The International Swaps and Derivatives Association (ISDA) highlighted an article by its chief executive, Scott O’Malia, arguing that the draft Basel III endgame package put out for consultation by US regulators in 2023 is calibrated too aggressively and would unduly constrain US banks’ trading activities, with knock-on effects for market liquidity. O’Malia frames bank capital setting as a “balancing act” between avoiding vulnerabilities from insufficient capital and avoiding disproportionately high requirements that limit banks’ capacity to intermediate in financial markets. As Basel III is implemented globally, he argues the US draft risks tipping this balance, citing ISDA analysis of impacts on banks’ trading books, and calls for the calibration flaws to be rectified and for policymakers to assess implications for market functioning and liquidity, including the provision of central clearing.