Miner Company
SFVegas 2026: What Happened Doesn't Have To Stay In Vegas
The sentiment toward the US economy and consumer was less cautious than we observed at the ABS East Conference in Miami in late 2025. The “AI as a disruptor” theme filtered into chatter on collateralized loan obligations (CLOs), centered on potential risks to credit fundamentals among Software-as-a-Service providers.
The sentiment toward the US economy and consumer was less cautious than we observed at the ABS East Conference in Miami in late 2025. The “AI as a disruptor” theme filtered into chatter on collateralized loan obligations (CLOs), centered on potential risks to credit fundamentals among Software-as-a-Service providers.