When everything happened at once

2026

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AI-generated summary

1) This report analyzes the historic milestones in financing and strategic activity during the first half of 2026, a period marked by unprecedented market events and shifts.
2) - An overview of key themes across macroeconomics, equities, rates, FX, energy, credit, financing, and M&A.
- Detailed analysis of market performance and trends in the first half of 2026.
- Insights into the drivers and implications of these historic developments for the capital markets.
3) Capital Markets, Strategy, 2026, Financing, M&A

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