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Story perspectives

Major Banks Cap Withdrawals Amid Rising Credit Risks

3/17/2026

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Story summary
  • JPMorgan Chase & Co., Morgan Stanley, and BlackRock restrict loans and cap withdrawals amid rising credit risk.
  • As of June 2025, U.S. banks have nearly $300 billion in loans to private credit.
  • In the first quarter, funds managed by Blackstone, BlackRock, and Morgan Stanley faced significant outflows, signaling liquidity stress.
  • Market turbulence stems from valuation issues and transparency concerns, amplified by bankruptcies of First Brands and Tricolor.