• KKR’s 2026 mid-year macro outlook flags an uneven expansion, with widening dispersion across regions, industries, asset classes.
• “Divergence Conundrum” view ties a productivity upswing to higher structural inflation pressure from fragmentation, energy security, strategic competition.
• Inflation seen structurally above consensus everywhere except China; global easing cycle fading as 10% of top 30 central banks raised rates by end-May.
• Strategy tilts to quality, nominal GDP-linked assets, operational improvement deals; cautious on long-duration government bonds, over-levered 2021 vintages.
• Oil prices expected to run above the futures curve; Asia remains a high-conviction region, Europe described as bifurcating with periphery outperforming.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. KKR & Co. Inc. published the original content used to generate this news brief via Business Wire (Ref. ID: 20260610702167) on June 10, 2026, and is solely responsible for the information contained therein.