Wall Street screams: Bullish big banks Check out our financials

TLDR: Wall Street has issued a bullish call on big banks, highlighting that forthcoming regulations requiring banks to hold more capital are less of a concern than initially proposed. This opens the door for a significant increase in buybacks, as large-cap banks have the highest excess capital levels ever. Morgan Stanley analysts also mentioned an improved backdrop for capital markets, with a potential rebound in IPOs and M&A likely to boost Morgan Stanley’s investment banking segment.