Finance & Banking — Fed Probes Bank Exposure to Private Credit as Housing Market Divergence and Crypto Geopolitics Reshape Risk Landscape

Finance & Banking · 2026-04-11

TODAY'S SIGNAL — The Federal Reserve's move to scrutinize U.S. banks' private credit exposures, alongside the Treasury Department's parallel inquiry into insurance industry linkages, signals regulators are preparing for potential systemic risk transmission from the $1.7 trillion private credit market into traditional banking. This comes as the housing market undergoes a geographic inversion — Sun…