The Great Capital Reset: FRB Capital Framework Overhaul

Category: Regulatory · Date: 2026-03-19

Federal Reserve proposes most significant bank capital overhaul since 2015. Three proposals to modernize Basel III, GSIB surcharges, and standardized approach — cumulative CET1 reduction of 4.8% for the largest banks. Winners: JPM, GS, MS, BAC. Impact analysis across 8 GSIBs with buyback capacity estimates.

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