Go offline with the Player FM app!
Further Upside For The S&P 500? (Part 2)
Manage episode 376440090 series 3411945
Host Roukaya Ibrahim talks to BCA Research’s Chief US Investment strategist Doug Peta about the state of the US economy and implications for US stocks. What is the signal from the latest round of US economic data? Why is a neutral equity allocation now appropriate? And what will it take to change the equity allocation to either underweight or overweight?
50 episodes
Manage episode 376440090 series 3411945
Host Roukaya Ibrahim talks to BCA Research’s Chief US Investment strategist Doug Peta about the state of the US economy and implications for US stocks. What is the signal from the latest round of US economic data? Why is a neutral equity allocation now appropriate? And what will it take to change the equity allocation to either underweight or overweight?
50 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.