


Shifting Gears in Environmental Policy: Federal Slowdown, State Action
January 24, 2025 By Walker Livingston, Capstone Energy Analyst Capstone believes that although federal environmental regulations will slow with the incoming Trump administration, regulators will likely not fully roll back Biden-era PFAS rules—a positive for utilities...
The Rise of Loper Bright: The Coming Political Tug of War Amid the Death of Agency Deference
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...
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...
How the Dept. of Government Efficiency Will Use Its Platform
November 25, 2024 By Elena McGovern, co-head of Capstone’s National Security Team, Michael Wang, National Security analyst, and Hunter Hammond, Macro Policy analyst Capstone believes that the greatest near-term impact of the Department of Government Efficiency (DOGE)...