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

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November CPI Explained: Why Low Inflation Hides Weak Demand and Rising Food Pressure

Breaking down India’s November CPI: headline inflation looks low, but core-core inflation reveals weak demand beneath the surface.(Representing image) Low Inflation, High Worry: What November CPI Reveals About India’s Economy  - Dr.Sanjaykumar pawar Table of Contents Introduction: Why November CPI Deserves a Second Look CPI in Simple Terms: What Inflation Really Means for Households Headline Inflation at Record Lows: Good News or Statistical Mirage? Food Inflation: Negative on Paper, Painful in Practice Month-on-Month vs Year-on-Year: The Inflation Metric That Matters Understanding Core Inflation: The Economy Beneath the Surface The Big Distortion: Gold, Silver, and Fuel in Core Inflation Introducing “Core-Core” Inflation: A Clearer Economic Signal What Weak Core-Core Inflation Is Telling Us About Demand The Role of GST Cuts and Policy Interventions Visual Breakdown: Inflation Layers Explained Why This Matters for RBI, Policymakers, and Markets What It Means for Hous...
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Retail Inflation Rises to 0.7% in Nov: Food Prices Cushion Fuel Pressure

Retail inflation edged up to 0.7% in November 2025, with falling food prices offsetting higher fuel costs.(Representing ai image) Retail Inflation Inches Up to 0.7% in November: What It Really Means for India’s Economy  - Dr.Sanjaykumar pawar Table of Contents Introduction: Why a 0.7% Inflation Rate Matters Understanding Retail Inflation in Simple Terms Snapshot of November 2025 Inflation Data A Year of Cooling Prices: Inflation Trends So Far Food Prices: The Biggest Driver Behind Low Inflation Vegetables, Pulses, and the Power of Base Effects Edible Oils: The Hidden Inflation Hotspot Fuel Inflation: A Slow But Steady Climb Housing Inflation: Stability Amid Volatility Clothing and Footwear: Signs of Demand Moderation Pan, Tobacco, and Intoxicants: Marginal Pressure Builds How India Achieved One of Its Lowest Inflation Prints What This Means for Households Implications for RBI and Monetary Policy Impact on Growth, Interest Rates, and Investments Risks to the Infla...
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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...
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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...
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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...
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