Doug Peta

The David Lin Report

Doomsayers Are Wrong About An Economic Collapse Soon

May 23 2023

Doug Peta, Chief U.S. Strategist of BCA Research, outlines his thesis about why a recession won't hit the U.S. in 2023, and why investors should stay overweight equities for now.

Bloomberg

Tips on Survival From the Queen Who Excelled at It: Discipline, patience and a certain passivity paid off. Investors might take heed.

September 09 2022

Depending on what corporations say next month, and developments in the economy, it’s still possible to construct a moderately bullish case for earnings. Doug Peta, chief US investment strategist at BCA Research, puts it together in two parts. First, the extent of the pandemic-era boost to consumers’ incomes has led consumption to be very resilient. That in turn implies that revenues can keep growing.

Business Insider

The Delta variant could thwart the recovery that has driven stocks to record highs.

August 05 2021

Though the Delta variant is concerning and US growth may have peaked, there are far more reasons to be bullish on stocks than bearish, wrote Doug Peta, chief US investment strategist at BCA Research, in a recent report

Yahoo Finance

S&P 500 Q3 earnings beat 'suggests things are improving globally

December 02 2020

Yahoo Finance’s Myles Udland, Julie Hyman, and Brian Sozzi discuss stock market outlook with Doug Peta, BCA Chief U.S. Investment Strategist.

Financial Times

Global stocks rally loses momentum as earnings season begins

October 13 2020

“More fiscal stimulus is needed to protect the economy from the negative effects of a shrinking labour force and cascading bankruptcies,” said Doug Peta, chief US investment strategist at BCA Research.

AXIOS

How the Robinhood effect is moving the stock market

June 06 2020

A report from BCA Research published Monday finds Robinhood users are moving into speculative bets at an incredible rate, radically increasing holdings in three groups of stocks — airlines, cruise ships and mortgage REITs.

CNN

The Dow and Nasdaq are approaching big milestones. Is it too late to invest?

February 19 2020

"In general, round numbers are noise that don't mean much for investors, even if it sometimes takes a few trading sessions to get past those milestones," said Doug Peta, chief US investment strategist with BCA Research.

Barron's

What to Expect When China’s Markets Reopen

January 31 2020

Banks have decreased their overall exposure to commercial property loans to levels below their 2008 and 1989 peaks. It is worth noting that smaller banks have taken an increasingly important role in the commercial property market, as they now finance 65% of all commercial property loans. However, a stronger concentration in smaller banks represents a localized, rather than systemic, risk, as smaller banks tend to have a more concentrated geographic exposure. Conversely, large banks have significantly shrunk their commercial real-estate loan books. The composition of the commercial property loan book has changed drastically since the Great Financial Crisis. Banks have significantly reduced their exposure to more speculative construction and development loans. Risk appetite typically increases in the latter stages of an expansion, yet construction loans remain at relatively depressed levels.

Market Watch

Own stocks, thank the Fed and don’t expect the next U.S. recession to start anytime soon, says BCA Research

December 12 2019

But the economy still likely has at least another 18 to 24 months to run before the next downturn starts, which means stocks likely will hold up in the coming months and years, according to BCA’s Chief U.S. Investment Strategist Doug Peta.

CNBC

The hard data says the US economy is just fine

October 07 2019

disappointing expectations, hard data have been a source of positive surprises,” said Doug Peta, chief U.S. investment strategist at BCA Research, in a note.

CNBC

Dow rises nearly 100 points to end tumultuous third quarter

October 01 2019

... has caused stocks to fluctuate with the ebb and flow of news headlines,” Doug Peta, chief U.S. investment strategist at BCA Research, said in a note.

CNBC

Dow rises nearly 100 points to end tumultuous third quarter

October 01 2019

... has caused stocks to fluctuate with the ebb and flow of news headlines,” Doug Peta, chief U.S. investment strategist at BCA Research, said in a note.

TD Ameritrade Network

Positive U.S. Data Pushes Markets Higher

September 20 2019

BCA Research's Chief U.S. Investment Strategist, Doug Peta, CFA, discusses his views with Nicole Petallides on TD Ameritrade Network.

Reuters

Fed cuts rates again, gives mixed signals for next move

September 18 2019

Doug Peta, U.S. Investment Strategist at BCA Research. “What I thought was telling is that the 'dot plot' indicates that we have 10 ...

CNN Business

The IPO market is heating up but investors are shunning unprofitable companies

September 13 2019

That skepticism could be a good sign, says Doug Peta, chief US investment strategist at BCA Research. It shows that investors are not in the midst of a mania ...

Ameritrade Network

Buy The Dip Or Sell the Rally? Doug Peta Weighs In

August 20 2019

Buy The Dip Or Sell the Rally? Doug Peta Weighs In

Barron's

Don’t Count on the Fed Cutting Interest Rates While the Economy Looks This Good

June 12 2019

... maturities, according to a research note from Doug Peta, chief U.S. investment strategist of BCA Research. The next move will depend on the Fed.

The Wall Street Journal

The U.S. Fiscal Policy Has Become Pro-Cyclical

April 10 2019

This chart shows the US fiscal policy turning pro-cyclical. What happens to the federal budget when the next recession hits? No worries - there is always MMT to make Americans feel better.

ETF Trends

Strong Manufacturing Data Eases Global Economic Slowdown Fears

April 02 2019

... trouble in the economy and financial markets, but we do not think trouble is imminent,” Doug Peta, chief U.S. investment strategist at BCA Research, ...

CNBC

Dow rises 200 to start off the quarter on strong US and China data, trade progress

April 01 2019

... trouble in the economy and financial markets, but we do not think trouble is imminent," Doug Peta, chief U.S. investment strategist at BCA Research, ...

The Wall Street Journal

OTC and Prescription Drug Inflation Is Now the Lowest on Record

March 13 2019

However, fundamentals continue to favor the US stock market.