Capital Group’s Polak: Stock Market Risks, Catalysts, Opportunities for 2026 - Morningstar

Amazon is likely to gain ground on its AI-focused AWS push, in addition to its agentic and physical AI initiatives, per Morgan Stanley.

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EconomicsUpdated: October 19, 2026 at 8:33a.m. EDTPublished: October 19, 2026 at 5:50a.m. EDTBNN Bloomberg is Canada’s definitive source for business news dedicated exclusively to helping Canadians invest and build their businesses. Statistics Canada says the annual pace of inflation rose to 3.1 per cent in September as war in the Middle East continued to drive up gas prices. The agency says the acceleration was led by a 27.8 per cent spike in gasoline prices last month compared with a year earlier, despite the switch to the less expensive winter gas blend. StatCan says excluding gasoline, consumer prices increased 2.2 per cent year-over-year in September. Latest economic news on BNNBloomberg.caThe agency says fuel oil and other fuels surged 57.8 per cent in September, hitting consumers hard in Atlantic Canada where many homes are heated with oil. StatCan says grocery prices increased 1.7 per cent last month, the smallest yearly increase since May 2024. Despite the year-over-year slowdown, the agency says prices for groceries have increased 33 per cent since September 2020. This report by The Canadian Press was first published Oct. 19, 2026.

Published: October 19, 2026 at 8:13a.m. EDTSINGAPORE/JAKARTA — Muhamad Yasin, a 63-year-old parking attendant in central Jakarta, says he has cut back on meals as rising prices have put food staples beyond his reach. “I used to be able to get rice, tempeh and tofu for 7,000 to 8,000 rupiah ($0.39 to $0.44). Now it’s 15,000 rupiah,” said Yasin, who earns 200,000 to 300,000 rupiah a week, beside the minimarket where he watches over parked motorcycles. Global food inflation is poised to accelerate in the coming months and persist well into 2027, as war-related shipping disruptions and El Nino-driven drought squeeze cereal supplies, putting additional pressure on vulnerable consumers like Yasin, a father of four. In Indonesia, rice prices have already jumped to record highs amid forecasts of delayed rains, while the cost of bread in Egypt has risen by a quarter and sugar prices in India hit an all-time high as the weakest monsoon in over a decade curbed production. “All this has put considerable pressure on the system,” said Maximo Torero, chief economist at the United Nations’ Food and Agriculture Organization (FAO).

Published: October 19, 2026 at 7:56a.m. EDTNEW YORK — JPMorgan Chase said it has invested US$5 billion in equity in industries critical to US economic and national security, as banks seek to capitalize on growing demand for domestic manufacturing, energy infrastructure and supply-chain resilience. The lender also announced it has financed about $230 billion under its Security and Resiliency Initiative since launching the effort a year ago, when it committed to financing $1.5 trillion of US investments in the next decade, including in national security. Latest updates on investing hereLarge US banks have already been investing in rising demand for AI data centers, critical minerals and energy infrastructure upgrades, as President Donald Trump’s administration has prioritized growing US infrastructure to reduce dependence on foreign supply chains in various sectors, including clean energy and rare earths. JPMorgan said its own investments have supported companies in sectors including advanced manufacturing, energy, supply chains and defense-related technologies.