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...
Banks Fight Back: Why Banks Will Push Back Aggressively Across Several Regulatory Fronts and why Regulators Won’t go Down Without a Fight
By Keegan Ferguson Introduction Capstone expects banks to push back aggressively across several regulatory fronts in 2024, establishing a notable and underappreciated inflection point for regulation in the industry. But, we don’t expect regulators to go down without a...
A Rocky Path: Why Pharmaceutical Manufacturers Face a Tougher Road Ahead
By Hunter Hammond Introduction Capstone believes pharmaceutical manufacturers will continue to face a rockier landscape in 2024 than the industry and its investors expect as Inflation Reduction Act (IRA) implementation uncertainties continue. While pharmacy benefit...
The CFPB unshackled: Why the Temperature will be Turned Up on the Consumer Finance Industry
By John Donnelly Introduction Capstone expects consumer-friendly regulatory pressure to ratchet up for financial companies providing consumer-facing products and services as freed-up regulators race against the electoral clock to pursue Biden’s agenda before the...
