Global Trade in Motion : A visualization of global trade routes and digital flows that fueled a $500B surge in the first half of 2025. UNCTAD data.(Representing AI image) Global Trade Surges by $500 Billion in H1 2025 — Resilience Amid Volatility - Dr.Sanjaykumar pawar Table of Contents Introduction: A Bold Rebound The Drivers of the Surge 2.1 Price Effects vs. Volume Effects 2.2 Developing Economies and South–South Flows 2.3 Tariff Front‑Loading and Policy Timing 2.4 Services Trade and Digital Flows Regional Patterns & Imbalances 3.1 United States, EU, and China: The Major Players 3.2 Emerging & Developing Economies 3.3 South–South Trade Dynamics Risks, Headwinds & Geopolitical Volatility 4.1 Trade Policy Uncertainty & Tariffs 4.2 Geopolitical Fragmentation & Realignment 4.3 Supply Chain Disruption and Reallocation 4.4 Macro Slowdowns & Inflation Pressures Insights, Implications & Strategic Observations Visualizin...
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...