星球日报|May 09, 2026 00:37
["Cathie Wood: Deflationary Forces Driven by Innovation Are Building Up, Inflation May Be Lower Than Expected in the Next 6 to 9 Months"]
Odaily Planet Daily News - Cathie Wood, known as "Wood Sister," posted on the X platform stating that despite the rise in oil prices over the past three months, the yield curve remains flat, and the Federal Reserve has not monetized this energy shock. The bond market may begin to absorb the deflationary impact brought by productivity improvements driven by AI and technology. Currently, the costs of AI model training and inference have significantly decreased, productivity growth is accelerating, and unit labor costs remain subdued.
Although the current market narrative focuses on tariffs, deficits, and structurally high inflation, underlying signals indicate that deflationary forces related to innovation are building up. Inflation is expected to be lower than anticipated in the next 6 to 9 months, which will have profound implications for interest rates and long-term equities.
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