野村：摆脱关税不确定性_随着关税暂停期限临近，预计大宗商品市场将上涨

NOATURA Asia Monday Morning Espresso EQUITY: EQUITY STRATEGY Liberation from tariff uncertainty? Expect volatile markets as tariffs-pause deadline nears. Separately, we upgrade Korea to Overweight Expect volatile markets as Trump's tariff deadline approaches We expect markets to be volatile into the 9-July deadline when the 90-day pause on President Trump's reciprocal tariffs expires for non-China trading partners. Trump indicated on Friday that he has signed letters to 12 countries outlining various tariff ...