2023 Policy Forecasts
Welcome to Capstone’s annual forecast of unappreciated policy and regulatory themes companies, investors, and, industries should expect to play out over the course of the year.
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The Rules of Trump’s Trade War
March 10, 2025 By Andrew Gier, CFA, Head of Capstone’s Global Trade Practice Since President Trump took office, Capstone has received a flood of questions about the direction of US trade policy. One of the most common has been, “How do you predict what this guy is...
Trump’s Coming Global Infrastructure Play
February 24, 2025 By Daniel Silverberg, Co-Head of Capstone's National Security Team, and Alexander Slater, Managing Director in Capstone’s Corporate Practice President Trump’s skeptical approach to foreign assistance suggests his administration is likely to require...
Trump, the Endangerment Finding, and the Potential Cascading Chaos for Climate Regulations
By Charlotte Jenkins and Emily Tucker, Capstone Energy Analysts Since taking office, the Trump administration has scrubbed mentions of climate change from federal agency websites, resulting in absent reports and missing data. To satisfy the underlying goal of a Trump...
