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Net Interest Margin & Deposit Beta

Where the money is made — and how fast deposit costs chase the Fed.

Net Interest Margin (NIM) = (interest income − interest expense) / average earning assets. It is the single most-watched profitability measure for a depository.

The deposit-cost problem

When the Fed raises rates, asset yields reprice — but so do funding costs. How fast deposit costs follow is captured by deposit beta:

Deposit beta = Δ(deposit rate) / Δ(market rate)

A beta of 0.40 means deposit costs rise 40bp for every 100bp of Fed hikes. Betas are low early in a hiking cycle and rise with a lag as competition and customer behavior catch up — which is why NIM often peaks and then compresses mid-cycle.

Levers on NIM

  • Asset mix and duration (yield vs. rate risk).
  • Funding mix — non-maturity deposits (low beta) vs. CDs and borrowings (high beta).
  • The curve — see The Yield Curve.

How PhxIQ relates

The dashboard's policy rates (Fed funds, EFFR, SOFR) set the funding-cost backdrop; the curve sets reinvestment economics. The briefing connects each day's move to deposit-pricing and NIM pressure.