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Darren Sissons' Top Picks for Jan. 12, 2026 [BNN Bloomberg (Canada)]
Last amazon.com, inc. earnings: 4/30 04:01 pm
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Top picks: Amazon.com Shell Plc Visa MARKET OUTLOOK: Geopolitics was a major 2025 catalyst. We expect a similar politics-driven playbook in 2026. Markets surprised to the upside in 2025 despite significant geopolitical turmoil. While tariffs and tariff reduced demand should have adversely impacted global market indices, a flight to safety, the highly stimulative U.S. budget deficit and artificial intelligence (AI) were collectively a panacea for geopolitical risk. Consequently, AI exposures and gold rallied as did financials. However, major economies increasingly experienced economic strain as unemployment spiked and consumer credit metrics deteriorated i.e., bankruptcies and loan defaults. Further, the weak Canadian Dollar positively impacted returns on non-Canadian holdings. Senate elections are scheduled for November. Typically, an incumbent party's with control of both the House and Senate spend strongly into the election cycle to avoid losing control of both houses, wh
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