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L.3 · BEGINNER · 3 MIN

SOFR: The Rate That Replaced LIBOR

Learn how bonds work, why they matter, and how professionals use them to manage risk and generate income.

Quiz · 5 questions ↓
§ 01
Floating Rate = Reference Rate + Spread
§ 02

LIBOR was based on a daily survey of a panel of banks — 'what would you charge me to borrow overnight?' — and could be (and was) manipulated by panel banks who had positions in LIBOR-referencing derivatives. The 2012 LIBOR scandal exposed years of coordinated rate-fixing; cumulative fines and settlements exceeded $9 billion across the major banks (RBS paid $612M, Barclays $453M, UBS $1.5B, Deutsche Bank $2.5B, and other settlements through 2015). SOFR is transaction-based — it is computed from ~$1.5 trillion per day of actual Treasury repo transactions, not from survey responses. The rate is much harder to manipulate because it reflects real trades.

§ 03
Look up the current SOFR rate on the New York Fed site (newyorkfed.org/markets/reference-rates/sofr) or FRED series `SOFR`. Then look up the current Fed Funds rate (FRED series `DFF`). The two typically run within 5-15 basis points of each other — SOFR usually slightly BELOW Fed Funds (because SOFR is collateralized and Fed Funds is unsecured), though in periods of secured-funding tightness SOFR can run above Fed Funds, particularly at quarter-end.
§ 04

Overnight SOFR is published daily by the New York Fed as the actual transaction-weighted rate from yesterday's repo trades. Term SOFR is a forward-looking estimate of average SOFR over a future period (1-month, 3-month, 6-month, 12-month) — published by CME for predictability in lending. Most floating-rate corporate loans now reference Term SOFR because borrowers want to know their interest rate for the period ahead, not after the fact. For the full mechanics of interest-rate swaps and the LIBOR-to-SOFR transition, see deriv-5 'Interest Rate Swaps: The World's Largest Derivative Market'. For how SOFR flows into the cost-of-debt component of WACC, see corpval-2 'Cost of Debt: What Lenders Actually Charge' (advanced 301-tier; requires dcf-201 and credit-201 as path-prereqs).

Five questions · AI feedback

Sit with the ideas.

Atlantic Industrial signed a $500M revolving credit facility in 2019 at 'LIBOR + 200 bps' when 3-month LIBOR was 2.5%. After the 2021 transition, the loan documents converted to 'Term SOFR + 200 bps + 11.448 bps ARRC credit spread adjustment.' Today, 3-month Term SOFR is 4.0%. What is Atlantic's all-in rate today, and why did LIBOR end?

Why:
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