Finance Encyclopedia 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 Finance Encyclopedia 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 (120 on the full page)

SSA 2023 period life table: US male q = 0.003115 at 40, 0.016455 at 65; life expectancy 18.12 at 65 — next review: October 2027

Cat bonds outstanding $63.4 billion and alternative capital $144.5 billion (June 30, 2026); global reinsurance capital $790 billion (March 31, 2026) — next review: September 2027

IRDAI ULIP five-year lock-in and discontinuance charge caps — next review: October 2027

KBRA CMBS delinquency 7.6% ($25.4bn), office distress 17.8% (August 2026) — next review: January 2027

US FY2025 deficit $1,775.4B; debt held by the public $32.43T (Oct 1, 2026) — next review: October 2027

US interest-to-revenue 18.5% (FY2025) — next review: October 2027

Sri Lanka, Ghana and Zambia restructuring status — next review: October 2027

US §6662(e)/(h) transfer pricing penalty thresholds ($5m/10%, $20m/20%) — next review: October 2027

Inclusive Framework membership (148 as of January 2026) — next review: October 2027

Pillar Two transitional carve-out rates for 2026 (9.4% payroll, 7.4% tangible assets) — next review: January 2027

India GAAR ₹3 crore threshold and grandfathering; Tiger Global (January 2026) aftermath — next review: April 2027

Rule 610 access-fee cap $0.003; $0.001 cap and half-cent tick deferred to November 2027 — next review: November 2027

Indian market-wide circuit breakers 10%/15%/20% and halt durations — next review: October 2027

US long-term capital gains rates 0/15/20%, $3,000 capital-loss limit, 30-day wash-sale window — next review: October 2027

EPA emission factors (natural gas 53.06 kg/MMBtu, diesel 10.21 kg/gal, grid 771.5 lb/MWh, 2025 hub) — next review: January 2027

EU ESG Ratings Regulation transitional deadlines (August 2 and November 2, 2026) — next review: December 2026

Morningstar 2025 sustainable fund flows (−$84 billion global, −$21 billion US; $3.9 trillion assets) — next review: March 2027

CASS firm classes: large above £1 billion client money or £100 billion custody assets; small below £1 million and £10 million — next review: October 2027

CASS 15 safeguarding regime in force since May 7, 2026 (PS25/12) — next review: October 2027

US Basel III re-proposal (March 2026) still a proposal; drops the ILM — next review: January 2027

US bank 36-hour incident notification; SEC 8-K four business days — next review: October 2027

UK operational resilience rules (SYSC 15A, SS1/21) unchanged since 2022 — next review: October 2027

Spending multipliers mostly 0.6 to 1 (Ramey 2019 survey) — next review: October 2028

NBER: no US business-cycle peak after February 2020 — next review: October 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.

How to use it: before you rely on a threshold, a rate or a limit from any chapter, find it in the register, check the review month, and compare it with the publisher’s current figure. If the review month has passed, treat the number in the chapter as a guide to how the calculation works rather than as today’s value.