âđ CATHIE WOODâS BOLD BET: 0% Inflation by 2026?
âThe "Queen of the Bull Market" is back with her most controversial prediction yet. While most of Wall Street is braced for "higher for longer," ARK Investâs Cathie Wood is calling for a Goldilocks Year in 2026âone where inflation doesn't just slow down, it hits zero.
âWhy the "Golden Year" is coming:
âThe Tech Deflation Wave: Wood argues that the convergence of AI, Robotics, and Energy Storage is a massive "deflationary force" that will slash the costs of everything we buy.
âThe Rent & Oil Collapse: With shelter costs finally cooling and energy demand shifting, she believes the two biggest drivers of CPI are about to fall off a cliff.
âPolicy Boost: Sheâs betting that deregulation and tax cuts will spark a productivity boom, allowing the economy to roar without triggering price hikes.
âđ° The High-Stakes Outcome:
âIf Wood is right, we are heading toward a massive "repair cycle" for the markets. A 0% inflation environment would likely force the Fed to slash interest rates, potentially fueling a historic rally for high-growth innovation stocks.
ââ ïž The Reality Check:
âIs this a visionary call or an outlier? Many economists warn that tariffs and geopolitical tension could keep prices sticky, making 0% a "bridge too far."
