🔻 Post (Professional & Engaging)
The cracks in U.S. banking are getting harder to ignore.
Rising exposure to private credit, regional bank stress, and opaque loan structures are flashing early warning signs.
The foundation still stands — but just barely.
Big banks remain profitable, yet smaller lenders are quietly bleeding from credit losses.
Jamie Dimon put it best: “When you see one cockroach, expect more.”
💡 Watch private credit, regional banks, and liquidity flows closely — these are the fault lines that decide whether this is a tremor or the start of a quake.