Webinar recording: Global Economic and Geopolitical Outlook – September 2026
This webinar, held on 24 September, features timely, practical insights that you can take back to the boardroom.

This webinar, held on 24 September, features timely, practical insights that you can take back to the boardroom.
This KPMG International webinar, held on Thursday 17 September, examines early compliance experiences under the EU Packaging and Packaging Waste Regulation (PPWR).
Most major central banks are shifting from reacting to inflationary shocks toward assessing its durability; the result is a preference for holding rates steady while messaging hawkish sentiments.
The report points out that China's real GDP grew 4.7 percent year on year in H1 2026, remaining within the Government's 4.5 percent–5.0 percent annual growth target.
This webinar, held on 8 August 2026, equips businesses with updates, practical insights, actionable strategies and effective tools to help successfully navigate the complexities of today’s challenging landscape.
The draft legislation updates the UK’s multinational and domestic top-up taxes legislation for recent OECD developments.
KPMG International convened a virtual roundtable as part of the Global Responsible Tax Program to explore the evolving trajectory of Pillar Two and its implications for global tax cooperation.
Economic activity is expected to remain weak through 2026, with weak consumption acting as the primary drag in line with weak confidence and high interest rates.
Central banks have been given some breathing room, meaning most will be on hold at their next meetings, however, that masks the balance of risks facing policymakers.
This webinar, held on Thursday 25 June 2026, features KPMG’s regional Chief Economists, KPMG International’s Global Geopolitics Lead, and other senior advisors to provide business-focused insights on global economic and geopolitical trends.
The RBA has been clear and consistent; inflation remains too high in Australia and the current levels of aggregate demand are at least maintaining, or more likely, pushing core inflation even higher, writes KPMG’s Chief Economist Brendan Rynne.
KPMG China has released the Q2 edition of the 2026 China Economic Monitor which analyses the latest trends in the macro economy and policy developments.
Glen Hutchings and Phil Beswick discuss why transfer pricing governance has become a key focus given its inherent tax risk and how organisations can strengthen controls, improve reporting accuracy and unlock both risk protection and value creation.
The new tranche of draft legislation sets out provisions that will govern the calculation of embedded emissions, record-keeping and procedures for monitoring and verifying emissions data, as highlighted by KPMG UK’s Barbara Bell and Chalotte Capper.
Any price increases being generated within the economy are likely to be passed through to final prices, pushing inflation even higher, writes KPMG Australia Chief Economist Brendan Rynne.
US Customs and Border Protection is developing new functionality to automate tariff refunds to eligible importers, as highlighted by Daniel Rae and Jake Callaghan.
The decision in Commissioner of Taxation v Ho [2026] NSWSC 247 illustrates the scope of the Court’s discretionary power to grant a stay of recovery proceedings in exceptional circumstances, as outlined by Kristie Schubert and Keith Swan.
This edition of the European Economic Outlook explores how Europe’s adoption of AI could reshape jobs and productivity, highlights the outlook for long and short-term interest rates and assesses how easing inflation and consumer caution may shape the continent’s wider economic trajectory.
This article discusses the potential tariff refund process landscape, which was observed by Justice Kavanaugh in his dissenting opinion as “…likely to be a mess.”
Although the US trade deficit with the EU shrank slightly, deficits with major Asian partners like Japan, South Korea, Malaysia, Taiwan, India, Thailand and Vietnam expanded, writes KPMG US Senior Economist Meagan Martin-Schoenberger.
An amendment extends the deadline for making both long term and annual multinational top-up tax elections under Pillar Two, as highlighted by KPMG UK’s Tim Sarson & Sharon Baynham.
Looking at three-month moving averages, hiring, quits and layoffs have remained flat for at least six months to over a year, depending on the indicator, writes KPMG US Senior Economist Matthew Nestler.
This KPMG International webinar, held on 21 January, focuses on the newly-enacted Implementation Regulations for China’s VAT Law.
The filing exemptions provided by the ATO are reasonable overall, given the approach of the ATO to only provide an exemption in circumstances where there can never be a top-up tax liability, as detailed by Alia Lum and Amanda Maguire.
Both UK importers and overseas exporters of CBAM-able goods should already be looking at the impact on their businesses, writes KPMG UK’s Barbara Bell.
The revised framework is a move in the right direction, with additional guidance and commentary addressing mutual expectations, collateral issues, and streamlining the early engagement stage of an APA, as outlined by Sean Madden and Akash Mundhra.
For some Australian-headquartered multinationals with 30 June year-ends, this may mean their first EU public CbCR reports are due in the coming months, as outlined by Sean Madden, Jennifer Goldkopf and Amanda Maguire.
Everything from shifts in trade and industrial policy to aging demographics are eroding and even severing global supply chains, writes KPMG US Economist Benjamin Shoesmith.
This report by KPMG US Senior Economist Meagan Schoenberger, outlines five trends reshaping the outlook and what those trends mean for businesses trying to navigate uncertainty.
The slowdown in global growth can be primarily attributed to North America, with the US forecast to suffer a mild bout of stagflation, meaning rising prices and unemployment, due to shifts in trade policy.
While the tariffs under the Trump administration pose challenges, businesses can employ various strategies to mitigate their impact.
The rules can have a significant impact on the cash taxes of MNE groups, especially those enjoying generous corporate income tax incentives in Vietnam.
Understanding how CBP treats these payments is essential for minimising risk, maintaining compliance, and avoiding costly surprises.
KPMG China has released the Q3 edition of the 2025 China Economic Monitor which analyses the latest trends in the macro economy and policy developments.
This webinar, held on Thursday 31 July, discusses US tax reform, OECD updates and public country-by-country reporting.
The recommendations expand options for Member States to grant support for certain investments and objectives that would be considered in line with EU State aid rules and the EU’s climate goals.
An overarching issue is the effect of the bill and proposed changes on future deficits and the national debt, which many believe is on an unsustainable trajectory, writes KPMG US’ John Gimigliano.
The rise in spending to hedge against a surge in tariffs masks an underlying weakness, notably in business investment, writes KPMG US Chief Economist Diane Swonk.
With the introduction of a sweeping portfolio of new global tariffs from the United States, this webinar dives into the potential economic and geopolitical impacts of this new world order.
This edition of Economic Compass, from KPMG US Chief Economist Diane Swonk takes a closer look at the fallout from the most recent round of tariffs.
The jobs data comes from January 2025, before the effects of the Administration's new policies on layoffs, tariffs and immigration have fed through the economy. A sharp downturn cannot be ruled out, writes KPMG US Senior Economist Matthew Nestler.
In this series of four articles, the Australia Geopolitics Hub analyses how President Trump’s policies could reshape the geopolitical map and ask what that means for Australia and Australian businesses.
This webinar, held on 12 February 2025, provides information for companies navigating the complexities of tariffs, transfer pricing, and supply chain planning across North America.
After a significant decline in US inflation from the 9.1 percent peak in mid-2022 to roughly 2.5 percent in the late summer of last year, inflation has been in a holding pattern, even edging higher.
This webinar, held on Wednesday 5 February, focuses on tariffs and Amount B in the United States.
This webinar, held on Thursday 19 December 2024, delves beneath the headlines and explores the implications of these developments and address the concerns businesses may have in the new trade environment we are entering.
In this series of four articles, the Australia Geopolitics Hub will analyse how President-elect Trump’s policy pronouncements could reshape the geopolitical map, and ask, what does that mean for Australia and Australian businesses?
Roseanne Ross and Catherine Ommundson explore how businesses can achieve higher assurance ratings from the ATO’s Top 100 and Top 1000 programs.