Derivatives reform changed everything across the value chain

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Issues, insights and all the news fit to blog.

Today’s rules are already yesterday’s news. Get up-to-the-minute reports as well as our team’s insight and point of view on what’s happening in the industry.

Initial Margin Thresholds Raised for Phase 5

New Thresholds for Initial Margin Phase 5 Uncleared Derivatives

July 2019: In response to industry concerns about readiness, regulators changed the threshold for Phase 5 and added a 6th Phase-in for Initial Margin for Uncleared Derivatives. Phase 5 Threshold Raised, Phase 6 Added
  • Phase 5 threshold now covers entities with more than $50 billion [i] in Average Aggregate ...
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The Challenges of Phase Five Initial Margin

On September 1, 2019, the deadline for Phase 4 brought 23 new groups posting Initial Margin for Uncleared Derivatives. Including Phases 1-3, we’ll have a total of 43 entities posting Initial Margin.  With Phase 5 processes being completed here is the list of the Challenges of Phase Five Initial Margin ...
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SOFR the new LIBOR

The New IBOR

The Secured Overnight Financing Rate (SOFR) Replaced LIBOR For new transactions as of April 1, 2018. USD IBOR will continue to be used for existing swaps and loans. Today, SOFR will be used to measure the cost of borrowing cash overnight collateralized by US Treasuries. SOFR will be used to ...
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