Traders react on Wall Street as new US–China tariff tensions spark market volatility, while cargo ships in Shanghai race to move goods before new tariffs hit.(Representing AI image) US-China Trade Tensions Escalate, Rattling Markets and Delaying Tariff Impacts A deep dive into the largest trade relationship under strain - Dr.Sanjaykumar pawar Table of Contents Introduction Background to US-China trade relations What’s new in the current escalation Stock-piling, inventory build-up and the “delay” effect Market and macroeconomic impacts From tariffs and policy to supply-chains and real economy What to watch in 2025-26: risks, opportunities and scenarios My analysis and opinion Conclusion FAQ References 1. Introduction The trade relationship between the United States and China , two of the world’s largest economies, has once again entered a turbulent phase. Recent months have seen renewed friction, fueled by political uncertainty surrounding a potential ...
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...