According to Odaily, ARK Invest has released a market commentary indicating that the U.S. economy has experienced a 'rolling recession' over the past three years. With high-end consumption and government spending showing signs of weakening, this phase may be nearing its end. ARK forecasts that within the next three to six months, as clarity emerges around tariffs, taxes, regulations, and monetary policy, the U.S. economy will enter a recovery phase driven by productivity improvements. This recovery could potentially lead to a broader and structurally healthier bull market.
The report highlights that current valuations of innovative assets are in the 'deep value' range. Key platforms expected to benefit include artificial intelligence, robotics, energy storage, blockchain, and multi-omics.
