Moody's Ratings released a special report indicating that loan exposures of U.S. banks to private credit providers are approaching $300 billion. This is part of a larger $1.2 trillion in loans to non-depository financial institutions (NDFIs) as of late June, a figure now disclosed by banks with over $10 billion in assets. The report underscores the rapid expansion of the private credit market, which has tripled in assets over the last decade. The firm warns that this growing appetite for lending to private credit funds introduces new risks for banks. These risks include potential for weaker underwriting standards, credit concentration, and difficulties in assessing the true risk of opaque and illiquid private credit instruments. Moody's noted that while the largest 25 domestic banks hold most of the exposure, smaller banks are also increasing their involvement, which could strain their risk management capabilities.
Moody's Report: US Banks' Private Credit Loan Exposure Nears $300 Billion, Highlighting Growing Risks
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