What's driving market sentiment these days? According to U.S. fiscal authorities, the missing piece for sustainable economic strength isn't complicated—it's simply more Federal Reserve rate cuts. This perspective matters for anyone tracking inflation dynamics and capital flows. When central banks maintain restrictive monetary policy, it typically constrains liquidity conditions across asset classes, from traditional markets to digital assets. The argument here is straightforward: deeper rate cuts would unlock economic expansion, ease borrowing costs, and potentially redirect investment appetite. For traders monitoring macro conditions, this signals ongoing debate about the Fed's policy trajectory through 2025. Whether additional easing materializes will likely shape risk-on sentiment and asset allocation decisions across the board.