An Ominous Shift in Bank Lending

A few weeks ago, I wrote about the shift in lending activity at JPMorgan (JPM), away from commercial and industrial (C&I) loans and toward mortgages and other consumer loan products.

In this column, I'll deal with the pattern of shifting lending activity over the course of the past two quarters at all of the money centers and within the banking system overall. In that previous column, I believe I left too positive a conclusion about what the shift may be indicating. I'll deal first with the C&I loans and secondly with auto and consumer loans....793 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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