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Rates & BondsIntermediate

Federal Funds Rate

Fed Funds RateFed Funds

The overnight interest rate at which U.S. banks lend reserve balances to each other — the primary policy rate the Fed targets to steer the economy.

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The Federal Funds Rate is the rate at which depository institutions lend reserve balances held at the Federal Reserve to other banks overnight. It is the anchor for short-term borrowing costs throughout the entire U.S. financial system.

The FOMC sets a target range for the fed funds rate. All short-term rates — from T-Bills to SOFR to prime lending rates — track the fed funds rate closely. When the Fed hikes, borrowing becomes more expensive economy-wide; when it cuts, financial conditions ease.

For traders, the fed funds rate and its expected path (priced in the fed funds futures market) is the single most important variable driving duration risk, credit spreads, and equity valuations. A 25bp surprise hike can ripple across every asset class within seconds.

#fed-policy#interest-rates#macro

Related Terms

Rates & Bonds

Basis Point

One hundredth of one percentage point (0.01%) — the standard unit for quoting changes in interest rates, yields, and credit spreads.

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Breakeven Inflation Rate

The inflation rate at which a nominal Treasury and a same-maturity TIPS deliver equal returns — the market's priced-in inflation expectation.

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Carry (Rates)

In fixed income, the net income earned by holding a bond position after financing costs — positive carry means the bond yields more than its funding rate.

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CME FedWatch

A CME tool that converts 30-day Fed Funds futures prices into market-implied probabilities of Fed rate moves at upcoming FOMC meetings.

Intermediate
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Curve Flattening

When the yield spread between long- and short-term Treasuries narrows — short yields rising faster than long yields, or long yields falling faster.

Advanced
Rates & Bonds

Discount Rate

The interest rate the Federal Reserve charges commercial banks for direct short-term borrowing from the Fed's discount window.

Intermediate
Rates & Bonds

Dovish

A monetary policy stance favouring lower interest rates and easier financial conditions to support growth and employment — the opposite of hawkish.

Intermediate
Rates & Bonds

FOMC

The Federal Open Market Committee — the Fed body that sets U.S. monetary policy, meeting eight times per year to vote on the federal funds rate target.

Intermediate
Rates & Bonds

Hawkish

A monetary policy stance favouring higher interest rates and tighter financial conditions to combat inflation — the opposite of dovish.

Intermediate
Rates & Bonds

Inverted Yield Curve

When short-term Treasury yields exceed long-term yields — historically the most reliable leading indicator of U.S. recession.

Intermediate
Rates & Bonds

IORB

The rate the Fed pays banks on reserves held at the Fed — its primary administered tool for steering the fed funds rate within target.

Advanced
Rates & Bonds

Quantitative Easing

A Fed policy of purchasing Treasury bonds and MBS to inject liquidity, lower long-term yields, and stimulate the economy when short rates are near zero.

Intermediate
Macro & Economics

Real Interest Rate

The nominal interest rate minus expected inflation — the true, inflation-adjusted return on lending or cost of borrowing.

Intermediate
Rates & Bonds

Repo

A repurchase agreement — a short-term (often overnight) collateralized loan where securities are sold and agreed to be repurchased, serving as the plumbing of money markets.

Advanced
Rates & Bonds

Reverse Repo

The Fed's tool for absorbing excess reserves from money markets — the counterparty sells Treasuries to the Fed overnight, draining liquidity from the system.

Advanced
Rates & Bonds

SOFR

Secured Overnight Financing Rate — the benchmark short-term interest rate based on actual overnight Treasury repo transactions, replacing LIBOR.

Advanced
Rates & Bonds

T-Bill

Short-term U.S. Treasury debt maturing in 4, 8, 13, 26, or 52 weeks, sold at a discount to face value rather than paying coupon interest.

Beginner