CLOs Uncovered

The Upgrade: Episode 27: Inflation Pressures Hit Margins, Rate Rises To Slow Cash Flow


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U.S. and Canadian companies have been raising prices over the past year or so in an effort to restore margins. A few fully done so, but many others' margins have eroded. In this episode of The Upgrade podcast Hanna Zhang, and Minesh Patel discuss key highlights from our recently published articles, "U.S. Leveraged Finance Q4 2022 Update: Inflation Pressures Hit Margins, Rate Rises To Hit Cash Flow". The report also tracks key credit trends such as profit growth, debt leverage, interest coverage, and free cash flow within our speculative-grade corporate rating universe.

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