Live tools - track it yourself
Interactive trackers built on primary-source data. Filter, drill down by institution, and export. These are SPA apps inside Tremor - the analyses below explain what each one shows and why it matters.
- US Bank Exposure to Non-Bank Lenders (NDFI)How much US banks lend to non-banks, by institution. FDIC call-report data.
- US Insurance Assets TrackerLife & P&C, 73 series, 25 years - including private-credit and offshore-reinsurance exposure.
- Private CreditThe private-credit stress view inside Tremor.
- BDC StressBusiness Development Companies - discounts, withdrawals, gates.
Default rates & the 'market for lemons'
- Private Credit Default Rate Hits a Record 6.0% (2026): A Market for Lemons? Banks and Insurers Deep In It.May 2026
- Banks Holding the Line.. But the 'Lemons' Sit Off the Chart - in Private Credit, Credit Unions and Non-Bank Consumer Lenders.May 2026
- Private Credit - The $2.7 Trillion Shadow Lending Market Is Showing CracksMar 2026
US bank exposure to non-banks (NDFI)
- Banks Keep Funding the Non-Banks. $1.65T in Q1 2026, Up 42% in Five Quarters. US Banks NDFI Update.May 2026
- US Bank Exposure to Non-Bank Lenders - Now in an Interactive Analytics ToolApr 2026 · tool launch
- NDFI Analytics - US Bank Exposure to Non-Bank LendersMar 2026
- US Banks & Non-Bank Lending - How Deep is the Exposure? Is there a Systemic Risk?Mar 2026
Insurance & offshore reinsurance
Regulatory & official reports
- FSB Just Published 50 Pages on Private Credit. The Title: 'Vulnerabilities in Private Credit.'Jun 2026 · FSB
- US Fed Financial Stability Report May 2026 - Same Stress Points, Now in the Fed’s Own Survey.May 2026 · Fed FSR
- ECB Stress-Tested Private Credit. Pensions Worst at 6% of Assets.Jun 2026 · ECB
- Private Credit and BDC Stress. Discounts at 13-Year Lows. Withdrawals Past the Gate. Regulators Now Arriving.Jun 2026
Systemic risk & convergence
- The Convergence Risk. Credit Stress Already Past 2007 Pre-Crisis. Five Aggravators Stacking On Top.Apr 2026
- Dimon Was Right. More Cockroaches Arrive. UK Lender MFS Collapses - $2.5B Across 12+ Global Banks.May 2026
- Bank Loss Rates Look Calm. The Stuff Underneath - Consumer, Private Credit, Non-Banks - Says Otherwise.Jun 2026
- Auto Losses Past the GFC Peak. Cards Almost There. Credit Unions Already at GFC Loss Rates.Jun 2026 · NY Fed + NCUA
Methodology, validation & data
How the numbers are built and checked, and the raw data behind the tools.
- NDFI - methodologyHow the bank-NDFI series are built.
- NDFI - validationsTie-outs against the source filings.
- Insurance - methodologyHow the insurance-assets series are built.
- Insurance - validationsTie-outs against the source filings.
- Tremor data API - pull or download the datasetsREST + MCP; single series or whole-dataset download.
- TREMOR. Six Free Tools for Banking and Insurance Analysts.May 2026 · the tools overview