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Waiting For Rate Signals
ARK Investยท2025-08-05 15:46

We probably are going to see interest rate cuts in the future. I think the the the odds for a rate cut in September are up to 88% and a 50 basis point rate cut maybe they're up to 25% or so. So we think that will resolve positively as well.That's the one uncertainty. And the reason this matters is if people think rates are going to come down, then they're going to wait and see how low they go before they take major actions or make big purchases. So getting back to some kind of equilibrium is going to be imp ...