Favorable tax policies coupled with regulatory easing could spark a meaningful uptick in market demand across asset classes. The prospect of reduced compliance burdens and improved after-tax returns is likely to attract both retail and institutional participants seeking better yield opportunities.

However, this bullish backdrop comes with a critical caveat: inflation remains a persistent threat that shouldn't be overlooked. While growth-friendly policies are attractive, policymakers and investors alike need to stay vigilant about price pressures. The risk of complacency on inflation could quickly unwind recent market gains if price growth accelerates unexpectedly.

The balance between stimulative policy and price stability will be crucial. Growth is meaningful only when it outpaces inflation. Without careful monitoring of monetary conditions and supply-side dynamics, what looks like a win-win scenario today could turn into a stagflation trap tomorrow.