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Senior Credit Officer Opinion Survey on Dealer Financing Terms

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Senior Credit Officer Opinion Survey on Dealer Financing Terms

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Net Percentage of Respondents Reporting an Improvement in Liquidity and Functioning in the Underlying Markets for: CMBS

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

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

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

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

Number of Respondents, Quarterly, Not Seasonally AdjustedQ3 2011 to Q1 2026 (Mar 26)

56) Over the Past Three Months, How Have the Terms Under Which High-Yield 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 Somewhat

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

46) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to OTC Credit Derivatives Referencing Securitized Products (Such as Specific ABS or MBS Tranches and Associated Indexes) Changed?| B. Initial Margin Requirements for Most Favored Clients, as a Consequence of Breadth, Duration, And/or Extent of Relationship. | Answer Type: Increased Considerably

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

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

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

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 Somewhat

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

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: Eased Considerably

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

Net Percentage of Respondents Reporting an Improvement in Liquidity and Functioning in the Underlying Markets for: High-Grade Corporate Bonds

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

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: Remained Basically Unchanged

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

39) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes with Clients of Each of the Following Types Changed?| G. Nonfinancial Corporations. | Answer Type: Decreased Considerably

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

37) To the Extent That the Price or Nonprice Terms Applied to Nonfinancial Corporations Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 35 and 36), What Are the Most Important Reasons for the Change?| B. Possible Reasons for Easing | 2. Increased Willingness of Your Institution to Take on Risk. | Answer Type: First In Importance

Number of Respondents, Quarterly, Not Seasonally AdjustedQ1 2012 to Q1 2026 (Mar 26)

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?| B. Possible Reasons for Easing | 6. Improvement in General Market Liquidity and Functioning. | Answer Type: First In Importance

Number of Respondents, Quarterly, Not Seasonally AdjustedQ1 2012 to Q1 2026 (Mar 26)

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 | 3. Adoption of More-Stringent Market Conventions (That Is, Collateral Terms and Agreements, ISDA Protocols). | Answer Type: 3rd Most Important

Number of Respondents, Quarterly, Not Seasonally AdjustedQ1 2012 to Q1 2026 (Mar 26)

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

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

Net Percentage of Respondents Reporting Increased Use of Leverage by: Hedge Funds

Number of Respondents, Quarterly, Not Seasonally AdjustedQ3 2011 to Q1 2026 (Mar 26)

59) Over the Past Three Months, How Have Liquidity and Functioning in the High-Yield Corporate Bond Market Changed?| Answer Type: Deteriorated Considerably

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

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: Increased Somewhat

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

56) Over the Past Three Months, How Have the Terms Under Which High-Yield 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: Eased Considerably

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

73) Over the Past Three Months, How Have Liquidity and Functioning in the CMBS Market Changed?| Answer Type: Deteriorated Somewhat

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

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

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

56) Over the Past Three Months, How Have the Terms Under Which High-Yield 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: Eased Somewhat

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

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 Somewhat

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

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 | 4. Higher Internal Treasury Charges for Funding. | Answer Type: First In Importance

Number of Respondents, Quarterly, Not Seasonally AdjustedQ1 2012 to Q1 2026 (Mar 26)

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

Number of Respondents, Quarterly, Not Seasonally AdjustedQ1 2012 to Q1 2026 (Mar 26)

70) Over the Past Three Months, How Have the Terms Under Which CMBS Are Funded Changed?| B. Terms for Most Favored Clients, as a Consequence of Breadth, Duration And/or Extent of Relationship | 3. Haircuts. | Answer Type: Tightened Somewhat

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

Net Percentage of Respondents Reporting Increased Demand for Funding of: Agency RMBS

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

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: Remained Basically Unchanged

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

39) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes with Clients of Each of the Following Types Changed?| B. Hedge Funds. | Answer Type: Increased Somewhat

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

1) Over the Past Three Months, How Has the Amount of Resources and Attention Your Firm Devotes to Management of Concentrated Credit Exposure to Dealers and Other Financial Intermediaries (Such as Large Banking Institutions) Changed?| Answer Type: Decreased Considerably

Number of Respondents, Quarterly, Not Seasonally AdjustedQ2 2010 to Q1 2026 (Mar 26)

