Brad McMillan, Commonwealth’s CIO, discusses the markets and economy for January. Last month was a great month for stock markets, and from a financial market perspective, the world is in good shape. In fact, we’re seeing the first synchronized global expansion since the financial crisis. What’s the problem? Even as growth continues to do well, it’s not quite keeping pace with expectations. Is this a healthy normalization? What will be the economic effect of the current political conflict in Washington?