Financials & Credit Signal
Senior Loan Officer Survey — C&I Lending Standards
Current Status
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About This Signal

Net percentage of domestic banks reporting tighter standards on C&I loans to large/middle-market firms, from the Fed's quarterly Senior Loan Officer Opinion Survey (SLOOS). INVERSE: rising tightening = bearish for credit-sensitive equities. This is the genuine alt-data differentiator for financials — credit desks watch SLOOS closely; it almost never appears on retail-facing platforms because it's quarterly and easy to overlook, not because it isn't predictive.

Why the model watches it

Banks tighten lending standards 1-3 quarters before loan growth actually slows, because underwriting changes affect new originations before they affect outstanding balances. A sharp SLOOS tightening reading has historically preceded recessions and regional-bank credit stress by 2-4 quarters.

How the model treats this signal
Factor familyLiquidity
Relative weightCore
Update cadenceQuarterly
Modeled lead~8 weeks (a modeling assumption, not a validated finding)
Data sourceFRED
Known limitations

The lead time above is a design assumption, not an out-of-sample-validated relationship for a specific security or index. This is one Liquidity input among 47; it measures macro context, not a full investment thesis.

Relevant Tickers

JPM · BAC · WFC · C · KRE · GS

Track This Signal in Real Time

Unstructured Alpha weighs Senior Loan Officer Survey — C&I Lending Standards alongside 46 other macro signals to build a Confluence Score for each stock. See how this signal is currently shaping the macro backdrop for the tickers you follow.

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Scores are derived from macro signals (FRED, EIA, SEC filings, FINRA short interest) and updated as new data arrives. This is not financial advice. Past signal accuracy does not guarantee future results.
unstructuredalpha.com · Not financial advice