Inflation begins to rise in several major economies.

Many central banks still suggesting they'll look through inflation.

What's behind "the great resignation"?

Developed sharemarkets mostly positive.

Emerging markets dragged down by China concerns.

Record US stimulus spending after the Presidential transition.

Recovery continuing with vaccine rollout across the globe.

Positive return for sharemarkets, while bonds fall with rising yields.

A year on from the pandemic crash, what we said...