Trade (Insights) Archives

Key Questions After the Election and What They Mean for Trump’s Policy

by Hallie Ryan | Nov 13, 2024 | Featured Article, Insights, Macro (Insights), Trade (Insights)

November 10, 2024 By Thomas Dee, Capstone’s Head of Research and Strategy Capstone believes, as we penned last week, Donald Trump’s second term will not be like his first. President-elect Trump’s overwhelming mandate and ability to allow easy confirmation of his...

Emerging National Security Opportunities, Policy Shifts, and Chinese Consensus

by Meghan Pallardy | Aug 5, 2024 | Insights, National Security (Insights), Trade (Insights)

August 5, 2024 *As we reach the year’s midpoint, Capstone is revisiting our sector 2024 predictions and looking ahead to the second half of 2024. President Biden’s withdrawal from the presidential race has not only heightened the intensity of the...

For Every Action, an Equal Reaction: Renewed China Trade Conflict and the Likely Chinese Response

by Meghan Pallardy | May 6, 2024 | Featured Article, Insights, Macro (Insights), National Security (Insights), Trade (Insights)

May 6, 2024 By Andrew Gier, Capstone trade analyst When it comes to China trade policy, President Biden’s time in office has been less turbulent than his predecessor. While he has sought to address Chinese competition in key strategic areas through things like export...

Caught in the Middle: Why US-China Competition Holds Underappreciated Risks for Microelectronics and Consumer Goods

by Meghan Pallardy | Dec 21, 2023 | Insights, Special Reports, Technology, Media & Telecommunications (Insights), Trade (Insights)

By Ian Tang Introduction Capstone believes US-China tensions pose notable underappreciated risks in the upcoming election year for microelectronics manufacturers and platforms selling consumer goods made in China, despite a more stable US-China relationship...

Next Entries »

Key Questions After the Election and What They Mean for Trump’s Policy

Emerging National Security Opportunities, Policy Shifts, and Chinese Consensus

For Every Action, an Equal Reaction: Renewed China Trade Conflict and the Likely Chinese Response

Caught in the Middle: Why US-China Competition Holds Underappreciated Risks for Microelectronics and Consumer Goods

Contact Us

A Supplemental Benefits Vendor

A Leading Reverse Mortgage Lender

An American Private Equity Firm

An American Private Equity Firm

An Integrated Shipping and Logistics Company

A Recruiting Platform for Motor Carriers

A Semiconductor Equipment Manufacturer

A Global Media Analytics Firm

Post Hurricane Economic Outlook in Puerto Rico

A Payment Processor in Alcohol Distribution

An Airport Services P3 Operator

A Retirement Custody Solutions Provider

A Global Private Equity Firm

A Leading EdTech Company

A Global Mining Company

A Global Transit Infrastructure Company

A Major Korean Conglomerate

A US-Based Global Airline

A Global Energy Corporation

An American Defense Company

A Hydrogen-Focused Energy Company

A Global Private Equity Firm

A UK Motor Vehicle Insurance Provider

An At-Risk Primary Care Provider

A 340B Company

A Risk Adjustment Vendor