2025-05-26Niranjan Ghatule
What happens if Apple shifts iPhone manufacturing to the USA under pressure from President Trump’s 25% tariff threat? Explore the economic realities, cost implications, and how India’s rise as the 4th largest economy changes the global game.
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2025-05-26Niranjan Ghatule
An in-depth analysis of why Japan and Germany, despite having drastically different interest rates and debt profiles, are offering nearly identical 30-year government bond yields. This article explores what this unusual convergence might signal about the future of global bond markets.
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2025-05-25Niranjan Ghatule
Japan is experiencing a rare case of stagflation, with rice prices surging nearly 100% year-over-year and energy costs climbing due to subsidy cuts. Meanwhile, inflation remains above 3% and the economy shrank in Q1 2025, marking the return of economic stagnation alongside rising prices.
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2025-05-25Niranjan Ghatule
German Finance Minister Lars Klingbeil calls for renewed discussions with the United States following President Donald Trump’s announcement of a 50% tariff on all European Union imports starting June 1st. Economic estimates suggest significant losses for Germany, with potential GDP shrinkage and billions in economic damage by 2028.
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2025-05-25Niranjan Ghatule
Investors are pouring back into U.S. corporate bond funds, marking a major shift in sentiment. With $9 billion in inflows and narrowing credit spreads, both investment-grade and high-yield markets are showing signs of stabilization and renewed confidence.
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2025-05-24Niranjan Ghatule
This blog explores the growing geopolitical tensions between India and Bangladesh amid Dhaka's warming ties with China and Pakistan. From trade restrictions and cancelled contracts to China's involvement in strategic Bangladeshi infrastructure, we cover the latest developments and what they mean for South Asian diplomacy.
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2025-05-24Ravi Mehta
A deep dive into the U.S. housing affordability crisis as home prices reach historic highs in 2025. This article examines inflation-adjusted trends, long-term comparisons, and the growing challenges facing renters and buyers alike.
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2025-05-23Niranjan Ghatule
President Trump has reignited the trade war with a bold move—announcing a 50% tariff on the EU and threatening Apple with a 25% tariff unless iPhones are made in the USA. As markets react and the bond yield surges past 4.60%, this article explores the deeper implications for the economy, stocks, and why the bond market is the key signal to watch now.
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2025-05-23Niranjan Ghatule
A detailed look at how major fiat currencies have dramatically depreciated against gold since 1971, highlighting gold’s enduring value as a hedge against monetary debasement.
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