A 30-Year Pattern Reversed: Inflation & AI Outlook | ITK With Cathie Wood
ARK Invest·2026-05-09 00:00
Wall Street is positioned for stagflation. Cathie Wood thinks they have it backwards. In this month's "In The Know," ARK Invest CEO/CIO Cathie Wood lays out a framework where we believe inflation surprises lower (not higher), the dollar rallies (not crashes), the rolling recession ends, AI drives structural deflation the bond market is only starting to price, and a 30+ year base in US capital spending just broke to the upside. Real-time inflation: ~1%. Yield curve: flattening despite oil up 57%. Housing: 1. ...