Trump Proposes $1,000 Retirement Match Sparking Markets

President Donald Trump used the 2026 State of the Union to announce a $1,000 federal match for workers without employer 401(k)s and unveiled tariff and data-center power mandates on Feb. 4. Markets reacted with sector rotation—asset managers and infrastructure stocks rose while tech, logistics and broader indices fell amid deficit and trade-policy concerns. Global partners paused trade talks, weakening the dollar.