Yorkshire & North East's borrowing-appetite cohort stands out today — real estate firms took 1.7x their share of credit-leaning re-ratings, and the region itself 2.4x, though the underlying count (nine and six respectively) is modest. Exit-leaning signals stayed diffuse, with only a mild Midlands tilt. Today's snapshot (633 re-rated, up from 510) sits almost entirely within a single trading day, so treat this as an early read rather than a trend, and watch tomorrow to see if the Yorkshire real estate skew holds.
Anonymised by design: cohorts and counts only, never a named company.
← the full journal