To The Moon

UPDATE 1-Blackstone says Trump's tariffs can be a positive economic spurExpects US-India tariff negotiations to be relatively smoothSays growth in US manufacturing should benefit wider economySays modifications could follow initial announcementsAdds Blackstone quotes and context paragraph 4-6, 10By Dhwani Pandya

Last week, overseas interest rate cut expectations were further revised, and the CPI in September was higher than expected. At the same time, several Fed officials stated that interest rate cuts may be lower than previous market expectations. The market's interest rate cut expectations have also improved. The momentum of short-term economic growth has also improved, and copper prices have stabilized and rebounded accordingly. However, we do not think that the data in the United States will continue to strengthen, and we need to consider the possibility that the interest rate cut expectations will rise again.CORE POINTS1. Expectations for interest rate cuts continue to be revised, and copper prices stabilize and reboundLast week, overseas interest rate cut expectations were further revised,