Tag: POLICY
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India’s Economic Outlook: Stability, Growth, and Strategic Optimism
India is stepping into a new era of economic promise, driven by a mix of policy precision and strategic optimism. At the center of this transformation is the Reserve Bank of India (RBI), whose recent actions reflect a clear vision of balancing stability with growth. In a world still grappling with inflation, supply chain shifts,…
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U.S. Bond Market Reacts Sharply to House Deficit Bill
The recent passage of a controversial bill in the U.S. House of Representatives has triggered significant turbulence in the bond market. With this legislation potentially adding substantially to the national deficit, long-term government bonds have faced swift sell-offs. The yields on 30-year and 20-year U.S. Treasury bonds have surged to levels not seen since before…
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EU CO2 Flexibility Mechanism: What the 2025-2027
The European Commission has unveiled a flexibility mechanism that would let carmakers average fleet CO2 emissions across the three-year window from 2025 to 2027 instead of hitting a hard annual limit. Supporters say the plan recognises the tough reality facing manufacturers as they ramp up electric-vehicle production during supply-chain shortages and a patchy charging network.…
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Revealing the Hidden: How the US is Restructuring the Global Trading System
Global trade is imbalanced: The U.S. carries an outsized burden by supporting the world economy through its reserve currency and open markets. Overvalued U.S. dollar: High global demand for dollar reserves makes U.S. exports expensive and weakens domestic manufacturing. Manufacturing decline: The current system contributed to offshoring jobs and hollowing out U.S. industrial capacity. Geopolitical…
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Elon Musk’s Exit from DOGE: What It Means for U.S. Fiscal Policy
Elon Musk’s departure from the Department of Government Efficiency (DOGE) marks a turning point for the Trump administration’s fiscal policy. As Musk steps down at the end of May, questions are being raised about the future direction of a department that has reportedly delivered $1 trillion in deficit reduction and $130 billion in taxpayer savings.…
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Stephen Miran’s Economic Vision: Tariffs, Trade, and Dollar Depreciation
Stephen Miran, nominated by Donald Trump as chairman of the Council of Economic Advisers, has put forward a distinctive economic strategy focused on tariffs, currency valuation, and burden-sharing among trade partners. His proposals aim to reindustrialize the U.S., strengthen its economic position, and reshape global trade dynamics. Miran views tariffs as a negotiating tool, using…
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Strategic Bitcoin Reserve: U.S. Crypto Strategy & Market Impact
The recent establishment of the Strategic Bitcoin Reserve and U.S. Digital Asset Stockpile through an executive order by President Donald J. Trump signals a profound shift in the U.S. government’s stance toward cryptocurrencies. This landmark decision carries significant implications for the crypto market, financial strategy, and broader economic policies. Immediate Market Reactions The announcement led…
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Trump’s Lightbulb Policy: More Choice or Higher Energy Costs?
President Donald Trump has once again sparked debate with his announcement to return to what he calls “common sense standards” on lightbulbs. This move suggests a policy shift that could relax or even reverse energy efficiency standards that were put in place under previous administrations. For years, U.S. energy regulations have pushed for a transition…
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JPMorgan Chase CEO’s Take on Economic Policy and Tariffs
In a recent conversation with CBS News, Jamie Dimon, CEO of JPMorgan Chase, expressed his concerns about the current state of U.S. economic and political policies. Dimon emphasized the need for reforms to boost growth and prosperity for working-class Americans, criticizing the Biden administration’s policies on immigration, national security, and supply chain diversity. He also…