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How AI Is Reshaping the Global Economy | The New Intelligence Economy

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Nikkei 225 Hits New Highs as Takaichi Nears PM Role in Japan

  Tokyo Tower glows over a city in flux as Japan’s stock market surges and political leadership shifts(Representing AI image) Japan’s Bullish Surprise: Why the Nikkei 225 Is Soaring as Sanae Takaichi Poised to Lead - Dr.Sanjaykumar pawar Table of Contents Introduction What Is the Nikkei 225? A Primer The Recent Rally: Record Highs and What’s Fueling It How Takaichi’s Rise to Power Is Influencing Markets The Nuts and Bolts: Data, Drivers & Constraints What This Means for Japan’s Economy — and Global Investors Risks, Overshoots, and What Could Go Wrong Conclusion FAQs Sources 1. Introduction Japan is back in the global spotlight — and not just for cherry blossoms or cutting-edge tech. In recent weeks, the Nikkei 225 , Japan’s benchmark stock index, has soared to record highs, gaining over 1% in a single trading session and consistently pushing past long-standing barriers. For a market that had struggled to reclaim its 1989 peak for decades, this breakout is a big...
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Putin Denies Economic Stagnation — Data, Central Bank Signals, and What It Means for Russia (Putin denies stagnation, Russia GDP, Rosstat, IMF, Sberbank)

Putin Denies Economic Stagnation — Reality Check, Data, and What Comes Next President Putin rejects claims of economic stagnation, yet Rosstat, the Central Bank and bank chiefs flag slowing growth. A data-driven, sourced analysis of why statements clash with indicators — causes, consequences, and policy choices. -Dr.Sanjaykumar pawar  Table of contents Introduction: why this contradiction matters Putin’s claim — what he said and the context. The data: GDP, inflation, interest rates, and banking warnings. Explaining the contradiction — measurement, timing and political signal. Key drivers: sanctions, war spending, energy revenues, monetary policy, and investment. What analysts and institutions say (IMF, World Bank, central bank, Sberbank). Scenario analysis: best case, stagflation, or slow recovery. Policy options and likely political economy choices. Visuals to include (recommended charts and what they would show). Conclusion: reality, risks, and watch-points. FAQ — s...
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3 Key Risks That Could End the Market Rally on Fed Rate-Cut Hopes

  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...
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China’s Manufacturing Slump: 5-Month PMI Contraction & Global Economic Impactsp

China’s Manufacturing Slump: Unpacking the 5-Month Contraction and What It Means for the Global Economy - Dr.Sanjaykumar Pawar Table of Contents Introduction: Why August PMI Matters Understanding PMI: What It Shows and Why It’s Critical Current Snapshot: August 2025 PMI & Economic Backdrop Key Drivers of the Manufacturing Contraction Weak Domestic Demand U.S.–China Trade Tensions Property Sector Woes Cooling Exports & Shifting Markets Fiscal Strain & Weather Disruptions Non-Manufacturing & Composite PMI: A Silver Lining? Industrial Profits & Lending Trends Labor Market Pressures and Fiscal Challenges Data Visualization Ideas Insights & Outlook: Recovery or Continued Slump? Conclusion: Strategic Implications for Stakeholders FAQs 1. Introduction: Why August PMI Matters China’s official Manufacturing Purchasing Managers’ Index (PMI) came in at 49.4 in August 2025 , marking the fifth straight month of contraction . While the figure edged sl...
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Global Bond Market Turmoil: Rising Yields, Debt Pressures & Borrowing Costs Explained

  Global Bond Market Turmoil & Rising Borrowing Costs: A Deep Dive Table of Contents Introduction: Unravelling a Global Bond Crisis Anatomy of the Bond Sell-Off: What’s Driving Yields Up? Japan’s Record Long-Term Yields UK Gilts: A 27-Year High U.S. and Eurozone: Broader Ripples Core Drivers Behind the Surge Data Insights & Market Impacts Consequences Across Markets Governments: Fiscal Strain & Politics Corporates & Equities: Rising Risk Premia Financial Stability & Safe Havens Expert Analysis & Interpretations Visual Summary: Charts & Trends Explained Conclusions & Key Takeaways FAQs (Frequently Asked Questions) 1. Introduction: Unravelling a Global Bond Crisis The global bond market entered a turbulent chapter in September 2025 , rattling investors, governments, and businesses alike. A sharp sell-off in long-term government bonds pushed yields to heights not seen in decades, signaling deeper concerns about global economic s...
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