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U.S. Equity International Equity Fixed Income Equity Long/Short Disclaimers: 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 was prepared by ACG for you at your

Equity markets have rallied since we last shared commentary with you on June 20th with the S&P 500 increasing 9.2% in the month of July. Investors are asking the question of whether this is a “bear market rally” that will return to its downward trend in the near future, or

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview US GDP declined 0.9% in the second quarter after falling 1.6% in the first quarter, but not yet officially a recession US headline CPI surged 9.1%,

Rates Fed Balance Sheet Economic Conditions The FOMC is next scheduled to meet Sept 20-21, 2022 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

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Economic Overview Inflation surprised to the upside with headline CPI rising to 8.6%; the Fed, moving aggressively in response, raised interest rates by 75 bps Higher prices are

As market volatility continues this year, we find ourselves reflecting on the words of Warren Buffett: “If you aren’t willing to own a stock for 10 years, don’t even think about owning it for 10 minutes.” The tide has gone out the first half of 2022.  Stocks are in the

Rates Economic Conditions The FOMC is next scheduled to meet July 26-27, 2022 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 was prepared by

Please find the next blog in our monthly series that provides a snapshot of the markets and the state of the economy. Global Economy Economic Overview The FOMC raised the federal funds rate by 50 bps, the largest hike in 22 years, and signaled similar increases at the June and

Overview For decades, companies have embraced technological advances to improve the efficiency of supply chains and distribution channels across the globe. In the decades following World War II, trade continued to account for a growing percentage of the world economy. This secular uptrend plateaued after the 2008 GFC and declined

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 sentiment weakened amid escalating tensions between the West and Russia, Covid lockdowns in China, and elevated inflation 1st quarter US real GDP contracted 1.4%, hurt