Doug Peta
Head of Essentials
Doug Peta helps investors efficiently apply macro analysis to their investment processes. His approach to investment strategy is founded on the study of cycles and is meant to cut… Read More
Doug Peta helps investors efficiently apply macro analysis to their investment processes. His approach to investment strategy is founded on the study of cycles and is meant to cut through the barrage of inputs to focus attention on the macro signals that matter.
He leads BCA’s Essentials team, specializing in bringing the firm’s expertise to life for busy clients who don’t have the time to become macro mavens themselves.
Before joining the firm in 2010, he traded US equities for institutional clients at an investment bank and Asian equities for an asset manager, where he also served as the strategist and large-cap Financials analyst.
Doug is a graduate of the University of Virginia and the University of Chicago Booth School of Business. He is based in New York, where he lives with his family.
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He leads BCA’s Essentials team, specializing in bringing the firm’s expertise to life for busy clients who don’t have the time to become macro mavens themselves.
Before joining the firm in 2010, he traded US equities for institutional clients at an investment bank and Asian equities for an asset manager, where he also served as the strategist and large-cap Financials analyst.
Doug is a graduate of the University of Virginia and the University of Chicago Booth School of Business. He is based in New York, where he lives with his family.
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Although the macro backdrop isn’t perfect and the equity setup isn’t ideal, the US economy and the S&P 500 continue to hold their ground. The conflict with Iran resists resolution but the latest flare up is in line with our geopolitical experts’...
05 Aug 2026, 10:30 EDT, 15:30 BST
Earnings versus everything else has been an apt description for the macro backdrop during the conflict with Iran. Earnings growth has been red hot, but the Middle East was a mess, oil and other energy-related costs soared, bond yields surged and...
10 Jun 2026
Please join BCA Research's Chief US Investment Strategist, Doug Peta for a Webcast on Wednesday, February 5 at 10:30 AM EST (3:30 PM GMT, 4:30 PM CET).
05 Feb 2025