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The Strategic Value of Regulation and Supervision

The Strategic Value of Regulation and Supervision

by Starling Insights

Starling Insights Editorial Board

Sep 26, 2025

Observations

In a speech delivered last week, Erik Thedéen, Chair of the Basel Committee on Banking Supervision and Governor of Sveriges Riksbank, argued that regulation and supervision should be seen not as barriers to growth, but as strategic assets for banks and the broader economy.

He pushed back against the view that capital and liquidity rules are mere costs, stressing that well-capitalised and liquid banks gain competitive strength. They can continue lending in crises, preserve franchise value, and win market share when weaker peers pull back. But he placed equal weight on supervision as a “second set of eyes,” offering independent challenge, cross-institutional insights, and early warnings that even well-run banks cannot generate internally. "Supervisors are not rivals standing in the way of banks' success," Thedéen argued. “Instead, banks should look to supervisors as a partner in resilience.”

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