Markets & Economy

Joel Clark and Sarah Bull reflect on the market’s rebound since Q1, amid tariff threats and geopolitical uncertainty. They discuss the fading risk of recession, rising concerns about stagflation, and how KJH is positioning portfolios with a focus on quality and diversification in a volatile environment.

Joel Clark and Sarah Bull discuss the uncertain economic landscape, driven by U.S. policy changes, trade negotiations, and shifting bond yields.

Joel Clark and Sarah Bull dig into the market fallout from “Demolition Day” and why the real story is about debt, recession risk, and policy missteps.

Markets have stumbled as volatility unsettles investor confidence, driven by Trump’s latest economic moves. Sarah Bull and Joel Clark analyze the potential motives behind his strategy and his real endgame.

Sarah Bull and Joel Clark discuss the resilience of corporate earnings, the implications of rising bond yields, and how shifting political and economic landscapes, including Trump’s return and ongoing tariff discussions, are impacting markets.

Joel Clark and Sarah Bull break down the key forces shaping markets in 2025. From surging bond yields and renewed inflation to political shifts, they explore how these dynamics are driving market volatility.

Joel Clark and Sarah Bull discuss the critical factors shaping equity, bond, and broader capital markets as we approach 2025. While the overall outlook for markets remains positive, they tackle pressing concerns such as the potential for the economy overheating, the resurgence of inflation, and the impact of Trump’s tariffs.

Joel Clark and Sarah Bull delve into the post-U.S. election market rally, the resulting favourable economic conditions driving broader market opportunities, and what this means for diversified investors.

Join Joel Clark and Sarah Bull as they explore the impact of slowing growth and inflation, the return of accommodative central banks, and the broader market opportunities emerging after the dominance of the Magnificent 7.