Tariff Tango: Trump’s Trade Moves to Shake Up Global Markets
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 threaten import-exposed industries, including energy, autos,...
Trump 2.0: EU Braces for Major Economic and Policy Overhaul
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 overwhelming mandate, the next four years will see unprecedented US policy...
Key Questions After the Election and What They Mean for Trump’s Policy
Capstone believes, as we penned last week, Donald Trump’s second term will not be like his first. President-elect Trump’s overwhelming mandate and ability to allow easy confirmation of his people to key positions mean the power of institutions to counteract executive...
Bipartisan Global Possibilities: Underappreciated Foreign Policy Developments
Both sides of the political spectrum have heralded Tuesday’s election as “the most consequential” contest ever, but there are several foreign policy developments that will likely manifest in the next year, regardless of who is President. Investors and companies should...
