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      Our economic analysis

      Our latest European Economic Outlook explores how Europe’s adoption of AI could reshape jobs and productivity, and  how easing inflation and consumer caution may shape the continent’s wider economic trajectory.

      Our analysis of the potential impact of rising GLP-1 usage on consumer spending across the UK.


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      Selected insights

      This page contains thematic standalone reports and articles included in past editions of the UK and EU economic outlook.


      February 2026

      We analyse the potential exposure of European labour markets to Generative AI adoption and the ways it could transform the economy on the continent.

      February 2026

      Could Europe’s central banks be ready to pause cutting back the size of their balance sheets, and could this help cut borrowing costs across Europe?

      December 2025

      We explore whether European supplies of rare earths are sufficient to sustain economic growth and competitiveness and consider alternatives for supply chains in the future.

      December 2025

      After the damage that high energy prices have wrought on European industries, we analyse the ways in which the continent can adapt to this new environment.

      December 2025

      Despite ongoing high levels of economic uncertainty, UK business investment has been booming. We explore the drivers of this trend and whether it could persist in the long term.

      December 2025

      As the UK Government puts forward ambitious housebuilding targets and policies to ease the UK’s planning regime, we examine the potential bottlenecks in the construction industry.

      October 2025

      With defence and competitiveness coming to the fore among the EU’s priorities in the coming seven-year budget, we assess the potential winners from looming funding changes.


      Our people

      Yael Selfin

      Vice Chair and Chief Economist

      KPMG in the UK

      Dennis Tatarkov

      Senior Economist

      KPMG in the UK


       

      Moustafa Ali
      Economist
      KPMG in the UK

      Hamish McHugh-Smith
      Economist
      KPMG in the UK

       




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