{"store":{"baseInfo":{"podcastTitle":"BCA Quick Takes Podcast","slug":"quicktakes","podcastDescription":"A podcast from BCA Research -- informing investors with straightforward, actionable analysis of macro and market events.","podcastLogo":"https://pbcdn1.podbean.com/imglogo/image-logo/15165563/QuickTakesOpening_panel_hv86dz.png","podcastShareLogo":"https://d2bwo9zemjwxh5.cloudfront.net/image-logo/15165563/QuickTakesOpening_panel_hv86dz_1200x628.jpg?s=73ccd8a28c22464be1aa955e06342c72&e=png","podcastUrl":"https://quicktakes.podbean.com","podcastCanSearched":true,"feedUrl":"https://feed.podbean.com/quicktakes/feed.xml","theme":"playlist2","podcastDeepLink":"https://www.podbean.com/pw/pbblog-qdret-e7687b?from=usersite","removePodbeanBranding":"no","brandingLogo":null,"timeZone":{"timeZoneId":15,"gmtAdjustment":"GMT-05:00","useDaylightTime":1,"value":-5,"text":"(GMT-05:00) Eastern Time (US & Canada)","daylightStartTime":"Second Sunday Of March +2 Hours","daylightEndTime":"First Sunday Of November +2 Hours","timezone":"America/New_York"},"podcastDownloads":null,"totalEpisodes":50,"showComments":true,"iOSAppDownloadLink":null,"customizeCssUrl":null,"androidAppDownloadLink":null,"showPostShare":true,"showLike":true,"author":"BCA Research","enableEngagementStats":true,"shareEmbedLink":"https://admin5.podbean.com/embed.html?id=pbblog-qdret-e7687b-playlist","language":"en","sensitivitySessionExpireTime":28800,"podcastApps":[{"name":"Apple Podcasts","link":"https://podcasts.apple.com/us/podcast/quick-takes-podcast/id1649379247","image":"https://pbcdn1.podbean.com/fs1/site/images/admin5/apple-podcast.png","title":null},{"name":"Podbean App","link":"https://www.podbean.com/pw/pbblog-qdret-e7687b?from=usersite","image":"https://pbcdn1.podbean.com/fs1/site/images/admin5/podbean-app.png","title":null},{"name":"Spotify","link":"https://open.spotify.com/show/2ZK1l4Y1yNC7CGJmJkt8Eq","image":"https://pbcdn1.podbean.com/fs1/site/images/admin5/spotify.png","title":null},{"name":"Amazon Music","link":"https://music.amazon.com/podcasts/67943205-ba4c-4a30-bad1-49121059b3d2","image":"https://pbcdn1.podbean.com/fs1/site/images/admin5/AmazonMusic.png","title":null}],"components":{"base":[{"id":"MainStyle","val":"light"},{"id":"Font","val":"Roboto"},{"id":"SecondaryFont","val":"Roboto"},{"id":"PlayerColor","val":"#00B287"},{"id":"PlayerStyle","val":"player2"},{"id":"PlayerWave","val":"show"},{"id":"Favicon","val":null},{"id":"CookiesNotice","val":"hide"},{"id":"CookiesNoticeContent","val":"

Cookies Notice

This website uses cookies to improve your experience while you navigate through the website. By using our website you agree to our use of cookies.

"}],"home-header":[{"id":"HomeHeaderTextColor","val":"#ffffff"},{"id":"BackgroundImage","val":"https://mcdn.podbean.com/mf/web/6zpnjf/BCA_Podcast_Image_v.jpg"},{"id":"BackgroundImageForMobile","val":null}],"page-header":[{"id":"PageHeaderTextColor","val":"#ffffff"},{"id":"SecondaryPageBackgroundImage","val":"https://mcdn.podbean.com/mf/web/fp49vr/bca_podcast_banner.jpg"},{"id":"SecondaryPageBackgroundImageForMobile","val":null}],"episode-list":[{"id":"EpisodeListType","val":"simple-list"},{"id":"EpisodesPerPage","val":10},{"id":"EpisodeStats","val":"show"}],"navigation":[{"id":"NavigationFontColor","val":"#ffffff"},{"id":"NavigationBackgroundColor","val":"#000000"},{"id":"NavigationSearch","val":"show"},{"id":"NavigationLinks","val":[{"id":"Home","type":"Link","value":"/","text":"Home","subitems":[]},{"id":"Subscribe","type":"Link","value":"https://www.podbean.com/site/podcatcher/index/blog/EdElMoSOwC6J","text":"Subscribe","subitems":[]},{"id":"Profile","type":"Link","value":"https://www.podbean.com/user-pOJPRNfEqubX","text":"Profile","subitems":[]}]}],"footer":[{"id":"FooterType","val":"Footer1"},{"id":"FooterFontColor","val":"#ffffff"},{"id":"FooterBackgroundColor","val":"#000000"},{"id":"FooterCopyright","val":"Copyright 2022 All rights reserved."},{"id":"SocialMediaLinks","val":{"facebook_username":"","twitter_username":"","instagram_username":"","youtube_username":"","linkedin_username":""}}],"customize-container1":[],"customize-container2":[{"id":"ComponentImageText-1","val":{"ComponentFontColor":"#000000","ComponentBackgroundColor":"#f2f2f2","ComponentImage":"https://mcdn.podbean.com/mf/web/k4pryy/roukaya.jpg","ComponentContent":"

Roukaya Ibrahim
Strategist, BCA Research

Roukaya is currently BCA Research’s Strategist, Daily Insights. From 2018 to 2020, she was a Strategist for BCA Research’s Geopolitical Strategy service. She has also served as a Strategist for the Commodity & Energy Strategy service. Prior to joining BCA Research, Roukaya worked as a Research Analyst at the University of Bristol’s School for Policy Studies and was an Economic Analyst at the Central Bank of Egypt. Roukaya holds an MA in Economics from McGill University.

