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Morgan Stanley Financials Conference: Headlines So Far

Morgan Stanley annual financials conference ongoing this week (to end 13-Mar), so expect plenty of headlines. Highlights so far:
  • UBS doesn't see incoming Swiss too-big-to-fail rules increasing capital requirements (he sees focus as being liquidity, post-CS event). Minor credit negative.
  • Barclays seeing further deposit migration in 2024. Credit neutral.

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