ACG Analytics

Join ACGA's Managing Partner David Metzner and our team of analysts as they discuss the Biden Administration prioritizing the de-escalation of trade and other conflicts with key U.S. allies to focus on more pressing international issues related to China, Russia, and the Middle East. Additionally, the team discusses the recent European Central Bank meeting as well as the upcoming U.S. Federal Reserve meeting. 

This podcast is a lightly edited version of a policy call held March 11th, 2021

Join ACGA's Managing Partner David Metzner and our team of analysts as they discuss Biden's trade agenda regarding China and the EU. Additionally, the team discusses the $1.9 trillion pandemic stimulus package under debate in the Senate. 

This podcast is a lightly edited version of a policy call held March 4th, 2021

Join ACG Analytics’ Managing Partner David Metzner and our team of analysts as they discuss the turmoil in Brazil and drop in assets after President Bolsonaro removed Petrobras CEO Roberto Castello as well as the Congress considering the Emergency Spending Constitutional Amendment (PEC). The team also discusses where the U.S. House and Senate stand on passing a $1.9 trillion pandemic relief bill through reconciliation. 

This podcast is a lightly edited version of a policy call held February 25th, 2021.

Join ACG Analytics’ Managing Partner David Metzner and our  team of analysts as they discuss the next possible priorities of the Biden Administration including immigration reform, an infrastructure spending package and green energy.  The team also discusses the vaccine success seen in Chile as well as Europe's slow rollout. This podcast is a lightly edited version of a policy call held February 18th, 2021.

Join ACGA's Managing Partner David Metzner and our team of analysts as they discuss the $1.9 trillion pandemic relief package going through the reconciliation process, US outperformance, and US-China relations under Biden. 

This podcast is a lightly edited version of a policy call held February 11th, 2021.

Join ACGA's Managing Partner David Metzner and our team of analysts as they discuss the  $1.9 trillion pandemic relief package going through the reconciliation process and last week's GameStop stock phenomenon. 

This podcast is a lightly edited version of a policy call held February 4th, 2021.

Join ACGA’s Managing partner David Metzner, our team of analysts, and special guest Larry McDonald as they discuss Biden’s recent executive actions, this week’s Federal Reserve meeting, the upcoming Speaker race in Brazil’s Congress, and market responses to the continued coronavirus pandemic. 

This podcast is lightly edited version of a policy call held January 28th, 2021.

Join ACGA’s Managing partner David Metzner, our team of analysts as they discuss the inauguration and President Biden's executive action during his first week.  The team also discusses El Salvador and President Bukele's effective response to the coronavirus, the upcoming Speaker race in Brazil's Congress, and our expectations for Mexico-U.S. relations in the Biden Administration. 

 This podcast is lightly edited version of a policy call held January 21st, 2021.

Join ACG Analytics’ team of analysts as they discuss possible priorities of the Biden Administration including additional pandemic relief, an infrastructure spending package, and a focus on green policies. 

This podcast is a lightly edited version of a policy call held January 14th, 2021. 

Join ACGA’s Managing partner David Metzner, our team of analysts, and special guest Larry McDonald for our first podcast of 2021. The team discusses the recent Georgia Senate runoff elections, our expectations for President-elect Biden’s first 100 days, Democratic control of Congress, and Nord Stream 2 as an irritant to U.S.-EU relations. 

This podcast is lightly edited version of a policy call held January 7th, 2021.