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

"Wood Sister" Cathie Wood posted on the X platform that despite oil prices rising over the past three months, the yield curve remains flat, and the Federal Reserve has not monetized this energy shock. The bond market may begin to digest the deflationary impact brought by AI and technology-driven productivity improvements. Currently, the costs of AI model training and inference have dropped significantly, 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 accumulating. Inflation over the next 6 to 9 months may be lower than expected, which will have profound effects on interest rates and long-term stocks. $BNB
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