KKR's Kravis on 'Sticky' Inflation, Europe and Private Credit

Market Intelligence Analysis

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Why This Matters

KKR's Henry Kravis believes globalization is being 'rewired' rather than ending, and sees opportunities in Europe, particularly in defense and security. He also expects 'sticky' inflation and is confident in private credit.

Market Impact

Moderate, as Kravis' comments on globalization and inflation may influence investor sentiment and asset allocation decisions. However, the overall tone is positive, with a focus on opportunities in Europe and private credit.

Sentiment
Bullish
AI Confidence
70%

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

Henry Kravis, co-founder and co-chairman of KKR, comments on the global tariffs war and says globalization is not ending but is being "rewired." He also says KKR is confident in Europe and sees opportunities in defense and security. Speaking to Bloomberg's Francine Lacqua at the Berlin Global Dialogue, Kravis adds that inflation is likely to remain "sticky" and that he's not worried about systemic risk in private credit. (Source: Bloomberg)

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Original article published by Bloomberg on October 23, 2025.
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