US Reciprocal & Penal Tariffs Threaten India’s Growth: GDP, CAD, and Trade Balance at Risk - Dr.Sanjaykumar Pawar Table of contents Introduction — why this moment matters What the US announced (quick timeline) Why tariffs — the policy logic and limits How big is India’s exposure to the US? (numbers that matter) A simple scenario: how a 25% tariff can shave growth (step-by-step) The penal levy on Russian oil imports — an extra blow Channels of impact: growth, CAD, inflation, exchange rate, employment Sectoral winners and losers — who bears the brunt? Policy options for India — short, medium and strategic responses Conclusion — what to watch for next 6–12 months FAQ 1. Introduction — why this moment matters In August 2025, U.S.–India trade relations took a sharp turn from dialogue to dispute. Within days, Washington imposed a 25% reciprocal tariff on Indian imports, effective immediately, followed by an additional 25% penal levy linked to India’s continu...
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...