Week of April 6, 2026
While attention is focused on Iran, it’s worth noting that U.S. employment data for March 2026 came in relatively strong, and the broader economy continues to show steady progress. History reminds us that even prolonged conflicts eventually come to an end. When this one does, attention is likely to shift back to global economic growth, which appears poised to expand—supported in part by the advancing benefits of artificial intelligence. Our Signals remain unchanged.
Bob Bilkie, CFA
