India’s core sector growth reached a FY26 high in December, driven by strong electricity, cement, and steel output.(Representing ai image) December FY26 Core Sector Data Explained: What It Means for India’s Economy In December FY26, India’s core sector growth rose to 3.7% year-on-year, the highest level of the financial year so far, driven by cement, steel, and electricity output. - Dr. Sanjaykumar Pawar Table of Contents Introduction: Why Core Sector Data Matters What Is the Core Sector? A Simple Explanation December FY26 Snapshot: Key Numbers at a Glance Sector-Wise Performance Analysis Electricity Cement Steel Coal Fertilisers Crude Oil, Natural Gas & Refinery Products Month-on-Month Surge: Why December Was Different Infrastructure Push & Government Spending Link What This Means for India’s Industrial Growth (IIP Impact) Inflation, Interest Rates & RBI Outlook Structural Concerns Behind Weak Hydrocarbons Global Context:...
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...