KKR Forecasts Most Major Economies' Inflation at Structurally Higher Levels; U.S. CPI at 3.6% for 2026

According to Jin10, KKR's Chief Investment Officer Henry McVay said today (June 11) that inflation in most major economies is likely to remain persistently higher than expected. Geopolitical shocks, including Iran-related tensions, are becoming more frequent. Commodity prices, which experienced six consecutive years of deflation before the COVID-19 pandemic, now show more pronounced inflationary trends. KKR forecasts U.S. consumer price index at 3.6% for 2026 and 2.5% for 2027, compared with market consensus expectations of 3.3% and 2.4% respectively.
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