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Market Outlook: Santa Claus rally emerges as inflation cools [BNN Bloomberg (Canada)]
Last broadcom inc. earnings: 3/12 04:15 pm
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US:NASDAQ Investor Relations: investors.broadcom.com
Investors are balancing optimism over easing price pressures with questions around valuations, technology spending and the potential for increased volatility in the year ahead. BNN Bloomberg spoke with Colin Cieszynski, portfolio manager and chief market strategist at SIA Wealth Management, about how the inflation data is shaping central bank expectations, the rebound in technology shares, and why political cycles and interest-rate sensitivity could drive choppier markets in 2026. Key Takeaways November's softer U.S. inflation reading reinforced expectations that the Federal Reserve has room to keep cutting interest rates. Technology stocks rebounded after a pullback, helped by strong earnings and signs that short-term selling pressure has eased. Global central banks are diverging, with rate cuts in Europe contrasting with a likely hike in Japan. Artificial intelligence spending continues to support multiple sectors beyond technology, including utilities and semiconductors
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