Tariff Tango: Trump’s Trade Moves to Shake Up Global Markets
January 2, 2025 By Andrew Gier, CFA, Capstone Trade Analyst Download the Report Capstone believes President Trump will use tariffs aggressively, prioritizing tariffs on products imported from China, and will move forward with a 10%-20% universal tariff. These actions...
Trump 2.0: EU Braces for Major Economic and Policy Overhaul
January 2, 2025 By Mathew Gilbert, Head of Capstone’s European Practice Capstone believes President-elect Trump’s second administration will profoundly impact Europe’s economic and policy outlook. We believe Trump 2.0 will not be like his first term. Given his...
India’s Hydrogen Sector Primed for Foreign Investment
October 21, 2024 By Dhanush Arun and Dhanendra Kumar This note was co-written with Dhanendra Kumar, a member of Capstone’s India Advisory Board. Kumar was formerly the executive director at the World Bank and the first chair of the Competition Commission of India and...
Election Risks and Opportunities for Chemical Companies
September 25, 2024 By Walker Livingston, energy & industrials analyst Trump Efforts to Roll Back Risk Rules for Chemicals Would Face Obstacles; Harris Would Increase Focus on Environmental Justice Capstone believes that former President Trump would try to...
