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Further Upside For The S&P 500? (Part 2)

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Manage episode 376440090 series 3411945
Content provided by BCA Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BCA Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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?

  continue reading

50 episodes

Artwork
iconShare
 
Manage episode 376440090 series 3411945
Content provided by BCA Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BCA Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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?

  continue reading

50 episodes

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