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...
Prescription for Risk: Drug Price Cuts Loom, Little Recourse for Payors
January 2, 2025 By Hunter Hammond, Co-Head of Capstone’s Healthcare Practice Download the Report Capstone believes the healthcare impacts of Biden’s Inflation Reduction Act will be felt in 2025, posing underappreciated risk and little recourse for payors,...
Rewiring the Network: FCC to Drive Pro-business Policy Changes
January 2, 2025 By Matt Wiederrecht, Head of Capstone’s Special Situations Team Capstone believes a Republican-led Federal Communications Commission (FCC) will aggressively pursue business-friendly regulatory reforms and adopt an accommodative stance towards...
Healthy Diagnosis: Providers Well-positioned for the Year Ahead
January 2, 2025 By Wylie Butler, Capstone Healthcare Analyst Download the Report Capstone believes 2025 will feature a broadly positive policy backdrop for healthcare providers, with three major themes dominating. We expect a reversal of labor union alignment rules...
