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CIBC's chief market technician picks top stocks for December 2025
- CIBC Tech Mokhtari sees December as potentially lifting North American stocks after a volatile November.
- He expects a year‑end rally driven by broader market participation beyond U.S. mega‑cap stocks.
- The December list includes materials stocks and Integrated oil giant Suncor Energy.
- Mokhtari cites a potential 25 basis point Fed rate cut at the Dec. 10 meeting as a tailwind.
- November’s picks underperformed the broader market, highlighting the challenge Mokhtari faced.
- RBC Capital Markets comments on Santa rally volatility as a potential backdrop this season.
- The December picks emphasize Canadian exposure to energy and precious metals.
- The report notes cautious optimism about December’s market trajectory.
- The article places December outlook in context of broader market shifts and sector rotation.
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