#DanielNadem

Liquidity talk is creeping back into the market narrative. Trump floating a $2,000+ dividend tied to tariffs isn’t just politics, it’s a liquidity signal traders can’t ignore. More cash in consumers’ hands changes expectations fast. Risk appetite can turn quickly, inflation assumptions shift, and rate paths get repriced.

Whether this is rhetoric or real policy matters less in the short term than how markets front-run it. Equities, bonds, and crypto all react to the possibility of fresh money entering the system.

In moments like this, markets don’t trade opinions. They trade expectations and liquidity. Hard assets tend to matter most when confidence and inflation narratives collide.