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Stock impact report

Ryan Bushell's Top Picks for Dec. 12, 2025 [BNN Bloomberg (Canada)]

Brookfield Infrastructure Partners LP Class A Subordinate Voting Shares (BIPC) 
Company Research Source: BNN Bloomberg
MARKET OUTLOOK: With the December rate cut from the Federal Reserve now behind us, markets likely coast into year end with a second straight year of significant gains. Looking back to last year at this time, newly elected U.S. President Trump was only beginning to articulate the radically different trade policy that has unfolded over the past 12 months. It's been an incredible year of economic upheaval, geopolitical conflict, and financial market performance. We also saw an unexpected political change at the top at home, and just nine months later our economic policy looks markedly different than at this time last year. At the end of the day short term rates dropped on both sides of the border and that was likely the driving force behind strong equity market performance both at home and abroad. As we look ahead to 2026, we must consider whether things are getting easier or harder at the margin as well as the starting point for valuations which is clearly higher than it was 12 Show less Read more
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