European Central Bank President Lagarde just dropped a hint that's worth noting. The ECB might revise its growth forecasts upward when December rolls around.

This potential upgrade signals shifting sentiment in Frankfurt. If they're getting more optimistic about eurozone expansion, it could reshape expectations around monetary policy trajectory. Stronger growth typically means central banks have more room to maneuver on rates.

For risk assets, this kind of macro backdrop matters. When major central banks start seeing brighter economic horizons, it tends to influence liquidity conditions across the board. Keep an eye on how this plays out heading into year-end.