AI 颠覆- 我们正走向信贷紧缩吗？-AI Disruption_ Are we heading for a credit crunch_
2026-03-01 17:23
Global Research ab 23 February 2026 Global Strategy AI Disruption: Are we heading for a credit crunch? Executive summary: BDC redemptions, outflows raise odds of a credit crunch Recent headlines on BDC redemptions have heightened concerns about forced selling and potential spillover effects. In summary, AI disruption is expected to intensify over the next two years. Credit markets are lagging equities in pricing disruption risk, with default rates forecast to rise by 1–4% across high yield, leveraged loans, ...