Market watchers are pricing in a significant shift in 2026. The combination of Fed policy adjustments and incoming administration priorities is expected to inject approximately $600 billion in fresh liquidity into financial markets through a multi-pronged approach: Treasury bill purchases, mortgage-backed securities (MBS) acquisitions, and reinvestment strategies. This represents a meaningful expansion of monetary accommodation after a period of tightening. For asset markets—particularly those sensitive to liquidity cycles—such a policy trajectory could reshape capital allocation dynamics. The timing matters: when fresh capital enters the system through these channels, traditionally risk-on environments tend to benefit disproportionately. Investors tracking macro flows should monitor how actual execution stacks up against these forward guidance signals.