European Banks' Private Credit Exposure Seems Manageable -- Market Talk

Dow Jones03-17 20:08

1206 GMT - A 10% writedown in European banks' direct exposure to private credit would be manageable for the sector, J.P. Morgan analysts say. BNP Paribas, Deutsche Bank and Barclays each have between $27 billion and $32 billion worth of private credit-linked holdings, the analysts calculate. That exposure is far lower than banks' holdings in more traditional assets, and a 10% fall in private credit holdings "can be absorbed through 2026 earnings," the analysts say. The secondary consequences of a private credit crisis--via negative impacts on other credit markets and strains on the links between banks, insurers and pension funds--are an area of bigger concern, the analysts say. Barclays and BNP Paribas both gain around 1.4%, while Deutsche Bank slips 0.6%.(josephmichael.stonor@wsj.com)

(END) Dow Jones Newswires

March 17, 2026 08:08 ET (12:08 GMT)

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