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.
Groundhog day: Structural change watchlist
Structural shifts influence the contour and length of any given business cycle.
Election year dissonance: Midyear economic outlook
Everything from higher rates to investment delays triggered by the election could suppress economic activity.
Crisis in childcare and the state of work in America
Access to childcare is becoming a headwind to economic growth.
Global Navigator from KPMG Economics
Anatomy of an oil shock
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.
A chill in goods prices helps cool inflation
The largest sticking point for service sector inflation in May was in healthcare costs.
A small gain in retail sales for May
Higher interest rates are discouraging spending on cars and housing related items.
May flowers bloom
The cooling of inflation is welcome news but not yet a victory for the Fed.
Stocks drive net worth improvements
Residential real estate continues to rise.
The number of job openings declined again in April
Job openings, quits and hires are plateauing.
A tale of two economies
The good news is that job gains have become more broad-based.
Job openings revert to 2021 levels
The labor market is continuing to cool steadily from pandemic highs.
May pickup in payrolls
State and local government hiring boosts totals.
Fed pauses, leans toward one cut
Wage growth has moderated but is still at a level that is higher than what is consistent with a 2% inflation target.
Debate within Fed heats up
Powell has been more concerned than some of his peers about unemployment.
A pregnant pause
No rate cuts are imminent, barring an “unexpected weakening” in the labor market.
Monetary policy purgatory
Data since the Fed's last meeting has come in hotter.
New home sales fall sharply
New inventory builds to 9.3 months' supply.
Housing starts tumble
Labor, land and materials shortages remain.
April New Home Sales Slump
The “higher for longer” interest rate environment spells more subdued sales activity for housing.
Higher rates hit builder margins
Builders are still seeing strong present sales, but their expectations for the future have turned down.
Small gain in durable goods orders
Businesses express uncertainty about the upcoming presidential election and potential changes in policy.
Industrial production beat expectations
Consumer goods supported May's strength.
Pending tariffs prompted rush to stockpile imports
Strong US dollar will be a tailwind for imports.
Public sector spending eases
Uncertainty over future federal budgets, supply chain concerns, labor shortages and a still-high interest rate environment could mute construction activity.
Bank lending standards ease in Q1
Nearly all banks cited less favorable or more uncertain outlooks for CRE.
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.
Webcast
Watch our June 18, 2024 Quarterly Economic Outlook with Chief Economist Diane Swonk
KPMG Economics distributes a wide selection of insight and analysis to help businesses make informed decisions.