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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

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

Over the past five years, our economic journey has echoed many of the lessons learned from history. From the dramatic interventions during the Great Depression to the rapid responses of the Global Financial Crisis, history teaches us that crises often pave the way for breakthroughs—and the Covid era has been

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

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).

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

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