CATHIE WOOD: 2026 COULD BE A GOLDILOCKS YEAR
#Cathie Wood says the #market may be underestimating how different next year could look.
Her view is that markets have already absorbed two major shocks this year -- tariff turmoil, a #government shutdown, and persistent hawkish Fed rhetoric. Despite all that, price action held up better than many expected.
That’s why she sees growing optimism for 2026. If her thesis plays out, growth accelerates while inflation drops sharply. And she didn’t mince words -- she said inflation could even fall to zero or below zero if oil and rents continue to decline.
It’s a macro reset thesis. #Strong growth with falling inflation is the setup markets love, especially after years of tightening and uncertainty.
If inflation really breaks lower while #growth holds, risk assets will price that in fast. That’s the signal she’s watching.$BTC
