans and Mortgage Whole Loans). | Answer Type: Decreased Somewhat
Quarterly, Not Seasonally Adjusted, OTCDQ50GDSNR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 0
 
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?| G. Trs Referencing Non-Securities (Such as Bank Loans, Including, for Example, Commercial and Industrial Loans and Mortgage Whole Loans). | Answer Type: Decreased Somewhat
Quarterly, Not Seasonally Adjusted, ALLQ50GDSNR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 0
 
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?| F. Separately Managed Accounts Established with Investment Advisers. | Answer Type: Decreased Considerably
Quarterly, Not Seasonally Adjusted, ALLQ40FDCNR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 0
 
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?| F. Separately Managed Accounts Established with Investment Advisers. | Answer Type: Decreased Considerably
Quarterly, Not Seasonally Adjusted, CTQ40FDCNR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 0
 
70) Over the Past Three Months, How Have the Terms Under Which Cmbs Are Funded Changed?| A. Terms for Average Clients | 3. Haircuts. | Answer Type: Tightened Considerably
Quarterly, Not Seasonally Adjusted, SFQ70A3TCNR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 0
 
70) Over the Past Three Months, How Have the Terms Under Which Cmbs Are Funded Changed?| A. Terms for Average Clients | 3. Haircuts. | Answer Type: Tightened Considerably
Quarterly, Not Seasonally Adjusted, ALLQ70A3TCNR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 0
 
6) To the Extent That the Price or Nonprice Terms Applied to Hedge Funds Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 4 and 5), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 5. Diminished Availability of Balance Sheet or Capital at Your Institution. | Answer Type: Very Important (DISCONTINUED)
Quarterly, Not Seasonally Adjusted, ALLQ06A5VINR
Units # of New/Revised Obs. Last Observation
Number of Respondents 0   Q4 2011 0
 
6) To the Extent That the Price or Nonprice Terms Applied to Hedge Funds Have Tightened or Eased over the Past Three Months (as Reflected in Your Responses to Questions 4 and 5), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 5. Diminished Availability of Balance Sheet or Capital at Your Institution. | Answer Type: Very Important (DISCONTINUED)
Quarterly, Not Seasonally Adjusted, CTQ06A5VINR
Units # of New/Revised Obs. Last Observation
Number of Respondents 0   Q4 2011 0
 
18) 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 Mutual Funds, Etfs, Pension Plans, and Endowments Across the Entire Spectrum of Securities Financing and Otc Derivatives Transaction Types Changed, Regardless of Price Terms?| Answer Type: Eased Somewhat
Quarterly, Not Seasonally Adjusted, CTQ18ESNR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 0
 
18) 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 Mutual Funds, Etfs, Pension Plans, and Endowments Across the Entire Spectrum of Securities Financing and Otc Derivatives Transaction Types Changed, Regardless of Price Terms?| Answer Type: Eased Somewhat
Quarterly, Not Seasonally Adjusted, ALLQ18ESNR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 0
 
20) How Has the Intensity of Efforts by Mutual Funds, Etfs, Pension Plans, and Endowments to Negotiate More-Favorable Price and Nonprice Terms Changed over the Past Three Months?| Answer Type: Decreased Considerably
Quarterly, Not Seasonally Adjusted, ALLQ20DCNR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 0
 
20) How Has the Intensity of Efforts by Mutual Funds, Etfs, Pension Plans, and Endowments to Negotiate More-Favorable Price and Nonprice Terms Changed over the Past Three Months?| Answer Type: Decreased Considerably
Quarterly, Not Seasonally Adjusted, CTQ20DCNR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 0
 
58) Over the Past Three Months, How Has Demand for Term Funding with a Maturity Greater Than 30 Days of High-Yield Corporate Bonds by Your Institution's Clients Changed?| Answer Type: Increased Somewhat
Quarterly, Not Seasonally Adjusted, SFQ58ISNR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 0
 
58) Over the Past Three Months, How Has Demand for Term Funding with a Maturity Greater Than 30 Days of High-Yield Corporate Bonds by Your Institution's Clients Changed?| Answer Type: Increased Somewhat
Quarterly, Not Seasonally Adjusted, ALLQ58ISNR
Units # of New/Revised Obs. Last Observation
Number of Respondents 1 Q2 2024 0
 

 1 2 3 4 5 6 Next » [30]