Strong bank lending is likely a big reason the Federal Reserve has been slow to slice interest rates this year, even when economic signs seems to dictate otherwise.

But some observers are starting to wonder if banks can keep dishing out such cornucopian doses of credit indefinitely, and whether liquidity problems might be ahead.

Limited Time Offer

Save $400 off your subscription. Special offer ends April 30, 2017.

14-Day Free Trial

No credit card required. Complete access to articles, breaking news and industry data.