智通财经APP获悉，摩根士丹利全球研究主管凯蒂·L·休伯蒂表示，她预见美国银行业将迎来一个放松监管的新时代，然而股市似乎并未充分认识到这一点。休伯蒂在一份报告中写道：“自全球金融危机以来，银行业监管首次有可能趋于稳定或放松，而市场严重低估了其影响。”她特别强调了资本要求的降低。
摩根士丹利的金融分析师估计，美国银行业的总体超额资本“达到了历史最高水平”。
此外，对全球系统重要性银行(GSIB)附加费的调整——这是美联储对规模最大、关联性最强的银行征收的一项额外资本要求——将使高盛(GS.US)的超额资本增加最多，达20亿美元;花旗集团(C.US)增加10亿美元，分别将它们的放贷能力提高160亿美元和110亿美元。
据摩根士丹利研究显示，由于全球系统重要性银行附加费的调整，富国银行(WFC.US)的超额资本实际上将减少20亿美元，放贷能力将下降270亿美元。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.