Cathie Wood: The deflationary forces driven by innovation are gathering, and inflation may be lower than expected in the next 6 to 9 months

ChainCatcher Message, “Wood姐” Cathie Wood posted on X platform stating that despite oil prices rising over the past three months, the yield curve remains persistently flat, and the Federal Reserve has not monetized this energy shock. The bond market may begin to digest the deflationary effects brought about by AI and technology-driven productivity improvements. Currently, the costs of AI model training and inference have significantly decreased, productivity growth is accelerating, and unit labor costs remain subdued.

Although the current market narrative focuses on tariffs, deficits, and structural high inflation, underlying signals indicate that deflationary forces related to innovation are gathering. It is expected that inflation over the next 6 to 9 months may be lower than expected, which will have profound impacts on interest rates and long-term stocks.