Bloomberg Businessweek US Hiring Rebounds, But Rising Unemployment Keeps Fed Cut Alive
Dec 6, 2024
Dorothy Walter, Partner and CFO at Alpine Investors, shares her expertise on the private equity landscape and the outlook for mergers and acquisitions. She discusses the anticipated rebound in deal-making activity by 2025, despite current declines. The conversation also touches on the implications of the latest labor market report on Federal Reserve policies. Additionally, they explore the growing advertising potential on platforms like TikTok amidst legal challenges, highlighting the evolving dynamics in the digital marketplace.
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TikTok's Business at Stake
- TikTok's advertising and retail business in the US is substantial.
- Competitors like Snapchat and Instagram stand to gain if TikTok is banned or sold.
Trump's Return and M&A
- Donald Trump's return is expected to boost mergers and acquisitions.
- Dealmakers anticipate a more M&A-friendly approach from agencies under Trump.
Dealmaking Outlook for 2025
- Dealmaking outlook is positive for 2025, driven by lower interest rates and less regulatory scrutiny.
- However, it's unlikely to be a complete surge in activity.