


Replaying the Trump Card: Exploring Regulatory Implications of a Second Trump Presidency

The Unstoppable IRA Wave: Why the Clean Energy Bill Will Withstand Repeal Efforts and other Challenges
By Eric Scheriff Introduction Capstone believes significant changes to IRA tax credits remain unlikely in any 2024 election scenario, even as Republican proposals to repeal key incentives created by the Inflation Reduction Act (IRA) become more common. The tax...
AI Wars to Heat up: Why the US and EU Will Escalate Their AI Trade War, and Why it Carries Underappreciated Risks
By JB Ferguson Introduction Capstone believes the US-EU de facto trade war over AI will escalate in 2024, posing underappreciated risks and opportunities across tech and other industries. We expect the competing priorities of protecting against the unconstrained...
Waves at The Ballot Box: Why EU Electoral Dynamics will Have Underappreciated Implications Across Industry
By Mathew Gilbert Introduction Capstone believes a new European Commission (EC) agenda and Parliament elections will drive a host of underappreciated national and EU-level policy implications across industries as European Union (EU) as policymakers double down on...