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How AI Is Reshaping the Global Economy | The New Intelligence Economy

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Has China Beaten Trump’s Tariffs? GDP Growth Explained

Has China Beaten Trump’s Tariffs? What the Latest GDP Growth Data Reveals - Dr.Sanjaykumar Pawar Table of Contents Introduction Understanding the GDP Surprise Historical Context: U.S.-China Trade War Anatomy of China's Growth: What the Numbers Say External Demand vs. Domestic Weakness The Tariff Truce and Its Impact Structural Imbalances: The Core Challenge Can China Rely Less on Exports? Why Stimulus Has Been Tepid (So Far) Future Outlook: Risks and Opportunities Conclusion Frequently Asked Questions (FAQ) 1. Introduction China’s latest GDP figures are making waves—and for good reason. According to the National Bureau of Statistics (NBS) , the country posted a 5.4% year-on-year growth in Q1 2025 and 5.2% in Q2 , defying global expectations and breathing fresh life into a long-running debate: Has China successfully weathered the impact of U.S. tariffs introduced during the Trump administration? At first glance, the numbers suggest a strong rebound, hinting that C...
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China's GDP Growth Beats Expectations Again: What It Reveals About Its Strengths, Challenges & Tariff War Tactics

What China’s Surprising GDP Growth Reveals: Strengths and Struggles Amid Tariff Wars and Global Realignments  - Dr.Sanjaykumar Pawar Table of Contents Introduction The Big Surprise: Two Consecutive Quarters of Outperforming GDP China’s Economic Structure: From Manufacturing Boom to Consumer Challenges The U.S. Tariff War: Impact and China’s Tactical Response Domestic Economic Struggles: Real Estate Collapse, Youth Unemployment, and Deflation Global Trade Reconfiguration: China+1 Strategy and Supply Chain Shifts Export Resilience Amid Trade Barriers Can We Trust China’s Official Data? Key Insights and Expert Opinions Visual Charts: GDP Growth, Deflation Trends, Export Distribution Conclusion: Strength in Resilience, But Caution Remains FAQs 1. Introduction China’s economy just pulled off another surprise — and the world is watching closely. Despite a storm of economic pressures, from aggressive U.S. tariffs and a bruising real estate crash to lingering post-COVID sl...
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3 Key Risks That Could End the Market Rally on Fed Rate-Cut Hopes

  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...
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China’s Manufacturing Slump: 5-Month PMI Contraction & Global Economic Impactsp

China’s Manufacturing Slump: Unpacking the 5-Month Contraction and What It Means for the Global Economy - Dr.Sanjaykumar Pawar Table of Contents Introduction: Why August PMI Matters Understanding PMI: What It Shows and Why It’s Critical Current Snapshot: August 2025 PMI & Economic Backdrop Key Drivers of the Manufacturing Contraction Weak Domestic Demand U.S.–China Trade Tensions Property Sector Woes Cooling Exports & Shifting Markets Fiscal Strain & Weather Disruptions Non-Manufacturing & Composite PMI: A Silver Lining? Industrial Profits & Lending Trends Labor Market Pressures and Fiscal Challenges Data Visualization Ideas Insights & Outlook: Recovery or Continued Slump? Conclusion: Strategic Implications for Stakeholders FAQs 1. Introduction: Why August PMI Matters China’s official Manufacturing Purchasing Managers’ Index (PMI) came in at 49.4 in August 2025 , marking the fifth straight month of contraction . While the figure edged sl...
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Global Bond Market Turmoil: Rising Yields, Debt Pressures & Borrowing Costs Explained

  Global Bond Market Turmoil & Rising Borrowing Costs: A Deep Dive Table of Contents Introduction: Unravelling a Global Bond Crisis Anatomy of the Bond Sell-Off: What’s Driving Yields Up? Japan’s Record Long-Term Yields UK Gilts: A 27-Year High U.S. and Eurozone: Broader Ripples Core Drivers Behind the Surge Data Insights & Market Impacts Consequences Across Markets Governments: Fiscal Strain & Politics Corporates & Equities: Rising Risk Premia Financial Stability & Safe Havens Expert Analysis & Interpretations Visual Summary: Charts & Trends Explained Conclusions & Key Takeaways FAQs (Frequently Asked Questions) 1. Introduction: Unravelling a Global Bond Crisis The global bond market entered a turbulent chapter in September 2025 , rattling investors, governments, and businesses alike. A sharp sell-off in long-term government bonds pushed yields to heights not seen in decades, signaling deeper concerns about global economic s...
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