Russian invasion of Ukraine a dominant theme.

Inflation continues to rise in US, leading to consumer pessimism.

US Fed Reserve increases interest rates, with more increases to follow.

RBA continues to wait and see on inflation.

Global sharemarkets poor in Q1.

Australian sharemarket resilient, while bond yields spike.

The US begins to open up backed by strong vaccination rates.

Emerging markets struggle due to rising cases and lack of vaccines.

Another positive quarter for sharemarkets, as bond yields edge upwards.

Has "the easy money been made"? A look back to 2010 on similar calls.