UBS analyst Saul Martinez said the DFAST results from the Federal Reserve, reported after the close on Friday, were most encouraging for "those who didn't fare as well last year," like Wells Fargo (WFC). He thinks Goldman Sachs (GS), Morgan Stanley (MS) and State Street (STT) look like they have room to reach his forecasted capital returns and also said lower stressed losses at Citi (C) and JPMorgan (JPM) could suggest that the current SCB proposal may not lead to materially higher minimum capital requirements, added Martinez. However, he thinks there could be some downside to his capital return estimates for Capital One (COF), which he notes have been above consensus.

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