金色财经|May 09, 2026 00:55
[Cathie Wood: Inflation Data Likely to Fall Below Market Expectations in the Next 6 to 9 Months]
According to a report by Jinse Finance, on May 9, Cathie Wood, founder, CEO, and CIO of ARK Invest, stated in a post that a noteworthy signal in current market data is that despite a significant rise in oil prices over the past three months, the yield curve has continued to flatten. Historically, in traditional economic cycles, if the Federal Reserve adopts monetary easing measures in response to an energy shock, the yield curve would typically steepen rather than flatten. However, this round of energy shocks has not been met with monetary easing support from the Federal Reserve.
ARK Invest believes that the bond market may have already begun pricing in a more profound force: the deflationary effects brought about by increased productivity across society enabled by artificial intelligence and technological advancements. ARK Invest predicts that inflation data is likely to fall below market expectations in the next 6 to 9 months. If this prediction holds true, it will have a significant impact on interest rate trends and long-duration stocks. (Dongxin News Agency)
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