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Capstone_Multilateral-Controls-on-Chip-Exports-to-China-Unlikely-a-Negative-for-US-Chipmakers-Seagate-a-Bellwether-for-Future-BIS-Enforcement-1Corporate Analysis
By Ian Tang, Gabe Armstrong-Scott, and JB Ferguson
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November 25, 2024 By Elena McGovern, co-head of Capstone’s National Security Team, Michael Wang, National Security analyst, and Hunter Hammond, Macro Policy analyst Capstone believes that the greatest near-term impact of the Department of Government Efficiency (DOGE)...
November 18, 2024 By Makenzy Mohrman, Capstone Financial Services analyst As the political tides shift in Washington—and with that shift, the likely end of many Biden-era housing affordability initiatives—policies to tackle the housing affordability crisis face a...
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...