Capital Markets Figures That Change: Volatile-Figures Register

About this page

Some numbers in a finance book go stale fast: limits, thresholds, rates and benchmark levels. This register lists the figures in Capital Markets that change, with the date each was last checked, so you know what to re-verify before relying on it.

It is a short, practical reference: look up the number, see when it was last confirmed, and follow the source to the current value. Bookmark it and check back whenever a rule or rate makes the news.

A sample of the figures (149 on the full page)

Basel market-risk internal models: expected shortfall at 97.5th percentile (MAR33.3) — next review: October 2027

ICE BofA BBB US Corporate Index effective yield 6.19% (Oct 1, 2026) — next review: October 2027

Bloomberg adjusted beta 0.67 × raw + 0.33; default two years of weekly data — next review: October 2027

FINRA Rule 5150 fairness opinion disclosures — next review: October 2027

§163(j) interest cap 30% of EBITDA-like adjusted taxable income (OBBBA, from 2025) — next review: October 2027

SEBI SAST 25% trigger, 26% minimum offer, 5% creeping limit — next review: October 2027

NY Fed yield-curve recession probability model figures — next review: January 2027

SOFR 3.87% and SOFR volume about $3.07 trillion (Oct 1, 2026) — next review: January 2027

CCP standards: initial margin at 99% one-tailed confidence; cover-1/cover-2 resources (PFMI) — next review: October 2027

SPIVA India Mid-Year 2026: 85% / 80% / 85% / 74% of active large-cap funds underperformed (6 months/3/5/10 years) — next review: March 2027

Factor premia and small-value regression through August 2026 (HML −1.31%/yr since 2007) — next review: October 2027

US 100% bonus depreciation, permanent for property acquired after Jan 19, 2025 — next review: October 2027

SEBI Gensol proceedings (confirmatory order July 2025; forensic audit pending) — next review: April 2027

Say-on-pay average support about 91% (Russell 3000) / 90% (S&P 500), first half of 2025; 460 bp lower director support after a failed vote — next review: November 2026

SEBI Reg 17(6)(e): promoter executive director pay above ₹5 crore or 2.5% of net profit needs special resolution — next review: October 2027

Private credit market $2.1 trillion (2023, IMF), about three-quarters US — next review: October 2027

REIT/InvIT 90% NDCF distribution at least every six months — next review: October 2027

EU Listing Act research payment changes apply from June 2026; UK joint payments from August 1, 2024 — next review: October 2027

SIPC limit $500,000 including $250,000 cash — next review: October 2027

Bank of Japan policy rate target around 1.25% (from Sept 24, 2026) — next review: January 2027

Yes Bank AT1 case: Supreme Court judgment reserved Feb 26, 2026 (pending) — next review: January 2027

GENIUS Act implementing rules: OCC (Feb 2026), Treasury (Aug 18, 2026), Fed (Sep 29, 2026) all proposed, none final; effective by Jan 18, 2027 — next review: February 2027

Digital euro: next phase from Oct 30, 2025; issuance possible 2029 if legislation in 2026; holding limit unset — next review: October 2027

ACH 2025 35.2bn payments/$93tn; RTP Q3 2026 $621bn; FedNow $0.045 fee, $10m limit; Zelle 2025 $1.2tn — next review: October 2027

US 1-year Treasury 4.54% and euro AAA 1-year 2.96% (Sep 30, 2026) — next review: January 2027

Good to know

Why some numbers go stale: tax limits, benefit thresholds, policy rates, capital requirements and benchmark levels are reset by regulators and legislatures, often once a year. A book that quotes them is right on the day it is written and wrong a year later unless someone checks again.

How I handle it: each figure that moves is listed with the place it appears and the month it will next be reviewed. The aim is that you never have to guess whether a number is current: look it up, see when it was confirmed, and follow the source to the live value.