Real estate carries the day's clearest borrowing-appetite signal, pulling 175 companies into the credit-leaning cohort — a modest 1.3x lift but on real volume, alongside a sharper 1.7x skew in accommodation on a thinner 16. On the exit side architecture & engineering and motor trade both nudge past 1.5x lift, though with totals re-rating down sharply day-on-day, this looks early rather than settled. Worth flagging underneath: sector laggard and slow bleed pattern matches surged to 100 and 53 respectively — still a one-day read, but the kind of shift subscribers will want the underlying names for.
Anonymised by design: cohorts and counts only, never a named company.
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