<p>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? </p>

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?

<p>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?&nbsp;</p>

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

A podcast from BCA Research -- informing investors with straightforward, actionable analysis of macro and market events.

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

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