2026-12525NoticeWallet

Options Clearing Adds Implied Rates to Pricing Curve

Published Date: 6/23/2026

Notice

Summary

The Options Clearing Corporation (OCC) is updating how it calculates interest rates used in pricing options by adding a new source called 'options implied interest rates.' This change helps make option prices more accurate and affects traders and investors who rely on OCC’s pricing models. The update is under review now, and it could impact how options are valued and traded soon.

Analyzed Economic Effects

3 provisions identified: 3 benefits, 0 costs, 0 mixed.

OCC adds options-implied rates

OCC will add options-implied interest rates (box rates) from the SPX options market as an additional input when building the interest rate discount curve used in options pricing. This aims to make option valuations, especially for deep-in-the-money and medium- to long-term expirations, more in line with market quotations.

Modest aggregate margin reduction

OCC's analysis showed the proposed change produced a modest total margin reduction in one example: about $141 million (approximately 0.27%) on a typical business date in November 2025. Individual portfolios with concentrated deep-in-the-money options could see larger changes in their margin requirements.

Box rates ~20–40 basis points higher

OCC observed that box rates derived from SPX options generally exceed SOFR-based rates by about 20 to 40 basis points across tenors. Incorporating these box rates will most strongly affect deep-in-the-money options and longer-dated expirations where discounting matters more.

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Key Dates

Published Date
6/23/2026

Department and Agencies

Department
Independent Agency
Agency
Securities and Exchange Commission
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