Blackstone(US:BX) Jin Shi Shu Ju·2026-01-08 10:07Group 1 - Trump's proposal to ban large institutional investors from purchasing single-family homes aims to address housing affordability issues, which are a significant concern for voters ahead of the midterm elections [3][4] - The housing market is currently facing a severe shortage of available homes, high mortgage rates, and historically high prices, contributing to public frustration with the economy [3] - The stock prices of real estate companies, such as Blackstone, fell sharply by 5.6% following Trump's announcement, indicating market reaction to the proposed policy [3] Group 2 - Trump's statements regarding defense contractors suggest a shift towards more progressive economic policies, as he criticized these companies for profiting from government contracts while rewarding shareholders instead of benefiting the public [4] - The defense sector experienced significant stock declines in response to Trump's demands for contractors to stop dividends and stock buybacks, as well as to limit executive compensation [4][5] - Investors are unsettled by the sudden and unexpected nature of Trump's policy announcements, which have historically led to significant market impacts [5]