About this episode

Analysts express optimism for market performance in the next 6-12 months, with a focus on regional outlooks and sector strengths.

The big things you need to know: First, across the globe our analysts are constructive on performance over the next 6-12 months and see attractive valuations in the industries they cover. Second, Europe and Canada captured the most optimistic performance outlooks among our four coverage regions, but the US was not far behind. Third, our Canadian and US analysts expressed a favorable view of their own respective domestic policy backdrops. On the US midterm elections, our US analysts had a slightly constructive tilt on performance in a Republican sweep scenario, a slightly negative tilt on performance in a Democratic sweep scenario, and a neutral view on performance in a split Congress scenario. Fourth, at the global sector level, performance outlooks were mostly positive and came in stronger than other sectors for Materials and Industrials, but only by a little.

Topics covered

• market outlook
• investor sentiment
• sector performance
• US elections
• global analysis

Keywords

• optimism
• performance outlook
• Canada
• US
• Europe
• midterm elections
• Materials
• Industrials

Mentioned in this episode

Organizations: RBC Capital Markets

Places: Europe, Canada, US, Materials, Industrials

More episodes of RBC's Markets in Motion

• Mixed EPS Stats, Cautiously Optimistic Commentary · July 21, 2026 · 6 min
• S&P 500 Sector Recommendation Shuffle · July 13, 2026 · 6 min
• Mid-Year Outlook Update · June 29, 2026 · 7 min
• Down the Valuation Rabbit Hole · June 15, 2026 · 7 min

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