Nomura Securities: Further clarification of trade tariffs may help the market eventually move higher

On July 7th, according to Jinshi Data, Nomura Securities analysts said in a research report that the market may experience volatility as the July 9th deadline approaches. The near-term outlook may depend on several key factors, including tariff rates, the effective date of such tariffs, and the countries involved in the new agreement. The analysts said, "Although uncertainty remains high in a variety of possible scenarios, we believe that further clarity on trade tariffs may actually help the market to eventually move higher." They said that a new tariff agreement could reduce uncertainty, allowing investors to temporarily focus on other positive developments, such as the Federal Reserve's rate cut theme and the artificial intelligence narrative. [Deep Tide TechFlow]