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No Clear Sign Of Recession Yet, Says Nick Reece
Forward Guidance
The S&P 500: A Bullish Investment
The S&P 500 is undervalued relative to the fundamentals, Nick says. The reward to risk over the next year and over the next five years is much better than it was at the beginning of the year, he adds. If you're looking for a hedge against US recession, I would say that long EUR$F on plus two year plus three year futures or options.
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