Focus

Borrow Cost Is a Function of Control, Not Just Scarcity

Stock Loan Hub

08 Feb 2026

Interest rates on loans are often presented as a simple result of supply and demand. This formulation ignores a more decisive factor: control.

In many cases, loans are technically available but concentrated. A small number of lenders, departments, or internal books effectively determine pricing. Scarcity matters, but control matters more. When supply is centralized, rates can vary regardless of overall availability.

Understanding who controls credit often explains pricing better than understanding how much credit exists.

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New Indian Guidelines On M&A Financing Introduce Rules For Loans Against Shares

Increased Insider And Executive Equity Financing Changes Ownership Patterns

Global Markets Are Wresting With Leverage And Fragility Despite Recent Policy Shifts

Securities Lending Revenues Jump In Early 2026 As Markets Show Uneven Demand