


The Race To a Debt Limit Deal: Why the US is Likely to Avert Financial Default
The US will likely reach a debt limit deal to avert default before Treasury’s X date. Navigating the political fault lines will be challenging, but doable. By: Hunter Hammond May 23, 2023 — Capstone assigns a 90% probability that Democrats and Republicans will reach a...
Three Predictions on the Debt Limit Fight
By Hunter Hammond and Josh Price, Capstone analysts Capstone believes the debt limit debate will enter a new stage of the Congressional game of chicken in the coming weeks, and the fireworks have just begun. Although the House has gotten the bulk of the early...
Dumb and Dumber: Dissecting How the Debt Ceiling Negotiations Will Play Out
By: Maxwell Reale, Managing Director January 29, 2023 Welcome to the daftest debate in Congress: will the United States government be allowed to pay its existing debt obligations by borrowing money? We are in an era of political brinksmanship and sound bites, where...
Quantifying Impact
By: David Barrosse, Capstone CEO and Founder January 22, 2023 – In 2022, Capstone conducted over 100 projects for corporate and investor clients in which we did three basic things: predict policy, quantify impact, and create strategy. In an earlier commentary, I...