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Christine Poole's Top Picks for Jan. 19, 2026 [BNN Bloomberg (Canada)]
Last microsoft corporation earnings: 4/29 04:06 pm
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US:NASDAQ Investor Relations: microsoft.com/en-us/investor
MARKET OUTLOOK: Looking ahead to 2026, several tailwinds appear supportive for equities: greater clarity around tariff policies, lower interest rates across many economies, government-led fiscal stimulus, and increased capital spending driven by artificial intelligence (AI) investment and onshoring efforts. Businesses are also in the initial stages of realizing productivity improvements from integrating AI into their operations. Canada's economic resilience in 2025 was largely underpinned by the The Canada-United States-Mexico Agreement (CUSMA), which has kept nearly 90 per cent of exports to the U.S tariff-free. Formal discussions to extend the agreement beyond its 2036 expiry are expected to begin this summer and could introduce periods of market volatility. While trade-related uncertainty is likely to persist through 2026, we anticipate gradual progress in reorienting the Canadian economy toward new products and a more diversified set of trading partners. With the current rate
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