ACG Analytics

Join ACGA's Managing Partner David Metzner and our team of analysts as they discuss continued deliberations over the bipartisan infrastructure agreement and the Reconciliation package.  Additionally, they discuss the situation in Afghanistan and its impact on U.S. domestic and foreign policy. This podcast is a lightly edited version of a policy call held August 19th, 2021.

Join ACGA's Managing Director Gabriella Heffesse and our analysts as they discuss recent congressional hearings on cryptocurrency regulations, the possibility of a central bank digital currency (CBDC), and the Administration's position. This podcast is a lightly edited version of a policy call held July 8th, 2021

Join ACGA's Director of International Policy Chris Czerwinski and our team of analysts as the discuss recent central bank decisions in Central and Eastern Europe as well as ACGA's  Risk Snapshot which attempts to measure political and economic risk endemic to each country, focusing this week on France and Canada. The team also discusses economic and political conditions in Peru, Iran, and Russia. This podcast is a lightly edited policy call held June 24th, 2021. 

Join ACGA's Managing Director Gabriella Heffesse, Central Bank Analyst Jon Turek and guest Larry McDonald, founder of the Bear Traps Report, for our macroeconomic analysis on the latest U.S. data and how that's impacting central bank policy and overall market movements. This podcast is a lightly edited version of a policy call held May 25th, 2021

Join ACGA's Managing Partner David Metzner and our team of analysts as they discuss the prospects for a potential infrastructure package(s) as bipartisan negotiations continue with a recent counteroffer from Congressional Republicans. They also discuss proposed EU regulations for M&As as well as the recent actions from the EU in response to Belarus forcing Ryanair flight 4978  to land. This podcast is a lightly edited version of a policy call held on May 27, 2021. 

Join ACGA's Managing Partner David Metzner and our team of analysts as they discuss the prospects for a potential $4T infrastructure package currently being prepared as well as the timing and key legislative priorities that could be included in this package. They also discuss the NextGeneration EU approval timeline and funding disbursement; the legislative reform agenda in Brazil, and the recent Turkish central bank meeting. This podcast is a lightly edited version of a policy call held on May 6, 2021

Join ACGA's Director of International Policy Chris Czerwinski and our team of analysts as they discuss the recent U.S. sanctions against Russia and their impact as well as the first meeting of the Central Bank of Turkey (CBRT). They also discuss the status of a possible infrastructure package as negotiations continue. This podcast is a lightly edited version of a policy call held on April 15th, 2021.

Join ACGA's Managing Partner David Metzner and our team of analysts as they discuss the prospects for a potential $4T infrastructure package currently being prepared as well as the timing and key legislative priorities that could be included in this package. They also discuss the International Monetary Fund's (IMF) recent meeting and its growth projections. This podcast is a lightly edited version of a policy call held on April 8th, 2021.

Join ACGA's Managing Partner David Metzner and our team of analysts as they discuss the prospects for a potential $3T infrastructure package currently being prepared as well as the timing and key legislative priorities that could be included in this package. This podcast is a lightly edited version of a policy call held on March 25th, 2021.

Join ACGA’s Managing Director Gabriella Heffesse, Central Bank Analyst Jon Turek, and founder of the Bear Traps Report Larry McDonald as they discuss the Federal Reserve’s upcoming FOMC meeting and expectations for monetary policy moving forward.

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.

Please join David Metzner and our team of analysts as they discuss their expectations for the Lame Duck Congress and what they see as initial priorities for an incoming Biden Administration. Additionally, they discussed the EU’s ongoing negotiations regarding the Multiannual Financial Framework (MFF) as well as the “Next Generation EU” recovery package.This podcast is a lightly edited version of a policy call held November 19th, 2020.

Please join David Metzner and our team of analysts as they discuss the post-election landscape, the upcoming Georgia Senate runoff races, and our expectations for the Lame Duck Congress. Additionally, they discuss Biden’s possible future foreign policy regarding sanctions, trade and U.S. diplomatic relations as well as recent developments in the Armenia-Azerbaijan conflict .This podcast is a lightly edited version of a policy call held November 12th, 2020.

