There's a fight over war funding looming in Congress after a return from the Easter break, and uncertainty around the timing of the Fed chair confirmation hearing remains.
While infrastructure companies are not immune to a potential economic slowdown, they may provide a longer-term investment opportunity amid an uncertain macroeconomic backdrop.
Major indices are on track to post the largest weekly gain in several months on news of a two-week ceasefire between the U.S. and Iran. However, successful negotiations still require some work, and uncertainty about the economic implications remain.
While the temporary truce is welcome news, critical questions are still unanswered and the possibility for a wide range of potential outcomes for the Iran War remains.
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