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The Intersection of Capital Markets and Public Policy
We do not give investment advice

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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

Email us: info@acg-analytics.com

ACG Analytics
1634 I St. NW, Suite 525
Washington, DC 20006
+1 (202) 327-8111

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 X FEED (Formerly Twitter)

acganalytics ACG Analytics @acganalytics ·
19 Feb

ACGA's @davidametzner spoke at the @amgerinst Frankfurt Symposium last week.

He examined the U.S. macro outlook for 2026 during Trump’s 2nd year, focusing on trade policy, fiscal priorities & geopolitics.

Thanks to AGI & @PeterRashish for a substantive discussion in Frankfurt.

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acganalytics ACG Analytics @acganalytics ·
12 Feb

This week’s Policy Percentages®:
• 70% chance of a partial Gov shutdown in Feb
• 65% chance the Supreme Court overrules Trump on tariffs
• 60% chance crypto market structure passes the Senate this spring

Congressional gridlock. Tariff uncertainty. Measured crypto momentum.

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