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Luxury consumer can not continue to bail out the overall economy, says BCA's Doug Peta
CNBC Televisionยท 2025-12-17 21:50
Meanwhile, it was yet another day where the AI narrative had the market swinging back and forth. So, as we head into 2026, how should investors distinguish what's a move led purely by an AI headline and what's a real concern for the market. Joining us now are Doug Peta.He is chief US investment strategist at BCA Research and Matt Stucky, chief portfolio manager at Northwestern Mutual Wealth Management. Guys, welcome. Um, let's see.Uh, Matt, how should investors treat this AI turbulence in a market that's st ...