Join ACGA's Managing Partner David Metzner and our team of analysts for a preview of the upcoming U.S. elections and the state of negotiations for another coronavirus stimulus package. This podcast is a lightly edited version of a policy call held October 22nd, 2020.

Please join David Metzner, Chris Czerwinski and John East to discuss the candidates’ debate performances, the current status of the Presidential election and the state of the next fiscal package.This podcast is a lightly edited version of a policy call held October 8th, 2020.

Do debates really matter? Our team’s answer may surprise you! Please join David Metzner and the team to discuss this week’s Presidential debate, prospects for additional stimulus/pandemic relief, our weekly view on emerging markets (South Africa, Chile, Colombia and Peru) and Brexit.This podcast is a lightly edited version of a policy call held October 1st, 2020.

Join ACGA's Managing Partner David Metzner and our team of analysts as they discuss the various issues churning through Washington: the upcoming Supreme Court nomination, funding the Federal Government, additional stimulus, and the 2020 elections. We will also discuss our weekly emerging markets outlier, Hungary, and the fraught process that continues with Brexit.This podcast is a lightly edited version a policy call held on September 24th, 2020.

Join ACGA's Managing Partner David Metzner and our team of analysts as they discuss the impasse over additional stimulus funding in Congress, polling on key Senate races, how Azerbaijan stands out in pandemic recovery in emerging markets, Brexit’s next steps and the Bolsonaro Administration’s plans for additional spending programs. This podcast is a lightly edited version of a policy call held September 17th, 2020.

Join ACGA's Managing Partner David Metzner and our team of analysts as they discuss the stalled negotiations over another coronavirus stimulus package, an update on the 2020 elections, the status of U.S.-China relations and our weekly view on emerging markets and Brexit.This podcast is a lightly edited version of a policy call held September 10th, 2020.

Join ACGA's Managing Partner David Metzner and our team of analysts as they discuss the political situation inside Washington DC and the worsening state of negotiations for another coronavirus stimulus package. This podcast is a lightly edited version of a policy call held August 6th, 2020

Join ACGA's team of analysts and special guest Larry McDonald, founder of the Bear Traps Report, as they discuss the next CARES Act, 2020 U.S. elections and potential running mates for Biden. They also discuss international developments: increasing U.S.-China tensions, Europe’s recent stimulus package, and Brazil’s proposed tax reform. This podcast is a lightly edited version of a policy call held July 23rd, 2020.

Join ACGA’s Managing Partner David Metzner and Director of Research John East as they discuss the widespread use of mail-in ballots, expectations for voter turnout, and our state-by-state predictions for control of the Senate.This podcast is a lightly edited version of a policy call we held July 13th, 2020.

Join ACGA's team of analysts and special guest Larry McDonald, founder of the Bear Traps Report, as they discuss congressional negotiations for additional coronavirus relief legislation, Biden’s 2020 Presidential campaign and President Trump’s recent meeting with Mexican President Andrés Manuel López Obrador. This podcast is a lightly edited version of a policy call held July 9th, 2020.

Join ACGA's team of analysts and special guest Larry McDonald, founder of the Bear Traps Report, as they discuss possibility of a phase-4 coronavirus relief bill, U.S.-China relations, and Europe's response to the coronavirus.This podcast is a lightly edited version of a policy call held July 2nd, 2020.

Join ACGA's Managing Partner David Metzner and our team of analysts as they discuss U.S.-China relations, trans-Atlantic trade disputes, Brexit, and AMLO’s response to the pandemic in Mexico.This podcast is a lightly edited version of a policy call held June 25th, 2020.

Join ACGA's Managing Partner David Metzner and our team of analysts as they discuss the political situation inside Washington DC and the possibility of future coronavirus relief legislation. The team also discusses the U.S.-China trade relationship and Europe's pandemic relief plan the "Next Generation EU." This podcast is a lightly edited version of a policy call held June 18th, 2020.

