Well, first of all, I think it is pretty clear that he is perceived as less permissive (or friendly, if you want to go that route) towards bgig business. This is particularly true and evident at themoment where he is discussing stricter rules on some HUGE market drivers, such as banks (look at the last two days.)

I will remind you all that for the last two to three years, there was nearly a 100% correlation of the markets being lower at the end of Pres. Bush's speeches than at the beginning. Don't know why, as he surely was a business friendly president.