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About ACG Analytics

ACG Analytics is an independent investment research firm that advises its clients on how anticipated policy actions will impact their portfolios.
We provide the critical insight and political interpretation necessary to understand the full business impact of a particular decision.

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Contact ACG ANALYTICS

For information regarding our services, please call (202) 327-8100.

Email us: info@acg-analytics.com

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DISCLAIMER & COMPLIANCE POLICY

Although discussions and reports may mention specific companies by name and/or specific industries and industry sectors, the author(s) has not conducted and has not included in these reports fundamental or other analysis of the securities of the identified companies, industries and/or industry sectors.

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FROM OUR TWITTER FEED

ACGAnalyticsACG Analytics@ACGAnalytics·
23 Jan

Replacing DTI with new metric could prevent a large portion of mortgages backed by #GSEs from no longer qualifying after the QM patch expires, while meeting @FHFA Director @MarkCalabria’s criteria that the replacement apply to participants across the mortgage market.

HousingWire@HousingWire

BREAKING: CFPB director tells Congress that QM Patch will likely be extended.
https://www.housingwire.com/articles/cfpb-planning-to-eliminate-dti-requirement-from-qm-lending-rules/

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ACGAnalyticsACG Analytics@ACGAnalytics·
23 Jan

.@realDonaldTrump pivots to Europe for a #tradedeal before the November election. Short-term deal and promise of phase-two negotiations could be politically beneficial during the race. Strategy fits into the #Trumptradetoolkit #ACGAResearch #Trumptrade

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