Parliament Hill under fiscal storm clouds — Canada faces a potential $100B deficit as Mark Carney pursues $1 trillion in U.S. investments to ease tariff tensions(Representing AI image) Canada Faces a $100B Deficit Risk as Carney Pushes U.S. Investments How a $1 trillion U.S. investment pitch, U.S. tariffs, and sluggish growth could push Ottawa toward a $100-billion shortfall — and what policymakers, markets, and citizens should watch next Canada $100B deficit, Mark Carney U.S. investment plan, Canadian fiscal risk 2025, U.S. tariffs on Canada, National Bank deficit warning, Canada trade deficit, Ottawa fiscal outlook - Dr.Sanjaykumar pawar Table of contents Executive summary Why this matters: stakes for Canada’s economy and households What the National Bank warning actually says (and why it’s credible) Mark Carney’s $1 trillion U.S. investment pitch — what it is, and what it isn’t How U.S. tariffs are already hitting Canada: trade and jobs data Fiscal mechanics: ...
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...