KPMG Economics

Outlook for UK government policy: exploring the new government’s priorities for the UK economy

Yael Selfin, Vice Chair and Chief Economist, KPMG in the UK, was joined by David Smith, Economics Editor at the Sunday Times and Chris Hearld, Group Managing Partner, KPMG, to explore how households and businesses could be impacted and the challenge for the new government of delivering growth while managing public finances.

Our economic analysis

Global Economic and Geopolitical Outlook webcast series

The conflict in Iran has created ripple effects across energy, supply chains, and global markets. Register today to discover how you should assess how these second‑ and third‑order effects impact investment timing, supply chain design, capital allocation, and risk posture - not just in theory, but in day‑to‑day operations.

Broadcast on 29 June 2026

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In our latest UK Economic Outlook, we assess the damage that high energy prices could wreak on the UK economy and what it means for interest rates and inflation.

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.

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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?

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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.

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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.

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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.

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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.

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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.

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