Three Signals of Improved Market Sentiment:
Activity in the MEME Sector: Indicates that risk-loving funds are beginning to position themselves. The high volatility characteristics of these assets often initiate first when liquidity expectations improve.
Cost Benefits from Tariff Reductions: Manufacturing enterprises are the first to benefit, and the transmission effects in the industrial chain may gradually become apparent in the next three months.
Anticipation of Interest Rate Cuts: Although the Federal Reserve has not yet eased, subtle changes in the bond market yield curve have revealed that funds are betting on accommodative policies.
