Best of BS Opinion: Shifting cycle, global macro in 2022/2023, and more

Here are the top BS Opinion articles of the day

Changes in asset valuations are normal in cyclical terms. But the last few years have seen extreme volatility due to easy central bank policy, global supply chain issues, inflation arising from the pandemic, and the Ukraine War. Many of those problems remain, so investors should brace for further turmoil across financial markets as monetary policy normalises, the top edit says. Read it here

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Ajay Shah assesses the global macro-economic challenges, focusing on four key issues. Read it here

Tamal Bandyopadhyay explains why both banks and customers feel the pain in the