Today's clearest signal is regional rather than sectoral: Scotland is taking 3.2x its share of this period's re-ratings among companies leaning toward credit, pulling 10 of the 60 credit-leaning names — though with 61% of activity landing on a single day, treat this as an early snapshot, not a trend. On the exit side, IT & software services is running hot at 2.8x its share (7 companies), with the North West and South West both modestly over-represented among sale-leaning re-ratings. Pattern-wise, "Sector laggard" was the busiest fresh archetype match (7), worth watching if it persists.
Anonymised by design: cohorts and counts only, never a named company.
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