NEW YORK (April 8): Big US banks may be able to release up to US$320 billion in capital under revised draft rules unveiled by ​regulators last month, Morgan Stanley analysts estimated on Wednesday. Analysts led ‌by Morgan Stanley's Manan Gosalia wrote in a note that 36 banks will have an estimated excess capital of US$320 billion when new capital rules are implemented, 20% above the ​current US$266 billion. "Clarity on capital rules is a key catalyst for ​the banks sector," analysts wrote. The ​biggest beneficiaries ⁠of changes in the risk-weighted asset calculations will be regional banks, the Morgan Stanley analysts said, as the risk attributed to credit is being reduced. Goldman Sachs ⁠and Citigroup ​are likely to be the stand-out winners ​from a reduction in the surcharge for globally systemically important banks, or "GSIBs", the Morgan Stanley ​analysts said.

Source: The Edge Markets April 09, 2026 02:52 UTC