Cathie Wood: The deflationary impact of AI is reshaping the macroeconomy; inflation over the next 6–9 months may fall below expectations

ARK Invest founder Cathie Wood stated that the current bond market is beginning to price in the deflationary impact of AI and technological innovation. She noted that as the costs of training and inference for AI models decline significantly, underlying productivity is accelerating, and “disinflationary” forces linked to innovation are building. Cathie Wood forecasts that inflation could unexpectedly fall over the next 6 to 9 months, and that markets currently underestimate both the speed and scale at which technological innovation is reshaping the macroeconomic environment—a trend expected to have profound implications for future interest rate movements.