The Street's playing a familiar game these days. Betting on falling rates to juice equities, then counting on solid earnings to keep the party going. Classic playbook—ride the monetary tailwind, lean on corporate profits, and hope one more bull run is in the tank. Thing is, when you're managing a portfolio across multiple asset classes, understanding these macro currents matters. Rate expectations can shift sentiment across everything from traditional stocks to digital assets. Worth watching if you're thinking about positioning for what comes next.