O’Hara

Private credit funds face elevated risks in 2026 from two distinct but overlapping AI-related channels

Private credit funds face significant 2026 risks from two AI-related channels: disruption to software borrowers and demand shortfalls in AI…

31 minutes ago

The correlation of AI in the credit architecture

EXECUTIVE SUMMARY. QUANTITATIVE FINANCE Contagion in AI financing cannot be understood through valuation levels or even growth rates. It is…

2 hours ago

SSSI. The quantitative and microstructural architecture of stablecoin risk

Executive Summary With over $315 billion in daily trading volume, stablecoins have become the systemic plumbing of programmable finance. Yet,…

16 hours ago