🌍 MACRO SIGNAL — SHIFTING TONE, RISING RISK APPETITE
U.S. Treasury Secretary Scott Bessent’s statement — “The golden age of America is underway. The best is yet to come.” — is more than optimism; it’s a clear signal of a growth-first narrative taking shape at the highest policy level. Historically, this kind of confidence from leadership aligns with pro-growth policies, stronger capital deployment, and a willingness to support risk-taking across markets.
For investors, the market translation is straightforward: sentiment at the top matters. When policymakers project stability and expansion, risk assets tend to respond positively, especially equities and crypto. If this tone continues alongside stable inflation and steady rates, liquidity expectations can quietly improve.
Macro winds may be turning. Staying alert now could matter more than reacting later.
