A top macroeconomist warned the next bear market could start with a Dot-com-style tech sell-off before widening into a broader economic downturn. The warning is bearish for technology equities and suggests elevated downside risk across risk assets if the sell-off spreads beyond the tech sector. While no specific data or policy change was announced, the call has potential market-wide implications given the scenario being described.
A top macroeconomist warned the next bear market could start with a Dot-com-style tech sell-off before widening into a broader economic downturn. The warning is bearish for technology equities and suggests elevated downside risk across risk assets if the sell-off spreads beyond the tech sector. While no specific data or policy change was announced, the call has potential market-wide implications given the scenario being described.
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strongly negative
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