Nomura Securities: Greater Clarity on Trade Tariffs May Help Markets Ultimately Rise

According to a report by Jinse Finance, analysts at Nomura Securities stated in a research note that as the July 9 deadline approaches, the market may experience volatility. The near-term outlook could depend on several key factors, including tariff rates, the effective date of such tariffs, and the countries involved in the new agreement. The analysts noted, “Although uncertainty remains high under various possible scenarios, we believe that further clarification of trade tariffs could actually help the market eventually move higher.” They added that a new tariff agreement may reduce uncertainty, allowing investors to temporarily shift their focus to other positive developments, such as the Federal Reserve’s rate cut narrative and the ongoing AI story.