Passing the Baton: A Deep Dive into Japan PM Shigeru Ishiba’s Resignation, Political Fallout, and Future Implications - Dr.Sanjaykumar Pawar Table of Contents Introduction Context and Political Backdrop Political Landscape Leading to Ishiba’s Rise Campaign Promise: “Make Japan Smile Again” Crisis Unfolds: Election Losses & Economic Pressures July Upper House and Lower House Setbacks Public Anger Over Rising Living Costs Trade Deal Finalization & Timing of Resignation Political and Market Reactions Internal Party Dynamics Market Volatility: Yen and Bond Yields Potential Successors & Policy Outlook Sanae Takaichi, Shinjiro Koizumi, Yoshimasa Hayashi Policy Shifts: Fiscal Easing vs. Stability Broader Implications for Japan’s Democracy and Governance Conclusion FAQ 1. Introduction Japan’s political landscape was shaken on September 7, 2025, when Prime Minister Shigeru Ishiba unexpectedly announced his resignation. After less than a year...
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...