Topic

US Regulation Research

Finvaulta tracks 1354 research reports on US Regulation, updated through October 12, 2026. Latest: Nuclear Nuggets: Global Reactor Tracker - October Edition; 3Q26 Preview.

Institutional research on US Regulation covering government bonds, equities, commodities, and foreign exchange, from Goldman Sachs, UBS, MUFG, and J.P. Morgan. Finvaulta indexes each report with a summary, key figures and its original publication date.

Finvaulta is an independent research collection; views and forecasts belong to the named report issuers.

Latest research

Nuclear Nuggets: Global Reactor Tracker - October Edition; 3Q26 Preview

Goldman Sachs·Oct 12, 2026

Goldman Sachs' October 2026 Global Reactor Tracker reviews developments across global conventional and SMR nuclear projects, noting range-bound uranium spot prices around $90/lb on multi-year low spot volumes. Ahead of 3Q26 earnings, the team maintains a Buy on Standard Nuclear ($18 PT) and Neutral ratings on NuScale Power ($6 PT) and Oklo ($49 PT, lowered from $57).

Compare with the previous edition (Sep 13, 2026)

FERC Largely Rejects IRAS Proposal: Mixed for IPPs Following CEG Deals

Goldman Sachs·Oct 11, 2026

FERC partially approved PJM's IRAS proposal by accepting the large load definition and registry while rejecting curtailment rules, BYONC accreditation, and VRR demand curve exclusions. Goldman Sachs views the decision as supportive of capacity auction pricing and maintains Buy ratings on TLN, VST, and NRG.

Compare with the previous edition (Sep 30, 2026)

Will No One Think of the Bondholders?

UBS·Oct 9, 2026

While rising bond yields increase borrowing costs for governments, they provide a long-overdue benefit to investors. After more than a decade of artificially suppressed yields post-GFC, higher yields represent a welcome return to fair risk-free returns.

Compare with the previous edition (Oct 5, 2026)

US Power & Utilities: Watt's On Tap Next Week

Bank of America·Oct 9, 2026

This report highlights key regulatory catalysts in the US Power & Utilities sector for the week of October 12–16, 2026. Key events include Kentucky-American Water's rate case hearing and critical large-load data-center framework decisions in CAISO and ERCOT.

Compare with the previous edition (Oct 2, 2026)

Global Rates Weekly: License to Steepen

Bank of America·Oct 9, 2026

BofA argues that markets are underpricing the probability of an October FOMC rate hike, and absent hawkish central bank action, resilient growth will drive global yield curve steepening. The report recommends paying October FOMC OIS, initiating short 3m2y EU vs US vol, and positioning for shorter WAM via long 20Y butterfly and UK T-bill expansions.

Compare with the previous edition (Oct 2, 2026)

Hike Cycle Lessons for the US Rates Curve

Goldman Sachs·Oct 9, 2026

Following the resumption of G10 rate hikes after the war in Iran, historical cycle analysis indicates US yields will peak once core inflation moderation is confirmed. With the US curve's post-hike steepening acting as an outlier, the 5-10y belly offers the most attractive value for outright long positions.

Compare with the previous edition (Oct 8, 2026)

Selected research

Selected for relevance; publication dates show when each report was written.

Data Centres Could Face Fallout from US Midterm Campaign Messaging

UniCredit·Oct 6, 2026

US public perception of data centres has turned sharply negative amid cost-of-living concerns and perceived power grid strain. As politicians across both parties seize on the issue ahead of the midterms, data centre operators face risks of tighter permitting, moratoria, and eliminated tax breaks.

Asia Credit Spotlight: Impact of Fed Rate Hikes, Sri Lanka's Rating Upgrade

UBS·Oct 6, 2026

UBS maintains a constructive, balanced stance on Asia credit as attractive yield carry (near 6% for IG and high-7% for HY) provides a substantial cushion against elevated US Treasury volatility. The asset class is further supported by stable corporate fundamentals, negative net issuance, and sovereign rating improvements such as Fitch's upgrade of Sri Lanka to B-.

Keep Calm and Muddle On

Deutsche Bank·Oct 6, 2026

Deutsche Bank's global survey shows investors believe the US will ultimately deal with its debt burden through muddling through and inflation, with 57% ranking inflation in the top two. In contrast, fiscal consolidation and outright default are viewed as the least likely outcomes.

Mapping the Utility Implications of the 2026 Gubernatorial Elections

Bank of America·Oct 5, 2026

BofA analyzes the impact of the 2026 gubernatorial elections across 36 states on regulated electric and gas utilities. The report concludes that stock impacts are driven by utility commission appointments and data center large-load policies rather than partisan control.

Americas Banks: Overviewing the Fed's CCAR Final Rules and Proposal

Goldman Sachs·Oct 1, 2026

On September 30, 2026, the Federal Reserve finalized key CCAR stress testing reforms, including two-year SCB averaging, moving the compliance effective date to January 1, and introducing a dual Global Market Shock framework alongside proposed PPNR model revisions. Goldman Sachs estimates a negligible near-term capital impact for the top 7 US banks (a ~5bps SCB increase and <$1bn change in excess capital), but notes the rules reduce SCB volatility by ~50%, potentially allowing lower management buffers over time.

Back to School: Regulatory Developments in Financial Services

Deloitte·Sep 29, 2026

Deloitte's September 2026 report outlines regulatory changes and strategic priorities across US banking, capital markets, insurance, investment management, and private capital heading into 2027. Regulators are streamlining compliance and encouraging innovation such as tokenization and AI, while sharpening oversight of private credit and third-party operational dependencies.