The U.S.–China trade conflict intensifies over rare earth exports and tech supremacy.(Representing AI image) Trade War Reignites: Trump’s 100% Tariff Threat, China’s Rare Earth Retaliation & Global Implications - Dr.Sanjaykumar pawar Table of Contents Introduction: A New Phase in the US–China Trade Duel The Strategic Role of Rare Earths in Modern Economies 2.1 What Are Rare Earth Elements? 2.2 China’s Dominance in the Rare Earth Value Chain Trigger Point: China’s Export Controls vs. U.S. Tariff Escalation 3.1 China’s April 2025 Export Controls 3.2 Trump’s 100% Tariff Announcement 3.3 Interplay of Export and Import Controls Economic & Industrial Impacts 4.1 On the U.S.: Technology, Manufacturing & Defense 4.2 On China: Export Shock, Stimulus & Currency Responses 4.3 Global Ripple Effects: Supply Chains, Inflation, Trade Diversification Modeling the Disruption: Trade Risk, Chains & Resilience 5.1 Systemic Trade Risk in REE‑Intensiv...
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...