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Macro Economic Presentation for KPMG, Dallas, TX, May, 2014

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Macro economic presentation prepared for partners of KPMG in Dallas, May, 2014

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Macro Economic Presentation for KPMG, Dallas, TX, May, 2014

  1. 1. Macro- Economics for KPMG Presentation prepared for Audit Partners of the Consumer Markets Group: Retail, Food and Beverages, Consumer Goods, and Life Sciences Dallas, Tx, May 20th, 2014
  2. 2. 2014 US Economic Forecast  Real GDP: 2.5-3%  Real PCE:  Real PCE Deflator:  CPI-U:  Residential Investment:  Non-Residential Investment:  US Govt Budget Deficit:  Fed Funds: 0  10-yr Notes: 2.5%
  3. 3. The Economic Cycle Early Expansion: Duration:17 months Inflation:Continuing to fall Interest Rates: Bottoming Out Investments: Tech, Transportation Middle Expansion: Duration: 17 months Inflation: Bottoming out Interest Rates: Rising modestly Investments: Services, Capital Goods Late Expansion: Duration: 17 months Inflation: Rising Interest Rates: Rising rapidly Investments: Basic Materials, Energy Early Contraction: Duration: About 6 months Inflation: Rising Interest Rates: Peaking Investments: Health, Consumer Staples Late Contraction: Duration: About 6 months Inflation: Flat to declining Interest Rates: Falling Investments: Financials, Utilities, Consumer Cyclicals

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