Morning Bid: Trump’s Visible Hand Shakes Up Markets

In the Morning Bid market commentary on January 8, 2026, Reuters highlights how the actions and policies of U.S. President Donald Trump are reverberating across global financial markets. Investors are recalibrating amid a wave of geopolitical headlines tied to Trump’s administration. Wall Street eased from record highs while Asian stocks traded lower, and oil prices found stability after earlier declines. A key development was Trump’s proposal for a sharply larger U.S. defense budget and an executive order restricting defense contractors’ ability to pay dividends or buy back stock unless they boost weapons production, initially unsettling defense stocks before a partial rebound. Meanwhile, the U.S. plans to buy sanctioned Venezuelan crude to stabilize that country’s economy, and tensions between China and Japan over chipmaking chemicals added pressure in Asia. Data on U.S. labor markets was mixed, with markets now focused on the upcoming non‑farm payrolls report that could shape Federal Reserve rate decisions. #GlobalMarkets #TrumpPolicy #Investing #EconomicOutlook #SlimScan #GrowthStocks #CANSLIM