Trump’s Economic Overhaul: How a Deregulated-Yet-Interventionist Playbook Is Rewiring the U.S. Model Trump’s 2025 agenda fuses radical deregulation with hands-on state power—tariffs, equity stakes, revenue-sharing, and Fed clashes—remaking the U.S. economy. - Dr.Sanjaykumar pawar Table of contents Introduction: A new, “unrecognizable” hybrid model What changed in 2025? From 10-for-1 deregulation to sweeping tariffs From subsidies to stakes: Industrial policy turns shareholder The Nvidia/AMD precedent: Revenue-sharing on foreign sales Clashing with the Fed: Independence, law, and market trust Short-run calm vs. long-run credibility: What markets and research say Winners, losers, and second-order effects Scenarios for 2026: Deals, courts, and policy durability Visuals for clarity: Policy dashboard & cause-and-effect map Conclusion: The price of power FAQ 1) Introduction: A new, “unrecognizable” hybrid model In 2025, President Trump’s economic agenda has ...
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...