Key Market Moves: Treasury yields surging on fiscal outlook Stocks hit new highs on deregulation hopes Growth sectors leading rotation Reopening names surging Sector Winners: Energy stocks on deregulation Financials on yield curve steepening Infrastructure plays gaining Defense contractors rallying Trade Strategy: Long USD vs EM currencies Value over Growth positioning Small caps over Large caps Watch bond market reaction function Key Focus: Policy implementation timeline crucial. #TrumpTrade #Stocks #UST