According to @StockMKTNewz, Donald Trump stated he will not permit dividends or stock buybacks for defense companies until the identified problems are rectified, indicating a potential freeze on capital returns if enacted as policy, source: @StockMKTNewz on X dated Jan 7, 2026. A halt to dividends and repurchases would directly cut shareholder yield and remove EPS accretion from buybacks, factors documented as key components of total equity return in payout-driven strategies, source: S&P Dow Jones Indices research on shareholder yield. Traders should monitor major defense names LMT, RTX, NOC, GD, LHX, HII and sector ETFs ITA and XAR for headline-driven volatility tied to potential changes in distributions and repurchases, source: iShares U.S. Aerospace & Defense ETF (ITA) and SPDR S&P Aerospace & Defense ETF (XAR) fund materials. Crypto traders should watch cross-asset risk sentiment because BTC and equities correlations have historically risen around macro policy headlines, which can transmit volatility to BTC and ETH, source: Kaiko Research cross-asset correlation studies.