Reporting & analysis
Showing Banking & Credit.
The prudential regulator wrote to ADIs seeking detail on exception lending, in a sign it is watching the edges of the mortgage book closely.
Priya Nair · 23h ago·5 min
The asset class that ate the cycle has never been tested by a real default wave. It will be.
Hugh Mercer · 1d ago·7 min
Net interest margins flattened across the latest results, with the tailwind from higher rates now largely spent.
Priya Nair · 5d ago·5 min
Capital has flooded into private lending as banks retreat from parts of the market. We map the exposures few can see.
Eleanor Finch · 27 May 2026·12 min