The latest policy signal from Washington is raising eyebrows across markets. Defense contractors are being targeted for stricter capital allocation rules—specifically a push to restrict dividend payments and share buyback programs. This move signals a broader shift in how policymakers view corporate cash deployment. For investors tracking macroeconomic trends, it's worth noting how tightening fiscal constraints on legacy sectors could reshape capital flows across markets. Defense spending priorities, earnings retention policies, and equity market dynamics are all interconnected. Whether this reflects a fundamental stance on corporate governance or a temporary pressure point remains to be seen, but it's the kind of policy tightening that can create ripple effects throughout traditional markets and beyond.