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...
Key Questions After the Election and What They Mean for Trump’s Policy
November 10, 2024 By Thomas Dee, Capstone’s Head of Research and Strategy 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...
Bipartisan Global Possibilities: Underappreciated Foreign Policy Developments
November 4, 2024 By Daniel Silverberg, head of Capstone’s National Security Team, and Alexander Slater, a Managing Director in Capstone’s Corporate Practice Both sides of the political spectrum have heralded Tuesday’s election as “the most consequential” contest...
