BlackRock claims that the market is underestimating the depth of the recession necessary, leading them to avoid investing in stocks.

BlackRock lead off their view on equities with this. Its about as blunt as you’ll get from analysts:

  • Many central banks aren’t acknowledging the extent of recession needed to rapidly reduce inflation.
  • Markets haven’t priced that so we shun most stocks.

More detail from the asset management firm:blackrock shun equities

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