Tariff Tango: Trump’s Trade Moves to Shake Up Global Markets
Download the Report Capstone believes President Trump will use tariffs aggressively, prioritizing tariffs on products imported from China, and will move forward with a 10%-20% universal tariff. These actions threaten import-exposed industries, including energy, autos,...
Trump 2.0: EU Braces for Major Economic and Policy Overhaul
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 overwhelming mandate, the next four years will see unprecedented US policy...
Prescription for Risk: Drug Price Cuts Loom, Little Recourse for Payors
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, manufacturers, and pharmacies. The Trump Administration will revisit the Most Favored...
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...
