Cathie Wood: Inflation may be lower than expected in the next 6 to 9 months
Cathie Wood posted on X platform that despite the rise in oil prices, the yield curve remains flat and the Federal Reserve has not monetized energy shocks. She pointed out that the bond market may begin to digest the deflationary impact driven by AI and technology, with current AI model training and inference costs decreasing, productivity growth accelerating, and low unit labor costs. Despite market attention on high inflation, deflationary forces related to innovation are accumulating, and it is expected that inflation may be lower than expected in the next 6 to 9 months.