logo

Cathie Wood: Market Misjudging Inflation Trajectory, Inflation Data May Be Below Market Expectations

By: theblockbeats.news|2026/01/18 17:30:15
0
Share
copy

BlockBeats News, January 18th, ARK Invest founder Cathie Wood stated, "The experience of the past few years tells us that the trend of declining inflation has been very clear. However, inflation has remained stagnant in the official report data. Many people are wondering, with current market valuations close to historical highs, if this looks like a prelude to a pullback. Looking back at history, starting from the 1990s until around 1997, and the early 2000s, during the process of declining valuation multiples, the market still experienced very strong gains. We must assume that valuations will be compressed, and this compression assumption is included in the bottom-up analysis of each company."

Nevertheless, we remain fairly optimistic about the inflation outlook for several main reasons: first is oil prices, and second is housing prices. You can see that homebuilder KB Home has already reduced home prices by 7%, with other companies following suit. In addition, there is a significant improvement in productivity, and unit labor costs are decreasing significantly. Therefore, there are currently multiple deflationary pressures. The last factor I want to mention is technology."

Our focus is entirely on technology-driven innovation, covering robotics, energy storage, artificial intelligence (especially), blockchain technology, and multiomic sequencing in the healthcare field. We believe that inflation data is likely to be lower than market expectations."

You may also like

Naval personally takes the stage: The historic collision between ordinary people and venture capital

Naval personally stepped in as the chairman of the USVC Investment Committee. This SEC-registered fund launched by AngelList attempts to bring top private tech assets like OpenAI, Anthropic, and xAI to the general public with a $500 entry threshold. It is not just a new fund, but a structural experi...

a16z Crypto: 9 Charts to Understand the Evolution Trends of Stablecoins

Stablecoins are evolving from trading tools into universal payment infrastructure, and this process is quieter and more thorough than most people expected.

Refutation of Yang Haipo's "The End of Cryptocurrency"

This may be the true test of cryptocurrency. It's not about whether the price has reached a new high, nor about who will achieve financial freedom in the next bull market, but rather whether, after all the grand narratives have been washed away by cycles, it can still leave behind some simpler, more...

Can a hairdryer earn $34,000? Interpreting the reflexivity paradox of prediction markets

Prediction markets are essentially betting on reality, and when participants can access or even influence this path earlier, the market no longer just reflects reality but begins to shape it in return.

6MV Founder: In 2026, the "landmark turning point" for crypto investment has arrived

"I will deploy funds in 2026, so I will tell you this is the best year in history."

Abraxas Capital Mints $2.89 Billion USDT: Liquidity Boost or Just More Stablecoin Arbitrage?

Abraxas Capital just received $2.89 billion in freshly minted USDT from Tether. Is this a bullish liquidity injection for crypto markets, or is it business as usual for a stablecoin arbitrage giant? We analyze the data and the likely impact on Bitcoin, altcoins, and DeFi.

Popular coins

Latest Crypto News

Read more