The Federal Reserve building in Washington, D.C. — markets now price a 70% chance of an October rate cut as job growth slows and unemployment rises. Fed Rate Cut Odds Climb to 70% for October Amid Labor Woes — What It Means for Markets, Jobs and Growth Fed rate cut odds, October Fed cut, August jobs report, 22,000 jobs, unemployment 4.3%, Deloitte 1.4% 2026, native-born unemployment, immigration curbs, FedWatch, labor market slowdown - Dr.Sanjaykumar pawar Table of contents Executive summary Strong introduction — why this matters now The facts: what the data actually show (jobs, unemployment, market odds) Why markets reacted: from 53.6% to ~70% (and why those percentages move fast) The immigration connection: native-born unemployment and policy shifts Growth implications — Deloitte’s 1.4% 2026 forecast and scenarios Market and household impacts if the Fed cuts in October Visuals to include (recommended charts and data) — how to read them Conclusion: balancing 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...