Fullym0bile

Equity Leverage (Macro)

FINRA customer margin balances (monthly). History from January 1997. Educational use only.
Margin debt (debit)
$—
MoM — | YoY —
Cash cushion ratio
Free credit / Debit
Regime
Rule-based (transparent)
HY credit spread (OAS)
ICE BofA US HY OAS
Quick Summary
Based on latest monthly readings
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Margin debt level

Last updated: —
Debit balances (margin debt)

YoY change (margin debt)

Threshold bands help classify leverage regimes.

Cushion ratio

Free credit balances total divided by debit balances.

Credit context

HY OAS is a macro stress overlay (monthly sampled).
Method: FINRA margin statistics are monthly. OAS is fetched from FRED and sampled to month-end. Not investment advice.

How it’s calculated

MoM / YoY
MoM is the percentage change vs prior month. YoY is change vs the same month 12 months ago.
Cushion ratio
(Free credit in cash accounts + Free credit in margin accounts) / Debit balances. Higher = more cash cushion relative to leverage.
Regimes
  • Low: Debit below 24M average and YoY < 0
  • Building: YoY between 0% and +15%
  • Elevated: YoY > +20% or YoY in top quartile since 1997
  • Fragile: YoY rolling over (down 3 months) while debt level remains above its 24M average
  • Deleveraging: YoY < -10% or 3-month change sharply negative
Data can be revised by the publisher. If FINRA changes the spreadsheet layout, the parser will attempt to self-heal by finding header names; if it can’t, the API will return an error with details.