OECD raises India’s 2025 GDP growth forecast to 6.7% while slashing inflation to 2.9% — signaling stronger domestic demand and policy support. Revving Up Momentum: Why the OECD Has Raised India’s 2025 GDP Forecast to 6.7% and Slashed Inflation to 2.9% — What It Means for India’s Future - Dr.Sanjaykumar pawar Table of Contents Introduction: A Surprising Upward Revision The OECD Forecast in Context Drivers Behind the Revision 3.1 Domestic Demand & Consumption 3.2 Fiscal and Monetary Policy Easing 3.3 GST Reforms & Tax Policy 3.4 Lower Food Price Inflation, Strong Supply Chains 3.5 Global Tailwinds & Risks Dissecting the Inflation Downgrade 4.1 From 4.1 % to 2.9 %: What Changed? 4.2 Role of Food, Fuel, and Supply Shocks 4.3 Structural vs Cyclical Inflation Comparing with Other Forecasts & Projections Potential Risks & Headwinds 6.1 Exposure to U.S. Tariffs & Trade Tensions 6.2 Global Slowdown & Capital Outflows 6.3 St...
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...