It was a decent month and a great quarter for markets, both in the U.S. and around the world, says Commonwealth CIO Brad McMillan. Globally, economics are very positive, which supports financial markets. Fundamental factors are also improving, and that looks likely to continue. What do we need to worry about? One word: politics. Although markets have largely priced in U.S. political risk, Europe poses greater concerns. Overall, though, the picture is quite positive going forward. Follow Brad at blog.commonwealth.com/independent-market-observer.