Nomura: Further clarity on trade tariffs could help markets eventually move higher
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最新报道：Nomura analysts said in a research note that markets could see volatility as the July 9 deadline approaches. The near-term outlook could depend on several key factors, including the tariff rates, the effective date of such tariffs and the countries covered by the new deal. "While uncertainty remains high across multiple possible scenarios, we believe that further clarity on trade tariffs could actually help markets ultimately move higher," the analysts said. They said a new tariff deal could reduce uncertainty and allow investors to focus on other positive developments for now, such as the Fed's rate-cutting theme and the artificial intelligence narrative.
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