CryptoWorld News reports that KKR Chief Investment Officer Henry McVey said in a report that inflation rates in most major economies will continue to be higher than market expectations. As the frequency of geopolitical shocks increases, the commodities sector is showing an inflationary trend. KKR forecasts that the U.S. CPI will be 0.036 in 2026 and 0.025 in 2027, compared with market consensus of 0.033 and 0.024, respectively. KKR’s inflation forecasts for Europe and Japan are also higher than market consensus.

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ForkliftTrader
· 4h ago
Geopolitical conflicts + commodity double whammy, inflation stickiness is indeed hard to eliminate
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LittleBearWatchingTheMarket
· 4h ago
Henry McVey is a longtime inflation hawk—though this time, the data isn’t off by that much.
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GateUser-26f91b48
· 4h ago
I believe in the judgment that the inflation trend of commodities is real; supply chain restructuring cannot be completed in just a year or two.
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BluePeonyInTheDark
· 4h ago
Europe and Japan are also named, and the days when global central banks are troubled are still ahead.
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DustCollector
· 5h ago
0.036 vs 0.033, don't underestimate these 30 basis points; they have a huge impact on asset pricing
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NonceNomad
· 5h ago
2027 at 2.5% still above target, Fed's room to cut interest rates is further compressed
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AirdropMileCounter
· 5h ago
Market consensus is always overly optimistic; contrarian predictions like those from KKR are actually more worth considering.
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