Basel III
Macro
Markets
Fed Tells Banks: The Capital Fight Is Over
Regulators privately instruct lenders to limit pushback on revised Basel rules, marking strategic shift after 2023 lobbying blitz.
Macro
Markets
Basel III Reversal Frees $200 Billion for US Banks—Now Comes the Allocation Fight
Federal regulators' March 2026 capital rule overhaul hands mega-banks unprecedented firepower for lending expansion or shareholder returns, reshaping credit markets and bank equity valuations.