1 month ago - With AI adoption gaining speed and economic data continuing to defy gloomy forecasts, I expect next year to be even more exciting for stock investors. With that in mind, here are my three bold predictions for the Canadian stock market in 2026 — and the stocks I believe could benefit from the trends that may shape the year ahead.

The chart depicts how, from January 2024 through the Fall of 2025 on 6-month moving average, lower immigration is helping slow the break even rate job growth needed in Canada by comparing the employment growth and the pace of that keeps the ...

September 22, 2025 - Election-year uncertainty, central bank independence risks, or tariff shocks could destabilise markets. If credit spreads widen and lending tightens, a slowdown could turn into a recession. While the U.S. dominates headlines, global factors shape the 6-month outlook: Europe: Growth is stagnant, with the ECB under pressure to cut rates. Weak German manufacturing drags the eurozone. Asia: India continues to deliver strong earnings growth, a bright spot for global investors.

3 weeks ago - Though Wall Street isn’t expecting a repeat, it’s optimistic about the first six months of 2026, forecasting an 11% increase in the S&P 500 for the year. Interest rates are expected to drop because the labor market is shaky even as inflation ...

3 days ago - Based on historical correlations between valuations and returns, we should expect negative real returns over the next 10 years. However, the second graph indicates that returns of +/- 25% are possible in 2026.

1 week ago - After three years of stellar gains, Wall Street widely expects the good times to keep rolling in 2026 — but with varied views on how much stocks will rally. Wall Street forecasts reviewed by CNN show a wide range of targets from strategists, ...

Importantly, the past few years have taught us that the economy can handle hotter inflation, but it doesn't come without a cost: public backlash, sharp drawdowns in the stock market when yields spike, a Fed that shifts its focus back and forth between its two mandates, and so on. Putting it together, we see some risk that inflation moves higher next year but recognize that if the labor market were to deteriorate faster than expected, a decline in income growth would ultimately be disinflationary.

1 week ago - “Regional policy shifts suggest a more supportive macro backdrop for global growth in 2026,” writes State Street. “With an inflation trajectory trending lower, US policy rates likely to fall as the Fed takes stock of a softening labor ...

1 week ago - Here they are – and which stocks will soar the most if they're right. Image source: Getty Images. I predict that the third time will be the charm for the S&P 500 (SNPINDEX: ^GSPC). The index has delivered double-digit gains for three consecutive years, but I expect this streak will end in 2026. Do I forecast a major market sell-off?

6 days ago - So, when buying AI stocks in 2026, ... its next stages. ... Though many AI stocks may continue to score a win, the S&P 500, which I believe will climb, won't be driven uniquely by AI in 2026. Other industries, from pharmaceuticals to consumer-related names, may deliver greater gains and push the famous benchmark higher. Why do I predict such a ...

3 weeks ago - Other forecasters are also expecting a strong stock market performance in 2026. David Lefkowitz, head of U.S. equities at UBS Global Wealth Management, expects the S&P 500, which closed Monday trading at 6,816 points, to reach 7,300 points by June of next year and 7,700 by the end of 2026...

2 weeks ago - Analysts’ bottom-up targets imply about 15 percent upside for the S&P 500 over the next year, according to FactSet, which analyzed industry price targets for each individual stock in the index to estimate where the whole market could land.

1 week ago - There have only been three dissents in opposite directions over the last 35 years -- and we've witnessed two in two months. Instead of being Wall Street's foundation, the Fed could be a significant liability to stocks in the new year. The unemployment rate recently climbed to a four-year high. US Unemployment Rate data by YCharts. No matter how well the stock market is performing, there's always a headwind waiting in the wings to potentially drag down equity valuations.

November 24, 2025 - Powell has only 6 months left in his term, but his and the FED’s dour outlook has dampened investor enthusiasm. Trump plans to replace him in May, which if successful could send the stock market to record heights next summer. Some suggest that might be the peak of this bull run.

5 days ago - Strategists expect 2026 to be another good—if more modestly so—year for the stock market. As of mid-December, the average 2026 year-end S&P 500 price target was 7,269, according to an LPL Financial analysis.

4 days ago - ... By clicking “Sign up”, ... Terms of Service and Privacy Policy. ... The bull market in stocks will chug on in 2026, but the blistering rally will cool down slightly....

3 weeks ago - International stocks have had a strong year in 2025, and on several measures continue to look attractive. For example, earnings growth outside of the US is now better than in the US, giving investors compelling alternatives to the top-heavy S&P 500. Past performance is no guarantee of future results. Chart shows year-over-year change in consensus analyst estimates for next-12-month earnings for index constituents. International markets represented by the MSCI ACWI ex USA Index.

AI stocks have been advancing for the past few years, and though their potential remains solid, early investors in this area may look to lock in some gains and rotate into other promising areas. This means that if you've invested heavily in AI, you might aim to broaden your reach across industries in 2026 -- whether my prediction is right or wrong, this diversification will serve you well in any market environment and over the long term.

2 weeks ago - Experts break down how AI, unemployment, and interest rates could shape the stock market and your investments next year.

December 10, 2025 - Our model anticipates annualized returns of about 3.5% to 5.5% over the next 10 years. Our muted long-term return projection for U.S. equities is entirely consistent with our more bullish prospects for an AI-led U.S. economic boom.