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Advanced Proof

Cox Processes: Doubly Stochastic Intensities in Credit Risk Modeling

Students often conflate the intensity process λt \lambda_t with the actual occurrence of the event. Remember: λt \lambda_t is the 'rate' at which defaults happen, not the default itself. It is a latent, observable-but-fluctuating rate, whereas the default process Nt N_t is the jump manifestation.
Institutional Reference: Advanced Stochastic Processes
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