Here's the thing about market confidence right now—it all hinges on whether the Fed can hold its ground. If the Federal Reserve bends to political pressure, especially with competing economic agendas at play, it sends mixed signals to investors. Markets hate uncertainty, and they really hate seeing central banks lose independence. When monetary policy gets tangled up with political pressure, risk appetite tends to dry up. Investors start questioning whether decisions are being made on sound economics or something else entirely. The stronger the Fed's resolve to stick to its mandate, the more stable market sentiment becomes. That's worth watching closely.