Expect More Policy-Driven Volatility from Reciprocal Tariffs
While there is room for negotiation to reduce the reciprocal tariffs imposed by President Trump on April 2nd, policy-driven volatility will keep the market sell-off from quickly reversing course. We expect new, product-specific investigations targeting semiconductors...
Mergers and Maneuvers: Trump’s Return to Realign M&A and Antitrust Focus
SES/Intelsat: Antitrust Regulators Will be More Amenable to Remedies Under Trump, Positive for SES-Intelsat Transaction, Which Is Expected to Close H2 2025 WinnersIntelsat SALosersCharter Communications Inc. (CHTR), Comcast Corp. (CMCSA), Eutelsat Communications SA...
Rewiring the Network: FCC to Drive Pro-business Policy Changes
Capstone believes a Republican-led Federal Communications Commission (FCC) will aggressively pursue business-friendly regulatory reforms and adopt an accommodative stance towards mergers and acquisitions. This is expected to result in major policy changes for the...
Spectrum of Change: FCC to Back Satellite Growth With America-First Policies
Download the Report Capstone believes a Republican-led Federal Communications Commission (FCC) will take an “America first” stance in the satellite race against China by boosting new, large US-based satellite constellations such as SpaceX’s Starlink and Amazon’s...
