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
ACG’s February Capital Markets Review By ACG, resources, March 7, 2025 Risk-off sentiment took hold of markets in February with domestic stocks falling and bond prices rising as traders grappled with extended valuations, policy uncertainty, and mixed economic and inflation data. Read More
ACG Sector Highlights – February 2025 By ACG, resources, February 21, 2025 As of the end of January, Health Care had the strongest year-to-date performance, followed by the Financial Sector and Materials Sector. Download
ACG’s January Capital Markets Review By ACG, resources, February 10, 2025 Markets generally pushed higher despite uncertainty around a new presidential administration in the US and a shock to the AI trade after China’s DeepSeek AI model hit the headlines. Download
ACG Market Review – Fourth Quarter 2024 By ACG, resources, January 21, 2025 Strong consumer spending and corporate profits, coupled with fiscal deficits have provided tailwinds for the economy that look poised to continue for the foreseeable future. Read More
ACG’s November Capital Markets Review By ACG, resources, December 10, 2024 Markets in the US rallied after a decisive presidential election opened the door for deregulation and corporate tax cuts that are viewed as constructive for corporate earnings. Read More
