Daily Regulatory Briefing - Jun 25, 2026
Morgan here.This is Lex Reg Pulse Daily for Thursday, June 25, 2026.The Federal Reserve's 2026 stress test results are the lead.All 32 large bank holding companies passed, absorbing a projected $708 billion in loan losses under a severe-recession scenario — 39% commercial real estate declines, 30% home-price drops, 10% unemployment — while losing only 1.6 percentage points of capital.JPMorgan, Goldman Sachs, and State Street moved within hours to raise dividends and expand buybacks.State Street announced a planned 10% dividend increase.Capital buffers cleared regulatory minimums across the…
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