39) Over the Past Three Months, How Has the Volume of Mark and Collateral Disputes with Clients of Each of the Following Types Changed?| G. Nonfinancial Corporations. | Answer Type: Increased Somewhat

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

47) Over the Past Three Months, How Have Initial Margin Requirements Set by Your Institution with Respect to OTC Commodity 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

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

59) Over the Past Three Months, How Have Liquidity and Functioning in the High-Yield Corporate Bond Market Changed?| Answer Type: Remained Basically Unchanged

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

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 | 3. Adoption of More-Stringent Market Conventions (That Is, Collateral Terms and Agreements, ISDA Protocols). | Answer Type: 2nd Most Important

Number of Respondents, Quarterly, Not Seasonally AdjustedQ1 2012 to Q1 2026 (Mar 26)

Net Percentage of Respondents Tightening Price Terms to: Separately Managed Accounts

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

9) Considering the Entire Range of Transactions Facilitated by Your Institution for Such Clients, How Has the Availability of Additional (and Currently Unutilized) Financial Leverage Under Agreements Currently in Place with Hedge Funds (for Example, Under Prime Broker, Warehouse Agreements, and Other Committed but Undrawn or Partly Drawn Facilities) Changed Over the Past Three Months?| Answer Type: Decreased Somewhat

Number of Respondents, Quarterly, Not Seasonally AdjustedQ3 2011 to Q1 2026 (Mar 26)

36) 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 Nonfinancial Corporations Across the Entire Spectrum of Securities Financing and OTC Derivatives Transaction Types Changed, Regardless of Price Terms?| Answer Type: Tightened Considerably

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

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?| B. High-Yield Corporate Bonds. | Answer Type: Increased Somewhat

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

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?| G. Consumer ABS. | Answer Type: Increased Somewhat

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

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: 2nd Most Important

Number of Respondents, Quarterly, Not Seasonally AdjustedQ1 2012 to Q1 2026 (Mar 26)

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)

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q4 2011 (2023-02-22)

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?| B. Possible Reasons for Easing | 1. Improvement in Current or Expected Financial Strength of Counterparties. | Answer Type: 2nd Most Important

Number of Respondents, Quarterly, Not Seasonally AdjustedQ1 2012 to Q1 2026 (Mar 26)

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?| A. High-Grade Corporate Bonds. | Answer Type: Increased Somewhat

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

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: Eased Considerably

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

36) 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 Nonfinancial Corporations Across the Entire Spectrum of Securities Financing and OTC Derivatives Transaction Types Changed, Regardless of Price Terms?| Answer Type: Remained Basically Unchanged

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

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?| B. High-Yield Corporate Bonds. | Answer Type: Increased Considerably

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

62) Over the Past Three Months, How Have the Terms Under Which Agency RMBS Are Funded Changed?| A. Terms for Average Clients | 4. Collateral Spreads Over Relevant Benchmark (Effective Financing Rates). | Answer Type: Eased Somewhat

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

19) To the Extent That the Price or Nonprice Terms Applied to Mutual Funds, ETFs, Pension Plans, and Endowments Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 17 and 18), What Are the Most Important Reasons for the Change?| B. Possible Reasons for Easing | 6. Improvement in General Market Liquidity and Functioning. | Answer Type: Not Important (DISCONTINUED)

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q4 2011 (2023-02-22)

66) Over the Past Three Months, How Have the Terms Under Which Non-Agency RMBS Are Funded Changed?| A. Terms for Average Clients | 4. Collateral Spreads Over Relevant Benchmark (Effective Financing Rates). | Answer Type: Tightened Considerably

Number of Respondents, Quarterly, Not Seasonally AdjustedQ4 2011 to Q1 2026 (Mar 26)

19) To the Extent That the Price or Nonprice Terms Applied to Mutual Funds, ETFs, Pension Plans, and Endowments Have Tightened or Eased Over the Past Three Months (as Reflected in Your Responses to Questions 17 and 18), What Are the Most Important Reasons for the Change?| A. Possible Reasons for Tightening | 7. Less-Aggressive Competition from Other Institutions. | Answer Type: First In Importance

Number of Respondents, Quarterly, Not Seasonally AdjustedQ1 2012 to Q1 2026 (Mar 26)

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