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$40B in Software Loans Below 80 - Who Survives AI? — Fixed + Floating - The Credit Podcast

Alec Keblish and Matthew Hughes, senior analysts at 9fin, join Josef Pschorn on Fixed + Floating - The Credit Podcast - to map the credit risk inside the AI-driven software selloff — the leverage math, the margin mechanics, and which names survive.

Chicken run — UK chains abandon poultry commitments

9fin | A group of UK restaurant chains — including several leveraged credits — have withdrawn from a voluntary initiative to improve the standards of chicken in their supply chain, and are instead forming their own body.