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 Rise of Loper Bright: The Coming Political Tug of War Amid the Death of Deference to Agencies
January 13, 2025 By Walker Livingston, Capstone Energy and Industrials Analyst It can be tempting to think of the ruling in Loper Bright Enterprises v. Raimondo — which consolidated the Supreme Court’s erosion of four decades of deference to federal agencies — as the...
Sustainability in the Crosshairs: Republicans’ Energy Strategy Targets Renewables
January 6, 2025 By Eric Scheriff, Capstone’s Global Energy Policy Head Capstone believes the Trump administration will lean heavily on executive action to implement its energy agenda. Looking at Congress, with slim majorities and a host of priorities outside of...
Selective Borders: Immigration Agenda Will Redraw Labor Markets and Talent Pools
January 6, 2025 By JB Ferguson, Head of Capstone's Tech, Media, and Telecom Team Capstone believes Trump will pursue his illegal immigration agenda immediately after taking office, leading to underappreciated labor availability woes and wage pressure challenges for...
