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Investing For A Recession-Free Future | Vincent Deluard on Secularly-High Inflation, China’s Currency Crisis, and The Long-Term Debt Cycle
Forward Guidance
Insights on the Financial Sector and Banks
The financial sector, particularly banks, faced challenges last year but might thrive if there is no recession. Financial stocks could perform well, benefiting from the current economic environment. Despite potential benefits, the success of financial stocks is not solely dependent on macroeconomic factors; it can also be influenced by regulatory decisions like limiting leverage on banks. Overall, investing in financials, especially banks with low valuations, might be advantageous in the current market conditions.
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