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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President Trump’s Tariffs Have Shocked the World. What Now?
April 7, 2025 By Andrew Gier, Head of Capstone’s Global Trade & Tariff Practice I'm going to go out on a limb and guess that most people reading this didn't have a great week. Capstone has been on the record since shortly after the election, saying that we thought...
Expect More Policy-Driven Volatility from Reciprocal Tariffs
April 4, 2025 By Alec Vaughan, Capstone Special Situations Analyst While there is room for negotiation to reduce the reciprocal tariffs imposed by President Trump on April 2nd, policy-driven volatility will keep the market sell-off from quickly reversing course. We...
Data Centers, Geopolitics, and Other Emerging Trends from CERAWeek
March 25, 2025 By Daniel Silverberg, Head of Capstone's Corporate Practice Capstone was on the ground at CERAWeek—the world's premier energy conference, a gathering of industry leaders, policymakers, and experts to discuss and shape the future of energy—in Houston...