Join ACGA's Managing Partner David Metzner and our team of analysts as they discuss the political situation inside Washington DC and the possibility of future coronavirus relief legislation. The team also discusses the macro and sovereign risk outlook during the coronavirus pandemic. This podcast is a lightly edited version of a policy call held June 11th, 2020

Join ACGA's team of analysts and John Kneuer, telecommunications expert, as they discuss the coronavirus' impact on the telecommunications industry, what it means for the wireless carriers, and the potential expansion of service to rural America.

Join ACGA's Managing Partner David Metzner and our team of analysts as they discuss tensions within the U.S.-China relationship and what impact that will have on phase-one of the trade agreement. The team also discusses The HEROS Act and the possibility of an additional coronavirus relief bill. This podcast is a lightly edited version of a policy call held on May 21st, 2020.

Join ACGA's Managing Partner David Metzner and our team of analysts, as they discuss the macro outlook during the coronavirus pandemic and the possibility of phase-4 coronavirus relief bill and the political obstacles involved.This podcast is a lightly edited version of a policy call held on May 14th, 2020.

Join ACGA’s team of analysts and special guest, Larry McDonald, founder of the Bear Traps Report, as they discuss the possibility of a phase-4 coronavirus relief bill and the political obstacles involved.

Join ACGA's team of analysts and Larry McDonald, founder of the The Bear Traps Report, as they discuss the macro and sovereign risk outlook during the Coronavirus pandemic. This podcast is a lightly edited version of a policy call held on April 23, 2020

Join ACGA's team of analysts and Larry McDonald, founder of the The Bear Traps Report, as they discuss the spread of the coronavirus and its effect on sovereign risk. This being compounded by the ongoing oil conflict between Saudi Arabia and Russia which has moved many sovereign debt issuances into the realm of distressed trading. Ratings agencies have been forced to downgrade several countries, including Mexico and South Africa, while others are sure to follow. They explore the macro risks associated with markets for several of these sovereign bonds and the potential for further outflows as the crises persist.This podcast is a lightly edited version of a policy call held on April 1st, 2020.

Join ACGA's managing partner David Metzner and our team of analysts for a special edition of the ACG Analytics podcast as they continue their discussion of Federal policy responses to the coronavirus pandemic: in-progress legislation, possible action from the Fed & Treasury, and market volatility.The following podcast is a lightly edited version of a policy call we held on March 20th.

Join ACGA's managing partner David Metzner and our team of analysts for a special edition of the ACG Analytics podcast as they discuss policy responses to the coronavirus pandemic. They explore in-progress legislation, presidential powers, possible action from the Federal Reserve & Treasury Department, and market volatility.The following podcast is a lightly edited version of a policy call we held on March 17th.

Join ACGA's Managing Partner David Metzner, Director of International Policy Chris Czerwinski, and Senior Advisor Bart Oosterveld as they discuss the current situation in Argentina and its debt crisis. They explore upcoming milestones in Argentina's debt restructuring, this week’s visit by an IMF delegation, and expectations going forward. Recorded March 2, 2020

Join ACGA’s Director of International Policy Chris Czerwinski and telecommunications expert John Kneuer as they discuss the FCC's upcoming public spectrum auction. They explore the events that led up to the decision for a public auction, expectations for Congressional action, and the impact on Intelsat.Recorded February 13, 2020

Join managing partner David Metzner and our team of analysts on the first podcast of the new year as they discuss the 2020 election. Today they are discussing recent developments in the democratic primary, Trump’s path to reelection, and a possible flip in the Senate. ACG Analytics is a premier bespoke investment research provider at the intersection of capital markets, public policy and the political economy. Recorded January 15th, 2020

"The ACG Analytics inaugural podcast features Managing Partner David Metzner and our team of analysts as they examine our 2020 outlook and areas of volatility. Topics include: trade, sanctions, currency, housing finance reform, cannabis legislation, fin-tech, Latin America, healthcare and the 2020 election. ACG Analytics is a premier bespoke investment research provider at the intersection of capital markets, public policy and the political economy.Recorded on December 18th, 2019"