TechFlow News, May 9: Cathie Wood, founder of ARK Invest, stated that the current bond market is beginning to price in the deflationary impact brought about by 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 momentum. Cathie Wood forecasts that inflation may unexpectedly decline over the next six to nine months; 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.
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