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How AI Is Reshaping the Global Economy | The New Intelligence Economy

Japan’s New PM Launches Major Stimulus to Curb Inflation

  Prime Minister Sanae Takaichi outlines Japan’s 2025 stimulus strategy to control inflation and drive sustainable growth.(Representing AI image) Japan’s New PM Unveils Major Stimulus Package to Combat Persistent Inflation  - Dr.Sanjaykumar pawar Table of Contents Introduction Context: Japan’s economic landscape 2.1 The inflation challenge 2.2 The fiscal and monetary backdrop 2.3 Geopolitical and global headwinds The Stimulus Package: What we know so far 3.1 Size and timing 3.2 Three main pillars 3.3 Key measures Analysis: Implications and risks 4.1 For households and consumers 4.2 For businesses and growth sectors 4.3 For fiscal sustainability and debt dynamics 4.4 For monetary policy and the currency 4.5 For Japan’s position in the Asia-Pacific Expert Insights & Opinion Visualising the Data FAQs Conclusion Sources 1. Introduction Japan’s Economic Turning Point: Inside Prime Minister Sanae Takaichi’s Bold Stimulus Plan Japan stands at a cri...

Nikkei 225 Hits New Highs as Takaichi Nears PM Role in Japan

  Tokyo Tower glows over a city in flux as Japan’s stock market surges and political leadership shifts(Representing AI image) Japan’s Bullish Surprise: Why the Nikkei 225 Is Soaring as Sanae Takaichi Poised to Lead - Dr.Sanjaykumar pawar Table of Contents Introduction What Is the Nikkei 225? A Primer The Recent Rally: Record Highs and What’s Fueling It How Takaichi’s Rise to Power Is Influencing Markets The Nuts and Bolts: Data, Drivers & Constraints What This Means for Japan’s Economy — and Global Investors Risks, Overshoots, and What Could Go Wrong Conclusion FAQs Sources 1. Introduction Japan is back in the global spotlight — and not just for cherry blossoms or cutting-edge tech. In recent weeks, the Nikkei 225 , Japan’s benchmark stock index, has soared to record highs, gaining over 1% in a single trading session and consistently pushing past long-standing barriers. For a market that had struggled to reclaim its 1989 peak for decades, this breakout is a big...

Asian Factories Struggle as Weak China and U.S. Demand Hit Growth | Global Economy Outlook 2025

Workers at Kyowa Industrial Co. in Takasaki, Japan, April 2025. Asian factories face mounting pressure as weak China and U.S. demand drag down manufacturing activity.(Representing AI image) Asian Factories Under Strain: How Soft China and Weak U.S. Demand Are Testing the Export Engine of the Global Economy  - Dr.Sanjaykumar pawar Table of Contents Introduction: The Fragile Engine of Global Growth Why Asia? Anatomy of an Export-Driven Success Story Recent Data & the Warning Signals  3.1 Manufacturing PMI Trends Across Asia  3.2 China’s Sixth Month of Factory Contraction  3.3 Country Snapshots: Japan, Taiwan, South Korea, Thailand Transmission Channels: How Weak Demand Spreads Stress  4.1 Demand Side: U.S. and China Slowdowns  4.2 Policy & Trade Shocks: Tariffs, Subsidies, and Uncertainty  4.3 Supply Chains & Input Costs Deeper Analysis: Structural Pressures and Vulnerabilities  5.1 Overreliance on Exports and Limited Domestic Demand  5.2 Technological Shi...

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3 Key Risks That Could End the Market Rally on Fed Rate-Cut Hopes

  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...

China’s Manufacturing Slump: 5-Month PMI Contraction & Global Economic Impactsp

China’s Manufacturing Slump: Unpacking the 5-Month Contraction and What It Means for the Global Economy - Dr.Sanjaykumar Pawar Table of Contents Introduction: Why August PMI Matters Understanding PMI: What It Shows and Why It’s Critical Current Snapshot: August 2025 PMI & Economic Backdrop Key Drivers of the Manufacturing Contraction Weak Domestic Demand U.S.–China Trade Tensions Property Sector Woes Cooling Exports & Shifting Markets Fiscal Strain & Weather Disruptions Non-Manufacturing & Composite PMI: A Silver Lining? Industrial Profits & Lending Trends Labor Market Pressures and Fiscal Challenges Data Visualization Ideas Insights & Outlook: Recovery or Continued Slump? Conclusion: Strategic Implications for Stakeholders FAQs 1. Introduction: Why August PMI Matters China’s official Manufacturing Purchasing Managers’ Index (PMI) came in at 49.4 in August 2025 , marking the fifth straight month of contraction . While the figure edged sl...

Global Bond Market Turmoil: Rising Yields, Debt Pressures & Borrowing Costs Explained

  Global Bond Market Turmoil & Rising Borrowing Costs: A Deep Dive Table of Contents Introduction: Unravelling a Global Bond Crisis Anatomy of the Bond Sell-Off: What’s Driving Yields Up? Japan’s Record Long-Term Yields UK Gilts: A 27-Year High U.S. and Eurozone: Broader Ripples Core Drivers Behind the Surge Data Insights & Market Impacts Consequences Across Markets Governments: Fiscal Strain & Politics Corporates & Equities: Rising Risk Premia Financial Stability & Safe Havens Expert Analysis & Interpretations Visual Summary: Charts & Trends Explained Conclusions & Key Takeaways FAQs (Frequently Asked Questions) 1. Introduction: Unravelling a Global Bond Crisis The global bond market entered a turbulent chapter in September 2025 , rattling investors, governments, and businesses alike. A sharp sell-off in long-term government bonds pushed yields to heights not seen in decades, signaling deeper concerns about global economic s...