Volume 22, Issue 2 April 2026

Rightsizing Bank Capital: The Role of Macrofinancial Structure

Abstract

We employ a macroeconomic cost-benefit approach to determine the appropriate tier 1 capital ratio for the banking systems of advanced economies. The macroeconomic costs of higher capital ratios are quantified using structural and semi-structural models of the Irish economy, while the macroeconomic benefits are derived using probabilistic models of financial crises and assumptions about the persistence of resulting output losses. We then examine the role of certain macro-financial characteristics in determining the optimal level of bank capital. Incorporating these characteristics, the “rightsized” level of capital lies in a range of 12.5 to 19 percent. 

Authors

  • Niall McInerney
  • Martin O’Brien
  • Michael Wosser
  • Luca Zavalloni

JEL codes

  • E5
  • G01
  • G17
  • G28
  • R39

Other papers in this issue

Bruno Albuquerque and Martin Iseringhausen and Frederic Opitz

Andrew B. Martinez and Alexander D. Schibuola and David Beckworth

Kārlis Vilerts and Sofia Anyfantaki and Konstantīns Beņkovskis and Sebastian Bredl and Massimo Giovannini and Florian Matthias Horky and Vanessa Kunzmann and Tibor Lalinský and Athanasios Lampousis and Elizaveta Lukmanova and Filippos Petroulakis and Klāvs Zutis

Olivier De Jonghe and Konstantīns Beņkovskis and Karolis Bielskis and Diana Bonfim and Margherita Bottero and Tamás Briglevics and Martin Cesnak and Mantas Dirma and Marina Emiris and Pálma Filep-Mosberger and Valentin Jouvanceau and Nicholas Kaiser and Dmitry Khametshin and Tibor Lalinský and Viola M. Grolmusz and Laura Moretti and Artūrs Jānis Nikitins and Angelo Nunnari and Maria Rodriguez-Moreno and Elitsa Stefanova and Lajos Tamás Szabó and Kārlis Vilerts and Sujiao Emma Zhao

Aurélien Espic and Lisa Kerdelhué and Julien Matheron