Bank investors are optimistic about looser regulation under Trump, with potential for increased lending

From CNBC: 2025-06-26 15:57:00

The Federal Reserve proposed changes to lower capital requirements for U.S. banks, including Goldman Sachs and Wells Fargo, after the 2008 financial crisis. The proposal allows banks to lend more and buy U.S. government bonds. The move signals a larger easing of banking regulations under President Trump. Some worry it could increase systemic risk. Goldman Sachs’ investment banking business is thriving, while the Fed lifted Wells Fargo’s asset cap. (Jim Cramer’s Charitable Trust is long GS, WFC. See here for a full list of the stocks.)

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