Investor behavior and U.S. asset credibility

In pretty much every jobs report of 2025 — and on into early 2026 — health care was the most reliable job-creating sector. Some 436,000 health care jobs were added last year. It's a bright spot in the labor market, at a time when other sectors face sluggish job growth and disruption from AI. Plus, since the U.S. and Israel launched their war with Iran, the value of the U.S. dollar has been rising. We'll discuss.