Major stimulus push just rolled out—we're talking a $72 billion loan guarantee facility designed to get private companies moving on expansion plans. When governments open credit taps like this, it typically signals something important: capital is on the move. The mechanics are straightforward—lower borrowing barriers, more deployment capital flowing through the economy. For those tracking macro trends and their ripple effects on asset markets, this kind of policy shift is worth watching. It affects consumption patterns, investment appetite, and ultimately how capital repositions across different asset classes. Basically, when you see governments greenlight massive credit facilities, it often precedes broader market shifts. The question becomes: where does all that newly accessible capital end up?