Expect More Policy-Driven Volatility from Reciprocal Tariffs
April 4, 2025 By Alec Vaughan, Capstone Special Situations Analyst 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...
Mergers and Maneuvers: Trump’s Return to Realign M&A and Antitrust Focus
January 27, 2025 By Matt Wiederrecht, Head of Capstone’s Special Situations Team 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...
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...
Spectrum of Change: FCC to Back Satellite Growth With America-First Policies
January 2, 2025 By Matt Wiederrecht, Head of Capstone’s Special Situations Team 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...
