Interesting development on the fiscal front – looks like the tariff strategy is actually moving the needle on deficit numbers. The government's budget situation is showing genuine improvement, which wasn't what most economists were predicting when these trade policies first rolled out.

What's worth noting here is the timing. We're seeing deficit reduction at a moment when conventional wisdom suggested the opposite would happen. The revenue boost from tariffs seems to be outpacing the initial projections, though it's still early to call this a long-term trend.

For anyone tracking macro conditions and their impact on risk assets, this is the kind of data point that matters. Improved fiscal health could shift sentiment across traditional and digital markets alike. The question now is whether this momentum holds or if we're just looking at a temporary accounting win.