Q2 2023 brought a mix of outcomes for the North American consumer and retail sector. The worries stemming from regional banks were addressed, headline inflation dipped to 4%, and the US debt ceiling concern were finally resolved. The sector remained resilient amidst ongoing macroeconomic challenges like high-interest rates, geopolitical tensions, a tightening labor market, and escalating raw material costs. How will the interplay of receding inflation and a robust labor market impact consumer purchasing behavior and sector performance? Our Q2 2023 sector update delves into the sector’s performance, M&A, and capital market activities, offering insights into its prospects and emerging trends
Corporate & Investment Banking
Private Equity Monthly Newsletter – February 2025
Explore the 2025 outlook for private markets, including investment trends, private credit growth, sustainability strategies, and AI-driven value creation in private equity.