Particle.news
Download on the App Store

Bank of England Plans Private Credit War Game After US Collapses

The goal is to test how stress in opaque private credit could transmit to banks.

Overview

  • Governor Andrew Bailey told peers the failures of First Brands and Tricolor must be taken very seriously and could signal broader fragility.
  • The Bank will run a stress-testing war game with private equity and credit firms to shine a light on vulnerabilities in non‑bank lending.
  • Participation by private equity firms, insurers and asset managers will be voluntary because these markets sit outside traditional supervision.
  • Deputy governor Sarah Breeden flagged risks including high leverage, opacity, weak underwriting and complex interconnections, noting parallels with 2008.
  • The collapses have produced multimillion‑dollar losses at some US banks, and analysts warn rate‑sensitive sectors like autos and commercial real estate remain under strain.