The latest shift in political leadership has sparked a wave of optimism across financial markets, triggering both aggressive deal activity and bullish sentiment. Yet seasoned bank investors are now reconsidering their positions. They're watching closely—and growing concerned. A tilt toward populist policies could unwind the very gains that fueled recent rallies. It's the classic boom-and-bust tension: markets surge on hope, then reality checks in. Those betting big are hedging their bets, bracing for potential headwinds that might derail the current momentum.