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S&P 500 earnings season is shaping up better than expected, with results so far pointing to solid underlying momentum. As of early February 2026, roughly 64% of index constituents have reported fourth-quarter results. With more than half the season complete, blended year-over-year EPS growth is tracking around 13–13.5%, a meaningful

Gross Domestic Product (GDP) is the broadest measure of economic activity, representing the total value of goods and services produced within a country. Developed during the Great Depression, GDP was designed to help policymakers understand economic output and guide fiscal and monetary decisions. Over time, it has become the global

The speculation is over. President Trump has officially announced Kevin Warsh as his pick for the next Chair of the Federal Reserve, declaring on Truth Social that Warsh “will go down as one of the GREAT Fed Chairmen.” If you have been following the headlines, you know Warsh is not

Below is a brief summary of the key developments across equities, fixed income, and the broader economic backdrop as we move further into 2026. 1. Equities: Global Markets Lead as U.S. Rally Cools January brought a notable shift in market leadership. While the S&P 500 posted a modest gain of

Personal Consumption Expenditures (PCE) measure the prices consumers pay for goods and services across the U.S. economy. Produced by the U.S. Bureau of Economic Analysis, PCE captures spending patterns across households, including items paid for on consumers’ behalf, such as healthcare. The data are released monthly and are embedded within

Monetary Policy Economic Conditions The FOMC is next scheduled to meet March 17 – 18th, 2026. Disclosures The views expressed herein are those of Asset Consulting Group (ACG). They are subject to change at any time. These views do not necessarily reflect the opinions of any other firm. This report

Potential GDP is the level of economic output an economy can sustain over the long run without generating inflationary pressure. The concept emerged in the mid-20th century as economists sought a way to distinguish between cyclical booms and true structural growth, particularly after the Great Depression and during post-World War

The new year always brings fresh optimism and questions about how to invest smarter. Markets are shifting, opportunities are emerging, and uncertainty continues to linger. Whether you are a seasoned investor or just getting started, 2026 is shaping up to be a year where balance could make a meaningful difference.

The U.S. housing market has long been a central pillar of the American economy, reflecting household wealth, credit conditions, and demographic trends. Systematic tracking of existing home sales began in the 1960s, when the National Association of Realtors (NAR) started compiling transaction data to better measure housing demand and market

The Producer Price Index (PPI) measures changes in prices received by domestic producers for their goods and services and serves as an important indicator of inflationary pressures in the economy. The U.S. began formally tracking producer prices in the late 19th century, but the modern PPI framework was developed and