Latest trade policy retreat is fueling a global asset surge across markets. The move has reignited a familiar investor sentiment — some are dusting off the 'TACO' narrative ('Trump Always Chickens Out') as they watch international equities and commodities rally.

It's a tell-tale pattern: hawkish rhetoric gets priced in, then suddenly softens, and boom — risk assets catch a bid. For crypto investors watching macro flows, this kind of policy whiplash matters. When geopolitical tensions ease (or at least appear to), capital tends to rotate back into growth-oriented plays. Whether it's stocks, forex, or digital assets, the mechanics stay similar.

The market's reading is clear: expect continued volatility around policy announcements, and watch how capital repositioning plays out across different asset classes.