Madhavi Bokil of our Credit Strategy and Research group joins host Aaron Johnson to lay out our inflation and interest rate forecasts. And then, Peter McNally, Frank Cerveny and Marie Lam of our Structured Finance group discuss the impact of inflation and rising interest rates on structured finance transactions around globe

US: Collateral, structures determine extent to which rising rates will weaken transactions

Asia: Interest rate shifts will produce uneven credit outcomes

Europe: Vulnerability to inflation varies across portfolios, overall impact limited