The bond market's reading of this election tells an interesting story: fiscal expansion ahead. But here's where it gets messy. Food tax relief sounds politically smart, except nobody's answered the money question. Where does funding come from? That's the elephant in the room, and it's why fiscal deterioration concerns keep creeping into bond traders' calculations. The gap between campaign promises and actual budgetary capacity is real, and markets are starting to price in the reality that expansion rhetoric might not match fiscal sustainability down the line.