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Category: Market Updates & Commentary

Manufacturing Orders

New orders for manufactured goods fell 4.8% in June, signaling a slowdown in demand from businesses placing fewer orders with manufacturers compared to May. At first glance, this drop may appear concerning, but a closer look reveals it could be less a red flag and more a recalibration. May saw

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GDP Commentary

GDP for Q2 2025 rose 3.0%, beating consensus, but the one quarter gain only tells part of the story. The main driver was a significant swing in trade: Excluding these volatile components, real final sales to private domestic purchasers, a measure of how much individuals and businesses within the U.S.

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Market Snapshot for June 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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Senate Approves Tax and Budget Bill

The One Big Beautiful Bill Act passed the U.S. Senate on July 1, 2025, in a narrow 51–50 vote, with Vice President J.D. Vance casting the tie-breaking vote. Though Democratic lawmakers removed the bill’s original name, its core provisions remained intact. The bill permanently extends individual and business tax cuts

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Market Snapshot for May 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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The Federal Reserve: A Central Force Behind Market Moves

The Federal Reserve is one of several central banks that set monetary policy across the globe. Its decisions remain a key influence on the direction of markets in 2025. While investors keep an eye on earnings, geopolitics, and consumer data, Fed policy is a key driver of investor sentiment. Understanding

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Market Snapshot for April 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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Why Federal Reserve Independence Matters

IntroductionThink of the Federal Reserve as the economy’s referee. It sets interest rates and manages the money supply to help ensure a level playing field. “Independence” means the Fed makes calls based on economic conditions, not polls or political agendas. For investors, this separation is vital to protect purchasing power

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What’s Next for the US Dollar?

Overview Trump 2.0 Was Expected to Strengthen the Dollar President Trump was elected on a platform of trade protectionism, a policy which is typically expected to strengthen the home currency. In theory, tariffs reduce the demand for foreign goods. This means fewer dollars being exchanged with other countries into the

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