Cereal, Edible Oil Prices Surge: RBI Bulletin Warns of Inflation Risks Amid Commodity Volatility - Dr.Sanjaykumar Pawar Table of Contents Introduction Understanding the Recent Price Surge 2.1 Cereal Prices: Rice and Wheat Trends 2.2 Edible Oils: Palm, Soybean, and Sunflower Oil Dynamics Impact of Global Trade and Tariff Uncertainty Role of India's External Sector: A Resilient Anchor Inflation and Monetary Policy: Navigating Challenges Macroeconomic Fundamentals: India’s Growth Resilience Potential Risks to Inflation: Commodity Price Volatility and Weather Anomalies Key Insights from RBI Bulletin: Implications for Policymakers and Investors Conclusion: The Road Ahead for India’s Economic Stability Frequently Asked Questions (FAQs) Introduction India’s inflation trajectory has shown a remarkable decline, dropping from 6.0% in October 2024 to 3.6% by February 2025. However, recent data from March 2025 indicates a renewed rise in cereal and edible oil prices. The R...
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...