Coiled..

 

ARK Invest CEO and CIO Cathie Wood forecasts a "Goldilocks" economic boom and a "golden age" for U.S. equities, driven by an artificial intelligence and productivity revolution.

Cathie Wood predicts the U.S. economy is a "coiled spring" poised for a powerful "Goldilocks" economic boom and a golden age for equities in 2026.

GDP Growth: Real gross domestic product (GDP) growth surging toward 5%, with nominal GDP growth expected between 6% and 8%.


Inflation and Deflation: Falling inflation, with conditions potentially leading to near-zero inflation or even deflation as costs drop
.


Productivity Boom: Accelerated productivity growth of 4% to 6% annually driven by advancements in artificial intelligence (AI), robotics, and energy technology.

Market Drivers: A sharp economic rebound fueled by deregulation, tax cuts, lower interest rates, and accelerated corporate depreciation.


Sector Rebound: Recovery from a multi-year "rolling recession" that previously squeezed housing, manufacturing, and non-AI investments.