Big US banks add $600bn in value as deregulation spurs gains
Big US banks add $600bn in value as deregulation spurs gains
In the aftermath of the 2008 financial crisis, the biggest US banks were encumbered with regulations that made investors lukewarm about the sector.
Those banks are now benefiting as the Trump administration starts to roll back many of the rules, however.
“You cannot underestimate how important this regulatory change has been to the stock prices,” said RBC banking analyst Gerard Cassidy.
“The profitability of the industry was severely reduced because of the financial crisis because the banks had to bring on much more capital, deservedly so.”
Financial Times 24 December 2025
https://www.ft.com/content/0784b2a8-11fc-45d2-81c6-78325886e974
Storbankerna hade ett lysande år 2025 med totalavkastningar på 32,7–60,7 procent vardera. På fredagen noterar SEB, Nordea och Swedbank nya kursrekord.
När aktier och huspriser stiger är räntan för låg.

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