ACG Market Review – Third Quarter 2025 By ACG, resources, November 3, 2025 Despite robust GDP, a Fed rate cut signals job market concerns. High AI valuations and inflation risk threaten market upside. Download report to learn more! Read More
ACG’s September 2025 Capital Markets Review By ACG, resources, October 9, 2025 Markets rallied in September as the Fed cut rates, boosting equities and bonds. See key index returns and sector trends in our full September report. Read More
ACG’s August 2025 Capital Markets Review By ACG, resources, September 8, 2025 Markets continued to grind higher as earnings remained solid and expectations for a Fed rate cut increased. Read More
ACG Sector Highlights – August 2025 By ACG, resources, August 21, 2025 Industrials lead while Health Care lags, reflecting economic optimism. Download the full report and explore sector trends and earnings insights. Read More
ACG’s July 2025 Capital Markets Review By ACG, resources, August 18, 2025 S&P 500 rose 2.24% in July, led by tech & utilities; small caps, EMs gained despite strong USD. Download ACG’s July Capital Market Review to learn more. Read More
ACG Market Review – Second Quarter 2025 By ACG, resources, July 10, 2025 Tariff uncertainty, Fed policy, and recession risks weigh on growth, while equities rebound and global markets outperform in Q2. Download report to learn more! Read More
ACG’s May 2025 Capital Markets Review By ACG, resources, June 11, 2025 Equity markets rallied in May; S&P 500 up 6.29%, tech led gains, small caps rebounded, etc. Download ACG’s May 2025 Capital Markets Review full report! Read More
ACG Sector Highlights – May 2025 By ACG, resources, May 9, 2025 Earnings season has begun with tariffs, trade war, and potential trade deal news dominating headlines. What major companies are reporting can give valuable insight into the overall state of the economy. Read More
ACG’s April 2025 Capital Markets Review By ACG, resources, May 7, 2025 Markets went on a tariff-induced roller coaster ride in April after the announcement of “reciprocal” tariffs on April 2 drove bond yields higher and stock prices lower, followed by a 90-day pause that led to a rebound through the end of the month. Read More
ACG Market Review – First Quarter 2025 By ACG, resources, April 7, 2025 Consumer survey data has shown quickly deteriorating sentiment and increased inflation expectations as some of the realities of the new administration’s policies materialize. Read More
