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Open original source ↗In our view, the market is discounting the last leg of a rolling recession, which will give the Trump Administration and the Powell Fed many more degrees of freedom than investors expect, setting up the US economy for a deflationary boom in the second half of this year!
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Markets are at a turning point. With tax cuts, tariffs, and shifting monetary policy, where is the economy headed? @CathieDWood unpacks the data and what it means for investors on this month's "In The Know." Watch. https://t.co/jHwCWb4BYl
ARKInvest ↗