A source for unbiased economic intelligence to help improve strategic decision-making.
What’s impacting labor market participation? Why are some sectors faring better than others? How do you separate the signal from the noise? KPMG Economics answers these questions and more, providing timely insight and analysis into the economic indicators. We monitor trends and identify potential opportunities that could impact your strategic objectives. Our perspectives look at both the short-term and long-term economic factors that are critical to guiding strategic decisions.
Momentum & heat
Acceleration in spending in the service sector stood out.
Global Navigator from KPMG Economics
Breaking away from the Fed? Foreign central banks poised to cut.
A supply drought
Housing, inflation & the Fed
KPMG Global Economic Outlook
A prospective outlook on the global economy.
Industry Insights with KPMG Economics
Discussions around the latest trends and what the future might hold across key industries with Chief Economist Diane Swonk
KPMG Economics distributes a wide selection of insight and analysis to help businesses make informed decisions.
Economic Coordinates
Explore analysis of key data indicators, such as job creation and the labor market, consumer spending, inflation, investment, housing and monetary policy. These combined data points are indicators of the overall health of the economy.
Inflations surges, savings plummet
Inflation is still too hot to cut rates.
March retail sales beat expectations
Consumers picked up the pace of spending in March.
Spring heat wave
Service sector inflation is becoming more entrenched.
Consumer credit moved higher in February
Higher interest rates are still holding back consumers from carrying high balances.
Hiring accelerates in early 2024
The labor market is still humming, generating strong job and income gains, which will support consumer spending.
Cooling in the job market may be pausing
That shows resilience in the labor market.
A test of the labor market's resilience
Hiring in leisure and hospitality should be another driver of job gains.
Job market still cooling
Many workers are likely to be settled in their jobs, especially after the reshuffling that occurred in 2021 and 2022.
Monetary policy purgatory
Data since the Fed's last meeting has come in hotter.
Powell stays the course
The Fed no longer believes that a recession is necessary to get inflation down.
Debate likely to flare in March
Doves worry that the Fed could overshoot on hikes.
A hawkish hold
The Fed is “not declaring victory at this point.
New home sales jumped in March
The spring home buying season has kicked off but is being hampered by low supply and the highest mortgage rates since November.
March housing starts retreat
Builders continue to offer incentives to offset higher mortgage rates.
Durable goods meet expectations
Transportation orders were the key source of strength.
Vehicle manufacturing drives industrial production
Demand for Generative AI is expected to fuel demand for computer equipment.
Trade deficit gaps wider
Trade is likely to be a drag on GDP this year.
Construction slumped at the start of the year
Power construction spending is up 62% in February from a year ago and has more than doubled since 2022, largely on AI and large language models
Investment slump eases in durable goods
Orders for computers and electronic products took a breather.
US financial stability risks
Policy uncertainty remains a key concern for us.
Bank lending standards ease slightly
We are moving away from peak restraint when conditions were the tightest in the first half of 2023.
Taking fewer chances
Banks tighten credit for consumers and small to mid-size businesses.
Access to credit is tightening
Powell was right.
KPMG Economics distributes a wide selection of insight and analysis to help businesses make informed decisions.