A Cut in Time: Why the RBI’s Repo Rate Reduction Signals More Than Just Relies - Dr. Sanjaykumar Pawar Why India must harness internal economic strengths instead of leaning on protectionism in an era of global trade turmoil. Table of Contents Introduction: The Repo Rate Reprieve Understanding the Repo Rate and Its Ripple Effect Global Trade Crosswinds: Trump, Tariffs & Trade Wars India's Growth Challenge: Numbers Tell the Story The Accommodative Stance: Signal or Solution? What History Tells Us: Lessons from the 1930s Building Economic Strength, Not Walls Visual Snapshot: RBI, GDP, Inflation & Trade Dynamics Conclusion: Seize the Soft Power of Reform Frequently Asked Questions (FAQs) 1. Introduction: The Repo Rate Reprieve In a decisive move aimed at cushioning the Indian economy from global headwinds and recessionary concerns, the Reserve Bank of India (RBI) has reduced the repo rate by 25 basis points , bringing it down to 6% . This may seem like a mo...
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...