Global Economic and Geopolitical Outlook webcast: 25 June 2026

How today’s global developments can impact tomorrow’s business outcomes

Global economic shifts and geopolitical events are reshaping markets faster than many organizations can react. Business leaders are expected to make critical decisions amid uncertainty, often with incomplete data and limited time.

KPMG’s Global Economic and Geopolitical Outlook quarterly webcast series brings together KPMG firm Regional Chief Economists and KPMG International’s Global Geopolitics Lead to provide business-focused insights.

These engaging 60-minute sessions are designed for time-constrained senior leaders.

Revisit our insights

25 June 2026 webcast recap

Our webcast focused on how interconnected global conflicts are shaping economic conditions and business decisions, and covered the following topics:

Geopolitics as a persistent global business risk
Cost pressures and the latest energy sector insights
Regional outlooks on growth, inflation and interest rates
Trade routes, policies and impacts on supply chains

If you missed the webcast, or would like to revisit the insights shared, we have two options available:

1. Watch the replay on demand

Click here

2. Read the recap

This executive summary recap document provides a high-level overview of the insights shared during the webcast, results from audience polling, and recommendations for business leaders.

Download the recap

Current geopolitical and economic environment impact upon business

During our 25 June 2026 webcast, we asked an audience of almost 1,050 business executives across the world and multiple industries how the current geopolitical and economic environment was impacting their organizations. Here’s what they had to say:

Geopolitical conflict has become a persistent feature of the global operating environment

46%

reported the geopolitical conflict has caused moderate or major disruption to their organizations

Key takeaway:

Geopolitical risks should no longer be treated as episodic disruptions. They should become a standing feature of strategic planning, capital allocation, supply chain design, technology adoption, and enterprise resilience.

Outlooks diverge on growth prospects

32% said the growth outlook for their companies had worsened vs 32% improved, but 35% reported no change

Key takeaway:

Growth is becoming more regional, with resilience now a key driver rather than broad global momentum. Panelists noted that growth remains solid or strong in the US and Asia Pacific.

Key takeaways:

Markets have avoided a full crisis so far due to demand destruction, shifting consumption patterns and stock drawdowns, but July and August may be key pressure points. Companies should consider stress testing operations for sustained energy disruption, not just short shocks.

*Disruption of more than 6 months

Trade policy is a persistent source of concern

Top 3 trade-policy-related risks

Supply chain disruption
Tariffs
Regulatory divergence

Key takeaways:

From trade routes to policy shifts, many supply chains face continued strain and adaptation. As trade fragments, a growing number of companies are redesigning supply chains around political alignment, regional resilience and access to critical technologies, not just cost efficiency. Border and trade frictions are likely here to stay, making supply chain visibility and supplier traceability critical.