Editorial
What is the Eurodollar Market?
The most important and least understood driver of global financial markets.
Markets
Markets in 2H: Earnings Downgrades and Margin Compression
We look back at what markets did in the first half of the year and highlight the main themes for the second half.
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9 min read
IN THIS PUBLICATION:
- We’re witnessing the largest financial wealth destruction in US history.
- The first half of the year was mainly about multiples compression, whilst the second half will likely be about earnings downgrades /margin compression.
- If you thought that H1 was exciting, hang on for what H2 may potentially have in store for us.
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