ARK Invest: Rolling recession may end, innovation driven economy and market may usher in a new round of explosion

2025-05-01 03:09

Odaily Planet Daily News: ARK Invest has released its latest market commentary stating that the US economy has experienced a three-year "rolling recession", which may come to an end against the backdrop of weakening high-end consumption and government spending. ARK predicts that in the next three to six months, as tariffs, taxes, regulations, and monetary policies become clearer, the US economy will enter a recovery phase driven by increased productivity and may initiate a broader, structurally healthier bull market. The report points out that the current valuation of innovative assets is already in the "deep value" range, and platforms such as artificial intelligence, robotics, energy storage, blockchain, and multi omics will be the main beneficiaries.

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