April – Carry On

April ended with a bang, not a whimper, as risk-on moods dominated markets and geopolitical fears lessened. The historic peace summit between North and South Korea has been part of the storyline. China–US trade war fears decreased amid talks and expectations for resolution. There were fears of chaos in Syria after the US/UK/French joint bombing of Assad’s chemical weapons storage and plant, but the bombing did not lead to a Russian response. One final issue that remains into May is the Iran Nuclear agreement, which Trump seems intent on ending, despite efforts by Macron and other EU leaders to keep it afloat.

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