Will Easing Policy Fuel Inflation?
ARK Invest·2025-12-19 16:30

The big risk in the market's mind is that as the government both fiscal and monetary policy moves are towards easing will inflation take off again. That's the biggest question we face. We have a strong point of view on it.But the burden of proof is on us because inflation does seem to have been stuck in this 2 and a half to 3% range for a while now. So we have to answer that question and I think the biggest answer to the question is if uh real growth rates start accelerating now uh we believe inflation will ...