Rising global tariffs in 2025 have disrupted international trade routes, prompting a reset of economic strategies across nations.(Representing AI image) The Global Economy Enters a New Era: How Tariffs, Uncertainty, and Structural Shifts Are Redrawing the Map - Dr.Sanjaykumar pawar Table of Contents Introduction: From an Era of Stability to Disruption The Old Rules, and Why They’re Fading Tariff Surge and Policy Uncertainty: The Trigger Global Forecasts: Slower Growth, Higher Inflation Country‑Level Impacts: Winners, Losers, and the In‑Between Supply Chains, Multiplier Effects, and Systemic Risk Exchange Rates, Capital Flows, and Financial Stress Structural Implications: Innovation, Productivity, and Rent‑Seeking Policy Options: What Governments Should Do (and Avoid) Looking Ahead: Scenarios for the Next Decade Conclusion Frequently Asked Questions (FAQ) References & Further Reading 1. Introduction: From an Era of Stability to Disruption For near...
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...