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.
Retail therapy… The outlook for the U.S. consumer
A soft landing is possible and even probable…but our journey is not yet done.
Industry Insights with KPMG Economics
Discussions around the latest trends and what the future might hold across key industries with Chief Economist Diane Swonk
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.
Incomes rise faster than spending
The worst in rate hikes are likely behind us.
Retail sales lost ground in October
Big-ticket items dependent on financing were hit hardest.
Inflation continues to cool
Don't hold your breath for rate cuts.
Economy soars over summer
The bond market has been doing the Fed’s work for it as yields rise.
Rebound from strikes could disappoint
Gains in leisure and hospitality will remain solid.
Job openings mask cooling labor demand
Declining wages signal a better labor market balance.
Strikes suppress October hires
Leisure and hospitality, healthcare and education lead gains.
Labor demand steady
Quits have stabilized to pre-pandemic levels.
Fed leans into optionality
Markets rallied and bond yields fell in response to the Federal Reserve’s decision to pause.
Optionality amidst uncertainty
The FOMC is expected to hold rates at their current level at the conclusion of its meeting on Nov. 1.
Home sales lost ground in October
Total sales were still 17.7% higher than a year ago as builders continue to offer discounts.
Mixed forecast for housing starts
Signs of cooling inflation could stimulate demand.
Construction spending chalked up gains in October
The strength came from single-family home construction.
UAW strike hits orders for durables
Some of the underlying resilience in the October report was masked by one-off factors.
Strike dominates industrial production report
High financing rates could dampen consumers' appetites for cars and SUVs.
Trade deficit widened in September
A strong dollar boosts the cost of exports relative to imports.
Taking fewer chances
Banks tighten credit for consumers and small to mid-size businesses.
Financial Stability Risk
The economy has remained remarkably resilient this year.
Access to credit is tightening
Powell was right.
Long-term yields spike, sideswiping home buyers
Both developed and developing economies alike are in a precarious position.