India–U.S. trade talks promise economic gains but remain stuck over tariffs, agriculture, and geopolitical tensions.(Representing ai image) India–U.S. Trade Deal Explained: Tariffs, Agriculture & the Rising Economic Cost Writer: Dr. Sanjaykumar Pawar Economic Analyst & Policy Commentator Table of Contents Introduction: A Deal That Looked Inevitable India–U.S. Economic Relationship: Why It Matters The Promise of 2025: From Strategic Optics to Economic Expectations Reciprocal Tariffs and a Changing U.S. Trade Doctrine Why Negotiations Hit a Wall a) Tariffs: The First Fault Line b) Agriculture: India’s Political Red Line c) Energy and Russian Oil: A Geopolitical Complication The Economics Behind the Stalemate Measuring the Cost: GDP, Markets, and the Rupee Who Pays the Price? Indian Exporters and U.S. Consumers Why Agriculture Is the “Primary Stumbling Block” Elections, Politics, and Policy Paralysis in India Strategic Logic vs. Domestic Reality Can Markets S...
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...