According to Edward Dowd, fiscal stimulus is a counter-cyclical tool and deploying it into a supposedly strong economy risks higher inflation, implying policymakers see economic weakness ahead. Source: https://twitter.com/DowdEdward/status/1998668375619469781 For trading, monitor the NY Fed yield-curve recession probability and the ICE US Dollar Index DXY to gauge risk sentiment that can spill over into crypto beta, where BTC and ETH have shown stronger correlation with broader risk assets. Sources: https://www.newyorkfed.org/research/capital_markets/ycmodel https://www.theice.com/products/194/US-Dollar-Index-Futures https://www.imf.org/en/Blogs/Articles/2022/01/11/crypto-prices-move-more-in-sync-with-stocks-posing-new-risks To track policy repricing, use the CME FedWatch Tool for market-implied rate paths that react to growth and inflation headlines linked to fiscal policy. Source: https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html