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Trump’s Movie Tariff Effort Faces Key Obstacles
May 21, 2025 By Andrew Gier, CFA, Head of Capstone's Trade Practice Capstone believes material obstacles will prevent the Trump administration from imposing tariffs on foreign films, shielding producers and streamers such as Netflix Inc. (NFLX), Walt Disney Co. (DIS),...
Section 232 Could Sink US Port Revenues
May 20, 2025 By Andrew Gier, CFA, Head of Capstone's Trade Practice Capstone believes that tariffs on China and Section 232 tariffs on heavy industrial products and vehicles will lead to significant long-term import slowdowns across US ports due to the magnitude of...
A Fractured Front: Why the US-Iran Negotiations Will Stall
May 2, 2025 By Daniel Silverberg, co-head of Capstone’s National Security practice The White House MAGA-versus-hawks fight was on full display after Donald Trump Jr. attacked the Foundation for Defense of Democracies (FDD), a hawkish think tank advocating a complete...
