Core Viewpoint - The risk for bank shareholders has increased following the Trump administration's threats directed at defense contractors and home builders [1] Group 1: Impact on Defense Contractors - The Trump administration's threats have created uncertainty in the defense sector, potentially affecting contracts and future revenue streams for defense contractors [1] Group 2: Impact on Home Builders - Home builders are facing heightened risks due to the administration's stance, which may lead to fluctuations in market confidence and project financing [1] Group 3: Broader Implications for Banks - The increased risk for shareholders in banks is linked to the potential fallout from the administration's actions, which could impact lending and investment strategies within the banking sector [1]
Are Megabanks Next in Trump's Crackdown on Stock Buybacks?
WSJ·2026-01-19 10:30