Henry McVey: Inflation rates in major economies will continue to exceed market expectations

KKR Chief Investment Officer Henry McVey stated in the report that inflation rates in most major economies will continue to exceed market expectations. The frequency of geopolitical shocks has increased, and the commodity industry is showing an inflationary trend. KKR predicts that the US CPI will be 0.036 in 2026 and 0.025 in 2027, with market consensus of 0.033 and 0.024 respectively; KKR's inflation forecasts for Europe and Japan are also higher than market consensus.