Trump Is Bad (Or Good) News For Bank Regulation: Fannie Freddie; Basel IV; China; EM And More

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Rupert Hargreaves
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Trump Is Bad (Or Good) News For Bank Regulation

Guest post from Jonathan Rochford, CFA Portfolio Manager of Narrow Road Capital.

Bank regulation on the back foot?

The outcome of the US presidential election is a potential spanner in the works for the Basel IV negotiations. The old position had the Swiss already implementing much higher capital levels, the US pushing for higher capital levels and the Europeans resisting these efforts. Morgan Stanley has banks in Europe and Australia needing a lot more capital when the likely changes are implemented.

 

Trump’s election could bring two main changes for US banks. Firstly, repealing at least parts...

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk