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Category: Market Updates & Commentary

Navigating Tariffs in 2025

Overview US Tariff History Tariffs are taxes imposed by a government on imports or exports between countries, aimed at protecting domestic industries, generating government revenue, and influencing trade balances. During the Great Depression, tariffs peaked at 20% as the US sought to protect its domestic industry. In retaliation, other nations

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Market Snapshot for February 2025

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Market Returns Asset Class Valuations – Rebalancing Rationale Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG).

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Tariffs Don’t Automatically Lead to Inflation

Tariffs are taxes on imports calculated as a percentage of a product’s value. When imposed, tariffs can increase the cost of imported goods, which might contribute to inflation. However, several other factors can mitigate this effect. Currency MovementsWhen one country imposes tariffs on another, demand for the targeted country’s currency

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Market Snapshot for January 2025

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Market Returns Asset Class Valuations – Rebalancing Rationale Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG).

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Market Snapshot for December 2024

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Market Returns Asset Class Valuations – Rebalancing Rationale Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG).

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December 18, 2024 FOMC Follow-Up

Monetary Policy Economic Projections The FOMC is next scheduled to meet January 28th – 29th, 2025. 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

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Market Snapshot for November 2024

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Market Returns Asset Class Valuations – Rebalancing Rationale Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG).

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Market Snapshot for October 2024

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Market Returns Asset Class Valuations – Rebalancing Rationale Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG).

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Nov 7th FOMC Follow-Up

Monetary Policy Economic Conditions The FOMC is next scheduled to meet December 17th – 18th, 2024. That meeting will include a new Summary of Economic Projections. Disclosures The views expressed herein are those of Asset Consulting Group (ACG). They are subject to change at any time. These views do not

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Market Snapshot for September 2024

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Market Returns Asset Class Valuations – Rebalancing Rationale Key Risk Factors We Are Watching Disclaimers: The views expressed herein are those of Asset Consulting Group (ACG).

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