The macro landscape is crystallizing. We're seeing inflation pressures ease up, which shifts everything. Policy makers are pivoting toward support mode—rate cuts are coming, fiscal measures are being primed, and central banks are gearing up for balance-sheet expansion. These aren't random moves; they're all pointing the same direction. What does that mean? Liquidity is about to return to markets. Combined with clearer regulatory frameworks emerging across jurisdictions, the environment for risk assets is taking shape. The pieces are aligning in a way that typically precedes broader market participation.