Emerging markets face economic headwinds as global trade barriers rise and policy uncertainty deepens, leading to downgraded growth forecasts.(Representing AI image) Trade Barriers Hit Hard: Why the World Bank Slashed Emerging Markets’ 2025 Growth to 2.3% - Dr.Sanjaykumar pawar Table of Contents Introduction: A Stark Revision in Global Growth The World Bank’s New Forecast: What Changed Anchors of the Drop: Trade Barriers & Policy Uncertainty Disaggregating the Impact: Emerging Markets & Developing Economies Key Channels: How Trade Friction Slows Growth Empirical Evidence: Trade, Tariffs, and Growth Regional Effects & Country Cases Risks, Offsets, and Policy Options What This Means for India & Other Big EMs Conclusion: The Way Forward FAQs References & Further Reading 1. Introduction: A Stark Revision in Global Growth In June 2025, the World Bank made headlines by slashing its global growth forecast to 2.3% —a sobering figure it labeled a...
Markets Rally on Fed Rate-Cut Hopes: What Weak U.S. Jobs Data Really Means for Stocks, Bonds, and Your Portfolio - Dr. Sanjay kumar pawar Weak U.S. jobs data sharpened expectations the Federal Reserve will cut rates soon—sending stocks up and bond yields down. This in-depth analysis breaks down the data, explains the market mechanics, shows where opportunities and risks lie, and answers common investor questions. Sources: BLS, Federal Reserve, CME, Reuters, Bloomberg, U.S. Treasury. Table of Contents Executive Summary What Just Happened: The Data That Moved Markets Why “Bad News” Sparked a Rally: The Rate-Cut Transmission Mechanism The Bond Market’s Signal: Yields, Term Premiums, and Duration Equities Playbook: Who Benefits—And Who Doesn’t The Dollar, Credit, and Commodities: Second-Order Effects What the Fed Has Said (and Not Said) Key Charts & Data Table Risks to the Rally: Three Things That Could Upend the Narrative Actionable Takeaways FAQ Conclusion...