Trade policy shifts are proving more impactful than many anticipated. Recent tariff implementations are showing tangible effects on economic activity, with current forecasts suggesting U.S. GDP growth could exceed 5% in the coming year. The mechanism is straightforward: adjusted trade dynamics are stimulating domestic economic momentum across multiple sectors. Market participants are increasingly factoring in these macroeconomic tailwinds when positioning portfolios. Whether this represents a structural shift in growth trajectories or cyclical strength remains a key discussion point for investors monitoring broader economic indicators.