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SOFR jumps 12bps, largest rise since COVID amid funding spike

EditorAhmed Abdulazez Abdulkadir
Published 2024-10-02, 09:14 a/m
SPY
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On Wednesday, the US funding rates experienced a significant surge, as evidenced by the Secure Overnight Financing Rate (SOFR) which saw its largest single-day increase since the onset of the COVID-19 pandemic.

On September 30, SOFR rose by 12 basis points, a notable movement coinciding with a substantial $450 billion rise in SOFR volumes, predominantly due to bilateral trades. Additionally, sponsored repo volumes witnessed a considerable $158 billion climb.

This spike in funding rates was accompanied by an unusual pattern of Federal Reserve repo facility usage. The Fed's Standing Repo Facility (SRF), aimed at adding liquidity, was utilized to the extent of $2.6 billion, marking the highest usage since 2020.

Conversely, the Overnight Reverse Repurchase Agreement (ON RRP) facility, which drains liquidity, saw an increase of $29 billion, reaching a total of $465 billion. This dual action of adding and draining repo liquidity by the Fed was the most significant since March and April 2020.

The market dynamics on September 30 also showed a breach in the repo corridor, with Generalized Collateral rates exceeding the upper limit of the Federal Funds Rate (FFR) by reaching over 518 basis points, surpassing the 500 basis points threshold. This breach indicates a tightening in the short-term funding markets, which could have implications for the year-end funding landscape as well as the Federal Reserve's balance sheet policy considerations.

The sharp movements in funding rates and the associated volume increases across various repo market segments reflect underlying stresses and adjustments in the financial system. The Fed's actions in managing liquidity through its repo facilities are closely watched as indicators of market conditions and monetary policy implementation.

In other recent news, significant developments have been observed in the financial landscape. The Federal Reserve has implemented a substantial 50 basis point rate cut, as analyzed by Morgan Stanley (NYSE:MS) and Wells Fargo (NYSE:WFC). Both firms predict further 25 basis point reductions, aligning with the Fed's own projections. This action comes despite a healthy economy and strong labor market, indicating the Federal Reserve's preemptive approach to potential economic risks.

On another note, escalating tensions in the Middle East have prompted a market selloff, with investors gravitating towards safe-haven assets. Analysts at Tellimer and LPL Financial (NASDAQ:LPLA) are closely monitoring the situation, considering the potential impact on oil prices and the possibility of further market turbulence.

Investors are also keenly awaiting a critical labor market data report. The report follows a series of weaker-than-expected job increases and its results could influence the Federal Reserve's policy decisions.

In international developments, Morgan Stanley anticipates further rate cuts by the Federal Reserve and the European Central Bank. In contrast, the Bank of Japan is expected to increase rates in January. The firm also predicts rate cuts by the Bank of England in November and December, citing a mix of softening economic data and stable inflation.

Lastly, the Federal Open Market Committee's larger-than-anticipated 50 basis point reduction in the federal funds rate has raised questions about the future pace of rate reductions. Wells Fargo suggests the decision on whether the FOMC will opt for another 50 bps cut or switch to a more moderate 25 bps rate cut by the end of the year could be a close one.

InvestingPro Insights

As the funding rates and repo market dynamics continue to evolve, it's worth examining the broader market context through the lens of the SPDR S&P 500 ETF Trust (SPY (NYSE:SPY)), which tracks the S&P 500 index. According to InvestingPro data, SPY is currently trading near its 52-week high, with a price at 98.94% of its peak. This suggests that despite the recent funding rate volatility, the overall market sentiment remains strong.

InvestingPro Tips highlight that SPY has maintained dividend payments for 32 consecutive years, demonstrating resilience through various market cycles, including periods of funding stress. Additionally, SPY has shown a strong return over the last five years, which may provide some context for investors navigating the current market conditions.

The ETF's current dividend yield stands at 1.23%, with the most recent ex-dividend date on September 20, 2024. This consistent dividend performance, coupled with a year-to-date price total return of 20.76%, indicates that the broader market has remained robust despite the recent funding rate fluctuations.

For investors seeking a deeper understanding of market trends and additional insights, InvestingPro offers 6 more tips that could provide valuable context to the current market situation and its potential impact on equity performance.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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