The rhetoric around fiscal policy often masks the real game at play. When a leader prioritizes leveraging monetary mechanisms over orthodox economic theory, savvy market participants don't wait for official announcements—they start repositioning.

Here's the thing: institutional traders and informed investors decode policy intentions through actions and institutional moves, not press releases. The signal gets priced in long before retail catches wind of it.

This is why you see sudden shifts in asset allocations, subtle changes in derivative positioning, and volatility spikes that seem disconnected from headlines. The market is running calculations on what these policy choices mean for inflation, currency dynamics, and ultimately, risk asset performance.

Don't chase the narrative. Track what's actually moving—funding rates, exchange flows, smart money repositioning. The patterns tell you what comes next.