The oncoming bank buyback

The Fed board voted 5-2 on Wednesday to propose changes to what’s known as the enhanced supplementary leverage ratio, … The revisions would reduce holding companies’ capital requirement under the ratio to a range of 3.5% to 4.5% from the current 5%. Their banking subsidiaries would see that requirement lowered to the same range from 6%

This will release $200 ~ $225 B in capital for G-SIB. Here is the list of G-SIB

  • JPMorgan Chase
  • Citigroup
  • Bank of America
  • Bank of New York Mellon
  • Goldman Sachs
  • Morgan Stanley
  • State Street
  • Wells Fargo

The banks and financials are relentlessly moving up. Everytime I post I feel I don’t have sufficient allocations to this sector.

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