AI Wars to Heat up: Why the US and EU Will Escalate Their AI Trade War, and Why it Carries Underappreciated Risks
By JB Ferguson Introduction Capstone believes the US-EU de facto trade war over AI will escalate in 2024, posing underappreciated risks and opportunities across tech and other industries. We expect the competing priorities of protecting against the unconstrained...
Waves at The Ballot Box: Why EU Electoral Dynamics will Have Underappreciated Implications Across Industry
By Mathew Gilbert Introduction Capstone believes a new European Commission (EC) agenda and Parliament elections will drive a host of underappreciated national and EU-level policy implications across industries as European Union (EU) as policymakers double down on...
Banks Fight Back: Why Banks Will Push Back Aggressively Across Several Regulatory Fronts and why Regulators Won’t go Down Without a Fight
By Keegan Ferguson Introduction Capstone expects banks to push back aggressively across several regulatory fronts in 2024, establishing a notable and underappreciated inflection point for regulation in the industry. But, we don’t expect regulators to go down without a...
A Rocky Path: Why Pharmaceutical Manufacturers Face a Tougher Road Ahead
By Hunter Hammond Introduction Capstone believes pharmaceutical manufacturers will continue to face a rockier landscape in 2024 than the industry and its investors expect as Inflation Reduction Act (IRA) implementation uncertainties continue. While pharmacy benefit...
