US and China navigate a fragile trade truce as Washington delays semiconductor tariffs until 2027.(Representing ai image) Why the US Delayed China Semiconductor Tariffs Until 2027 | Global Economic Analysis Author: Dr. Sanjaykumar Pawar Date: December 24, 2025 Table of Contents Introduction Background: US-China Semiconductor Trade Tensions Understanding the Section 301 Investigation Why the US Delayed the Tariffs Until 2027 Economic Impacts: US, China, and Global Markets Semiconductor Industry Analysis Strategic Trade Considerations Global Supply Chain Implications Simplifying Complex Ideas: Analogies for Readers Data & Charts Expert Opinion & Insights Conclusion Frequently Asked Questions (FAQ) References Introduction The United States has announced a delay in implementing tariffs on Chinese semiconductor imports until June 2027 , highlighting a careful balancing act between retaining trade leverage and advancing ongoing negotiations with Beijing. This ...
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...