Recent policy moves on tariffs are reshaping the economic equation. The trade deficit has contracted by 60%—a remarkable shift in dynamics. GDP growth is hitting 4.3% and climbing further. Inflation? Essentially flat. The combination is redefining how markets perceive national economic strength and stability. When trade dynamics shift this dramatically, it ripples through asset valuations and investor sentiment globally. The policy pivot toward stronger trade positioning sends a clear signal about economic direction—something worth watching if you're thinking about broader portfolio exposure and market cycles.