āš CATHIE WOODāS BOLD BET: 0% Inflation by 2026?
āThe "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 Investās Cathie Wood is calling for a Goldilocks Year in 2026āone where inflation doesn't just slow down, it hits zero.
āWhy the "Golden Year" is coming:
āThe 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.
āThe 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.
āPolicy Boost: Sheās betting that deregulation and tax cuts will spark a productivity boom, allowing the economy to roar without triggering price hikes.
āš° The High-Stakes Outcome:
āIf 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.
āā ļø The Reality Check:
āIs 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."
