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]

🚨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.

[ACG Analytics @ACGAnalytics]

Last week at Davos Lodge 2026, ACG Analytics Managing Partner @davidametzner spoke on the U.S. 2026 Forecast, examining Trump-era policy dynamics and their implications for global markets, trade, and geopolitical risk. Watch the full discussion below.

https://t.co/oW9gJbHA8c

[David Metzner @davidametzner]

Davos: Day 3. Great to be at Qatar House. The beauty of Davos adds much to the experience! #Davos2026

[David Metzner @davidametzner]

Interesting to hear Secretary Bessent’s press conference with the international press. #Davos26

[ACG Analytics @ACGAnalytics]

ACGA’s @davidametzner presented today at Davos Lodge on our Trump 2026 Forecast, sharing insights into the political and policy outlook shaping global markets.

We value the dialogue and exchange of perspectives among global thought leaders and peers at Davos Lodge.

#DavosLodge

[David Metzner @davidametzner]

Fun to present at Davos on our Trump 2026 Forecast. Enjoyed the opportunity to meet and hear the architect Daniel Libeskind.

[ACG Analytics @ACGAnalytics]

ACGA's @davidametzner was pleased to participate in the @MilkenInstitute Middle East & Africa Summit. The event offered valuable insights from global CEOs on AI adoption & from senior UAE leaders outlining the country’s ambitious AI strategy—including the innovative use of SMRs.

[David Metzner @davidametzner]

It was great to return to @MilkenInstitute Middle East & Africa Summit. A rare opportunity to hear from Global CEOs on their use of AI & directly from key UAE leaders on AI Strategy. Fascinating that Emirates already using a small nuclear reactor for this, while the US has none!

[ACG Analytics @ACGAnalytics]

We were pleased to host our Fall 2025 interns for an appreciation lunch with Managing Partner @davidametzner. This cohort brought strong analytical skills and professionalism all semester. Thank you for your contributions—and best of luck ahead!
#Leadership #Internship #Politics

[ACG Analytics @ACGAnalytics]

📢Congress back with ~dozen days left before recess. Jan 31 shutdown looms.

Key fights: NDAA (China chip curbs, AI state preemption), expiring Obamacare subsidies, and a series of appropriations bills.

Clock is ticking fast.⏰

Read ACGA's analysis here: https://t.co/GXOTQx0rP9

[ACG Analytics @ACGAnalytics]

ACGA's @davidametzner led a delegation of client investors to Brussels for a series of high-level meetings w/ senior EU officials.

We are grateful to our counterparts in Brussels for the constructive dialogue and we look forward to supporting our clients w/ actionable insights.

[David Metzner @davidametzner]

Great to be in Brussels with a delegation of investors discussing Capital Markets integration, Competition, and Defense spending.