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Rates & Credit
2 min readUpdated May 16, 2026

Secured Overnight Financing Rate (SOFR)

ByConvex Research Desk·Edited byBen Bleier·
SOFRSecured Overnight Financing Raterepo rate benchmark

SOFR is the benchmark overnight repo rate that replaced LIBOR as the primary reference rate for US dollar-denominated financial contracts, calculated daily from Treasury repo transaction volumes.

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Analysis from May 14, 2026

What Is SOFR?

The Secured Overnight Financing Rate (SOFR) is the benchmark overnight repo rate for US dollar-denominated financial contracts. It is calculated daily by the Federal Reserve Bank of New York from actual transaction data in the Treasury repo market, where dealers and money funds lend and borrow overnight against Treasury collateral.

SOFR replaced LIBOR as the primary USD reference rate following the 2008-2012 LIBOR manipulation scandal. The transition was completed by June 2023, when LIBOR ceased publication for major tenors. SOFR is the FRED ticker SOFR.

Why It Matters for Markets

SOFR is the reference rate for trillions of dollars of derivatives, floating-rate loans, mortgages, and securitisations. Every SOFR fixing flows into the pricing of these contracts. Daily SOFR levels also signal the health of money markets — persistent deviations from the Fed funds target range indicate plumbing stress.

The 1-month, 3-month, 6-month, and 12-month forward SOFR rates (derived from SOFR futures) are the primary inputs for Fed policy-path pricing. SOFR-OIS swap rates and SOFR futures are the cleanest read on near-term FOMC decisions.

How to Read the Print

SOFR vs Fed funds target range. SOFR should trade within the Fed funds target range (with IORB as the ceiling, ON RRP rate as the floor). Deviations above the target signal liquidity scarcity; deviations toward the floor signal liquidity abundance.

Daily SOFR volatility. Quarter-end spikes (typically 5-15 bp above the Fed funds target on the last day of March, June, September, December) are normal as bank balance sheets contract. Larger spikes signal stress.

SOFR vs Fed funds (IORB) spread. The SOFR-IORB spread reveals whether reserve balances are scarce or abundant. Negative spreads (SOFR below IORB) signal abundant reserves; positive spreads signal scarcity. The Fed monitors this spread for QT calibration.

Historical Context

SOFR was first published in April 2018. Through normal market conditions, daily SOFR has tracked within 1-2 bp of the Fed funds target range midpoint. The September 17, 2019 repo crisis pushed SOFR to 5.25% with Fed funds at 2.25%, the largest single-day deviation in the data series.

Through 2024-2025, SOFR has traded in the 3.50-3.75% range alongside the Fed's post-September-2024 rate-cut cycle. Quarter-end spikes have been modest (5-15 bp above the target) reflecting still-abundant reserve balances. A sustained breakout above the target range or above IORB would be the first sign that QT has approached reserve-scarcity thresholds.

Frequently Asked Questions

Why did SOFR replace LIBOR?
LIBOR was based on bank survey submissions of borrowing rates and was vulnerable to manipulation (the 2008-2012 LIBOR scandal involved multiple major banks submitting false rates). SOFR is calculated from actual transaction data in the much larger and more liquid Treasury repo market, making it more representative and manipulation-resistant. The Federal Reserve Bank of New York publishes SOFR daily, and US dollar-denominated derivatives transitioned away from LIBOR by mid-2023.
How is SOFR calculated?
SOFR is the volume-weighted median rate on overnight repo transactions secured by US Treasury securities. The NY Fed calculates it daily from three sources: tri-party repo cleared via BNY Mellon, GCF repo cleared via FICC, and bilateral repo cleared via FICC. Total daily volume typically exceeds $1 trillion, making SOFR one of the most representative reference rates ever produced.
What does a SOFR spike mean?
A SOFR spike (sudden rise above the Fed funds target range) signals stress in money markets. The September 2019 repo crisis pushed SOFR above 5% with the Fed funds target at 2.25%, forcing emergency Fed intervention. Smaller spikes occur at quarter-ends as bank balance sheets contract. Persistent SOFR spikes signal reserve-scarcity dynamics.

Secured Overnight Financing Rate (SOFR) is one of the signals monitored daily in the AI-driven macro analysis on Convex Trading. The platform synthesises data across monetary policy, credit, sentiment, and on-chain metrics to generate actionable trade recommendations. Create a free account to build your own signal layer and see how Secured Overnight Financing Rate (SOFR) is influencing current positions.

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