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Policy in Motion: Insights for navigating with confidence

Your resource for the latest on trade, tariff and regulatory policy changes.

Be ready for what's next

The policy landscape is constantly evolving, with new regulatory, fiscal and legislative changes impacting businesses and industries. Staying ahead requires being proactive and informed. KPMG has provided these resources to help businesses anticipate and navigate these shifts, turning challenges into opportunities. Explore how to stay ahead in a world where public policy is always in motion.

Spotlight: KPMG Tariff Modeler

The ability to adapt trade strategies amid evolving tariffs is crucial, as is the need to make smart, fast trade decisions. The KPMG tariff modeler offers real-time insights into trade data, helping businesses manage complexity and stay ahead. Let KPMG trade and customs professionals assist in enhancing your trade strategy and informing next steps.
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Featured Insights

How does recent policy change affect your business?

New legislation and regulations are rapidly transforming industries. This collection presents KPMG's latest insights on the implications for your operations, strategy, and growth.

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Industries

Helping clients meet their business challenges begins with an in-depth understanding of their industries. At KPMG, we’ve created an industry-driven structure to better understand the nuances of each industry.

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Adapting life sciences services for tomorrow

Trade policies, compliance challenges, and automation are transforming how life sciences delivers services.

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KPMG managed services: Industrial manufacturing

Industrial manufacturers can use trade disruption to modernize operations through AI-powered managed services, gaining both cost savings and competitive advantages.

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Strategic Capital Investment in U.S. Manufacturing & Automotive

Empowering Growth Through Innovation, Resilience, and Compliance

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Industrial production rebounded

Consumer goods manufacturing declined.

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October retail sales better than first blush

Moderate increase in October retail sales.

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Thriving amid tariff uncertainty in semiconductors

Strategies semiconductor companies can use to mitigate tariff impacts

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Fueling Opportunities in the Face of Tariffs

Drive tariff opportunities across all critical phases of the energy lifecycle

    Global Economic & Geopolitical Outlook webcast

    Join us on December 17, 2025, 9:00 AM PST | 12:00 PM EST

    Whether you're managing currency exposure across multiple markets, timing capital deployment, recalibrating supply chain strategies, or pressure-testing investment assumptions, you will want to understand how these global dynamics interact, and what they mean for your organization. This webcast brings together KPMG’s regional Chief Economists, Global Geopolitics Lead, and Global Head of Deal Advisory to provide the strategic intelligence that can inform your decisions throughout 2026.

    Webcasts

    In the news

    • Fortune: 2025 is a baseline for what sustained cost volatility looks like, S&P Global expert warns CFOs
      KPMG's Q3 2025 Pulse of Private Equity report reveals a significant surge in U.S. private equity investment, hitting a 14-quarter high of $300.1 billion. This uptick pushes the year-to-date total to $827.8 billion, positioning 2025 for a potential four-year peak in deal value. Key transactions driving this growth include the $55 billion take-private deal of Electronic Arts and a $28.2 billion acquisition of Air Lease.
      Oct 27, 2025
    • MSN: Trump's tariffs are already hurting American businesses
      A recent KPMG survey finds that “60% of businesses reported decreased overseas sales” in the first six months of Trump's tariffs. American consumers, too, are paying the price. KPMG finds that nearly half of American companies have already raised prices because of tariffs; two-thirds have passed at least part of those costs on to shoppers; and nearly 40% have paused hiring, with a third cutting jobs.
      Oct 16, 2025
    • Reuters: Bank of America beats profit estimates on dealmaking strength, upgrades NII forecast
      Globally, megadeals reached $1.26 trillion during the reported quarter, a 40% jump from the same period last year, marking the second-highest third-quarter total on record, according to Dealogic data. "With deal activity picking up and monetary policies coming into focus, banks are keeping on an even keel as they navigate through economic volatility," KPMG U.S. Banking Sector Leader Peter Torrente said, adding that continuous assessment of rate trajectory and consumer financial health "remains crucial as banks head into the final months of the year."
      Oct 15, 2025
    • Business Chief: Why Are CEOs Warning President Trump of Tariff Disruptions
      Tim Walsh, KPMG U.S. CEO, highlights the need for companies to adjust their supply chains and pricing strategies in response to tariffs. The report warns of compressed margins and destabilized supply chains, prompting 85% of executives to focus on reshoring. Despite these challenges, 79% of CEOs remain optimistic about their firm's prospects, with a strong emphasis on AI investment and talent retention.
      Oct 08, 2025
    • NewsweekAmericans expect higher prices this holiday season, despite Trump boast
      The consumer is spending like a poker player with a small chip stack,” said Duleep Rodrigo, KPMG’s Consumer & Retail leader for the U.S. “They know they can’t play every hand but are willing to go ‘all in’ on a promising hand with a high emotional payoff. There’s also a psychological element where the consumer is managing a complex set of uncertainties,” he added.
      Oct 08, 2025
    • CFO Brew: Tariff-driven price hikes are (still) coming
      Despite efforts to optimize supply chains, we continue to see profits decline due to increases in tariffs,” Brian Higgins, KPMG’s U.S. sector leader for industrial manufacturing, said in a statement. “Uncertainty is not going away. Instead of taking the wait-and-see approach, US businesses need to invest now in driving meaningful productivity gains as well as to help build resilience.
      Oct 07, 2025

    Meet our team

    Connect with us to learn how we can help you manage risk and regulation in a way that earns and inspires stakeholder trust.

    Image of Diane C. Swonk
    Diane C. Swonk
    Chief Economist, KPMG US
    Image of John P. Gimigliano
    John P. Gimigliano
    Principal, Washington National Tax, KPMG US

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