Global Power Dynamics Shifting Amid Trump’s Tariff Strategy - Dr.Sanjaykumar Pawar How a blunt trade weapon is redrawing alliances, accelerating BRICS coordination, and chipping away at dollar centrality Table of contents The big picture What changed: tariffs as the primary tool of U.S. statecraft How the Global South is responding (and why BRICS matters) Is the dollar’s dominance eroding—or just evolving? Trade, inflation, and growth: near-term macro impacts Sector-by-sector winners and losers Scenarios: three plausible paths for 2025–2027 What to watch (a concise dashboard) FAQs Bottom line 1) The big picture In 2025, tariffs moved from a negotiating tactic to the main stage of U.S. foreign economic policy. An April proclamation used emergency powers to set a 10% baseline tariff on all imports , with scope to ratchet up further for countries tied to large bilateral deficits—formally anchoring a “universal” tariff regime in modern U.S. policy. The immediat...
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...