"}}]},"allLinks":[],"mainStylesDefaultSettings":null,"defaultCustomizeComponents":null,"scripts":["https://www.googletagmanager.com/gtag/js?id=G-QCVJ5E8V7S","\n window.dataLayer = window.dataLayer || [];\n function gtag(){dataLayer.push(arguments);}\n gtag('js', new Date());\n\n gtag('config', 'G-QCVJ5E8V7S',{'allow_enhanced_conversions':true});\n"],"metas":[{"name":"google-site-verification","content":"fdQs9AMZE0V18yQuZS2oJwPMCIV-f1k1-Q53A8E2-kU"}],"appConfig":{"package":"com.podbean.app.podcast","app_store_id":973361050,"app_name":"Podbean","scheme":"podbean"},"customizeCss":null,"canEditCss":null,"enableJsCodeInCustomizeContent":false,"enabledIframeCodeInCustomizeContent":true,"sectionMaxCount":10,"enableEditorLink":true,"enableEditCookiesNotice":true,"siteRedirectToFeed":false,"podcatcherRssUrl":null,"showFeed":true,"showTopBar":true,"enableWebSiteLike":true,"organizationName":null,"organizationPageLink":null},"backToListUrl":"/","tinymceLoaded":false,"listEpisodes":[],"userLikedEpisodes":[],"userLikeCheckedEpisodes":[],"topBarIframeLoaded":false,"listTotalCount":0,"listTotalPage":0,"listPage":0,"listType":"all","listValue":"","listName":"","pageLoading":false,"apiBaseUrl":"https://quicktakes.podbean.com","apiCommonParams":{"t":"684d9e33","clientSignature":"6298afc6cf7c89a5dfbfdcffa075aebd","u":null,"customizing":null},"apiCommonHeaders":{},"comments":[],"commentsTotalCount":0,"commentsTotalPage":0,"commentsPage":1,"commentEpisodeId":"pb21621011-nxv8n","episode":{"id":"pb21621011","idTag":"nxv8n","title":"Further Upside For The S&P 500? (Part 2)","logo":"https://pbcdn1.podbean.com/imglogo/image-logo/15165563/QuickTakesOpening_panel_hv86dz_300x300.png","shareLogo":"https://d2bwo9zemjwxh5.cloudfront.net/image-logo/15165563/QuickTakesOpening_panel_hv86dz_1200x628.jpg?s=73ccd8a28c22464be1aa955e06342c72&e=png","largeLogo":"https://pbcdn1.podbean.com/imglogo/image-logo/15165563/QuickTakesOpening_panel_hv86dz.png","previewContent":null,"content":"

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?

","publishTimestamp":1694183627,"duration":699,"mediaUrl":"https://mcdn.podbean.com/mf/web/bbyh78/Episode_40_2023-09-0877mgm.mp3","mediaType":"audio/mpeg","shareLink":"https://admin5.podbean.com/embed.html?id=pb-nxv8n-149e913","likedCount":0,"deepLink":"https://www.podbean.com/ew/pb-nxv8n-149e913","transcriptUrl":null,"permalink":"/e/further-upside-for-the-sp-500-part-2/","downloadLink":"https://www.podbean.com/media/share/pb-nxv8n-149e913?download=1","fallbackResource":null,"fallbackResourceMimetype":null,"downloadCount":550,"status":"publish","hasMoreContent":false,"chaptersUrl":null,"explicit":false},"episodeShareLink":null,"deepLink":"https://www.podbean.com/ew/pb-nxv8n-149e913","playlist":{"episodes":[],"current":0,"start":0,"stop":0,"playing":true,"playerLoading":true,"playbackRate":1,"playbackRateIndex":1},"toasts":[],"confirm":null,"customizeEditorFormZIndex":999,"lastRequestTime":null,"validateChangesOnBeforeunload":true,"windowWidth":1000,"VITE_FS1_CDN_URL_PREFIX":"https://pbcdn1.podbean.com/fs1","reloadStats":false,"userIdEncrypted":null,"userProfilePicture":null,"username":null,"isVerified":false,"loadUserInfo":false,"loginUrl":"https://www.podbean.com/site/user/login?return=https%253A%252F%252Fquicktakes.podbean.com%252Fe%252Ffurther-upside-for-the-sp-500-part-2%252F&rts=f351f637c2c95e1abccdb81a9d7a6f59e1a37af9","recaptchaV3Loaded":false,"recaptchaV2Loaded":false,"likesLoaded":false,"commentLikeMap":{},"commentOffset":0},"episode":{"id":"pb21621011","idTag":"nxv8n","title":"Further Upside For The S&P 500? (Part 2)","logo":"https://pbcdn1.podbean.com/imglogo/image-logo/15165563/QuickTakesOpening_panel_hv86dz_300x300.png","shareLogo":"https://d2bwo9zemjwxh5.cloudfront.net/image-logo/15165563/QuickTakesOpening_panel_hv86dz_1200x628.jpg?s=73ccd8a28c22464be1aa955e06342c72&e=png","largeLogo":"https://pbcdn1.podbean.com/imglogo/image-logo/15165563/QuickTakesOpening_panel_hv86dz.png","previewContent":null,"content":"

Cookies Notice

Roukaya Ibrahim Strategist, BCA Research

Roukaya Ibrahim
Strategist, BCA Research