New Delhi, Feb. 10 -- If you've been following US stock market news today, the mood going into 2026 feels oddly split. On some days, it's tariffs, geopolitics and fiscal worries. On others, it's record highs, resilient consumers and "soft landing" confidence. Underneath the noise, there's a simpler, more constructive setup that could matter far more for returns than the headline of the day.

America is entering 2026 with the potential for both fiscal and monetary support to show up at the same time. That combination doesn't guarantee a boom. But it does raise the odds that growth surprises on the upside, which is exactly the kind of "positive but realistic" story markets like to price. For investors reading the US Market Today through bel...