ACG Analytics

Independent investment research firm that advises its clients on how anticipated policy actions will impact their portfolios. We do not give investment advice.

[ACG Analytics @ACGAnalytics]

ACGA has launched our new website!

Visit: https://t.co/v9VwWQGSQn. Our redesigned site offers easier access to research, updates on policy issues we’re tracking & our latest global engagements.

Clients: email [email protected] for access to our research portal/iOS app.

[ACG Analytics @ACGAnalytics]

Busy times at ACG Analytics: @davidametzner and Molly McGrady joined clients in Brussels to visit with key competition leaders on a shift to more European champions. From there, they headed to London to talk mergers, macro and midterms.

[ACG Analytics @ACGAnalytics]

Our team had a wonderful time visiting Albuquerque and Santa Fe! @davidametzner and Molly McGrady especially enjoyed learning more about the incoming energy investments in New Mexico.

[ACG Analytics @ACGAnalytics]

It was a pleasure for our Managing Partner @davidametzner to visit the Paramount lot and experience a century of cultural impact and American storytelling. Getting to visit such iconic locations is always one of the most rewarding parts of our work!

[ACG Analytics @ACGAnalytics]

A big thank you to our summer interns for all their hard work and enthusiasm over the past few months! It’s been a pleasure having them on the team and watching them learn, grow and make a meaningful impact. Wishing them continued success and all the best in the journey ahead!

[David Metzner @davidametzner]

EU Defense Night: a convincing top down view of increased spending through @EIB & US Venture funds & a chance to hear from actual transatlantic defense startups that are scaling. Next challenge: understanding the US $1T defense market. Pentagon is open to better/cheaper solutions

[ACG Analytics @ACGAnalytics]

Our Summer Session I interns enjoyed lunch with ACGA's @davidametzner where they discussed politics, consulting & David's career journey.
It was a wonderful opportunity to hear about David's experiences & receive valuable advice as they prepare for their own professional careers!

[David Metzner @davidametzner]

Great to join the @MilkenInstitute’s reception for Senate Chiefs of Staff. Beautiful night at their HQ overlooking the Treasury Department.

[ACG Analytics @ACGAnalytics]

We enjoyed a wonderful evening cheering on the Nationals with our ACG Analytics summer interns. We're excited for the summer ahead and grateful for the hard work, enthusiasm, and contributions our interns bring to the team. ⚾
#Interns #Summer #DC #Politics

[ACG Analytics @ACGAnalytics]

💵@CBP plans to implement Phase II of IEEPA tariff refunds on June 29, potentially processing another $30 billion in refunds. The move comes as litigation continues over whether all unlawfully collected tariffs must be refunded, regardless of whether claims were filed. #Tariffs

[ACG Analytics @ACGAnalytics]

🚨This afternoon, @BankingGOP advanced crypto market structure legislation (“The CLARITY Act”) by a vote of 15-9.

@SenRubenGallego (D-AZ) and @Sen_Alsobrooks (D-MD) voted in support of the bill alongside all Republican Committee members.

Bipartisan negotiations will continue.🪙

[ACG Analytics @ACGAnalytics]

ACGA’s @davidametzner had a great time attending the @MilkenInstitute Global Conference 2026. It was encouraging to hear discussions around SEC-CFTC cooperation on crypto, along with the opportunity to hear from and meet the innovators behind top AI platforms such as Perplexity.

[ACG Analytics @ACGAnalytics]

ACGA's Managing Partner @davidametzner enjoyed visiting Boston last week to connect with clients and advance key conversations around the pending Tegna, Warner Bros. Discovery, and railroad mergers.

[ACG Analytics @ACGAnalytics]

It was great for ACGA's @davidametzner and @CR_Czerwinski to be in Brussels last week with clients to get a view of the latest developments in competition enforcement with the leadership of DG COMP, Merger Control, and Foreign Subsidies Regulation (FSR).
#EA #WBD

[ACG Analytics @ACGAnalytics]

ACGA’s @davidametzner enjoyed an evening w/ @SecScottBessent, @SenatorHagerty & Amb. Shigeo Yamada celebrating the Japanese Emperor’s birthday & the U.S.–Japan alliance.
A fitting tribute marked by Japan’s generous gift of 250 cherry blossom trees for America’s 250th anniversary.

[David Metzner @davidametzner]

An evening of friendship w/@SecScottBessent & @SenatorHagerty, two of our most knowledgeable public servants on Japan, & Amb. Shigeo Yamada @JapanEmbDC celebrating the Japanese Emperor’s birthday. Thank you Japan for donating 250 cherry blossom trees for the USA’s 250th birthday.

[ACG Analytics @ACGAnalytics]

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.

[ACG Analytics @ACGAnalytics]

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.

[ACG Analytics @ACGAnalytics]

🔔At 2:00pm, the House Financial Services (@FinancialCmte) Subcommittee on Housing will hold a hearing on homeownership and the secondary mortgage market, ft. Ed DeMarco (former FHFA Actg. Dir.) and Michael Bright (Structured Finance Association).

Link: https://t.co/vZ5xcwPjcU

[ACG Analytics @ACGAnalytics]

Congress is busy this week: lawmakers move to avert a partial DHS shutdown, the House takes up bipartisan housing legislation & Senate considers nominations.

Tuesday hearings: Senate looks at broadband funding and media ownership; House examines rising housing & borrowing costs.

[ACG Analytics @ACGAnalytics]

Hearing Link: https://t.co/imFhVtl7mB

[ACG Analytics @ACGAnalytics]

🚨At 2:30pm today, @SenateCommerce Subcommittee hearing on the live entertainment industry and ticket costs.

The hearing will focus on live performance ticket sale practices, fees charged by primary and secondary sellers, and the prevalence of automated ticket-purchasing bots.