Callum Thomas says recent S&P 500 volatility is in line with normal seasonal patterns, but credit markets are signaling concern. Stress in tech and CCC-rated debt is raising boom-bust risks for the tech and AI sectors, he warns.
published
Callum Thomas says recent S&P 500 volatility is in line with normal seasonal patterns, but credit markets are signaling concern. Stress in tech and CCC-rated debt is raising boom-bust risks for the tech and AI sectors, he warns.
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