Politics cannot be ignored right now, as US decisions from anything to Ukraine to tariffs have a clear impact on markets.

Despite the turbulence AI with DeepSeek, US markets had a strong month, with S&P 500 up +2.70%, Nasdaq 100 up by +2.22%, Dow Jones up +4.70%

DeepSeek has come out with a few good, efficient AI models at a fraction of the cost of the ones developed by their US competitors.