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Full article on Yahoo Finance
Op-ed: Rotation isn't the answer to the tech uncertainty
Market Intelligence Analysis
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Why This Matters
Economist Mohamed El-Erian suggests that the current tech sell-off due to 'secular uncertainty' may not be addressed by simply rotating to another theme, implying a prolonged market uncertainty.
Market Impact
Market impact analysis based on bearish sentiment with 80% confidence.
Sentiment
Bearish
AI Confidence
80%
Time Horizon
Short Term
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
Economist Mohamed El-Erian considers the current tech sell-off brought on by "secular uncertainty" and suggests that swapping one theme for another might not work this time.
Original article published by
Yahoo Finance
on February 7, 2026.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.