摩根大通认为特朗普的Bitcoin和加密货币放松管制是美国银行的胜利
摩根大通董事总经理兼瑞士机构财富管理主管 Stefan Gratzer 表示，承诺的税收、加密货币和放松管制政策变化可能会在特朗普政府的头两年影响银行。格拉泽补充说，了解特朗普的加密货币政策如何发挥作用至关重要。
摩根大通官员表示，特朗普的支持加密货币的政策是全新的，没有人知道它们的含义。然而，格拉泽坚称，围绕特朗普承诺的放松管制和减税而建立的乐观情绪将为已经蓬勃发展的经济带来收益。他指出，许多人预计特朗普的加密货币放松管制以及其他承诺将推动经济增长，就像美联储倾向于“宽松货币立场”一样。
放松管制的加密市场将为摩根大通等银行带来巨大利益
摩根大通私人银行董事总经理 Stefan Gratzer 表示，如果在税收、放松管制和加密货币方面做出政策改变，唐纳德·特朗普第二任期的头两年可能会“相当有影响力” https://t.co/d4cTQoD6qw
—彭博加密 (@crypto) 2024 年 11 月 10 日
JPMorgan’s Gratzer noted that Trump’s support in the Senate and the House could see his pro-crypto policy changes pass in the next two years. He continued to explain that a deregulated crypto market was likely to drive new business for U.S. lenders. Gratzer’s comments suggested that Trump’s comeback was set to have profound implications for sustainable investing. Historically, a surge in crypto prices dovetailed with monetary policy easing, making money borrowing cheaper.
Mike Mayo, analyst at Wells Fargo, also noted that Trump’s policies could be a regulatory game changer for the banking industry. Reduced regulatory risks could help banks by driving loan growth, investment bank revenues, and a more pro-growth attitude that could eventually improve banks’ bottom line.
As markets continued to react to Trump’s reelection, bank stocks and crypto were among the biggest beneficiaries as Bitcoin broke above the 80K mark, according to CoinGecko’s recent data.
A Quartz report also showed that JPMorgan Chase and Citigroup shares surged 8%, Wells Fargo stock gained 12%, Bank of America climbed 7%, Morgan Stanley shares increased by 9%, and Goldman Sachs added 10% in the wake of Trump’s win.
Notably, the ripple effects of Trump’s policies would be felt globally as economies closely tied to the U.S. trade policy brace to bear the brunt.
European banks set to face tougher competition under Trump’s government
According to Reuters, Europe’s banks were likely to face a significant challenge in closing the gap on their U.S. rivals like JPMorgan Chase as Wall Street awaited a new era of Trump’s deregulation. U.S. banks had soared in value and stolen market share in investment banking as lenders in Britain and the Eurozone struggled with weak economies and low profitability.
David Materazzi, the CEO of Galileo FX, highlighted that deregulation and tax cuts in the U.S. contrasted with Europe’s strict oversight and low-interest-rate grinds. He said that U.S. banks could optimize capital and ramp up loan volumes in ways that their European counterparts could not match if U.S. banks received the expected policy support. Michael Schulman, chief investment officer at Running Point Capital Advisors, asserted that European banks would be competing with ‘one hand tied behind their backs.’
However, Reuters reported that the pace of any deregulation would be determined by the new regulators and key policymakers that President-elect Trump had yet to nominate.
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