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Nomura Securities: Further Clarification of Trade Tariffs May Help Market Rally

Summary: In a research report released today, analysts at Nomura Securities suggested that as the July 9 deadline approaches, the market may experience volatility. The near-term outlook may depend on several key factors, including tariff rates, effective dates of such tariffs, and countries involved in the new agreements. The analysts stated, 'Although uncertainty remains high under ...

In a research report released today, analysts at Nomura Securities suggested that as the July 9 deadline approaches, the market may experience volatility. The near-term outlook may depend on several key factors, including tariff rates, effective dates of such tariffs, and countries involved in the new agreements. The analysts stated, 'Although uncertainty remains high under various scenarios, we believe that further clarification of trade tariffs may actually help the market rally in the end.' They noted that a new tariff agreement could reduce uncertainty, allowing investors to temporarily focus on other positive developments, such as the Fed's interest rate cuts and the narrative around artificial intelligence.

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