Indian Prime Minister Narendra Modi with EU leaders as India and the European Union announce a landmark free trade agreement amid global tariff tensions.(Representing ai image) India and the EU Announce a Landmark FTA Amid Trump Tariff Tensions: A Strategic Reset of Global Trade - Dr. Sanjaykumar Pawar Table of Contents Introduction: A Trade Deal Born in Turbulent Times The Long Road to the India–EU Free Trade Agreement Why This Deal Matters Now : The Trump Tariff Shock Key Features of the India–EU FTA Explained Simply Sector-Wise Impact Analysis Automobiles Manufacturing & Machinery Agriculture & Food Products Services, MSMEs, and Startups Data Snapshot: India–EU Trade in Numbers Strategic and Geopolitical Implications Winners, Risks, and Unanswered Questions What This Deal Means for Ordinary Indians and Europeans The Bigger Picture: Is the World Splitting into Trade Blocs? Expert Opinion: A Cautious but Necessary Bet FAQs References & Sources ...
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...