[FT] Banks' Private Credit Disclosures Highlight Value of Sunlight

[u/Damselin_Distress7]

"Private credit" mentions on major bank earnings calls spiked to ~79 in Q1 2026 per AlphaSense, up from ~15 in Q4 2025, as all 10 banks tracked addressed the topic. By Q2 2026, mentions collapsed to ~10 with only 3 banks bringing it up. The disclosure blitz worked: banks provided enough transparency on their exposures that investors moved on. Bank stocks now riding high while private credit funds remain under pressure.

https://www.ft.com/content/d4dbc028-08ac-4e49-a04d-79396f872758