Cathie Wood: Truflation data shows that inflation has dropped to 0.86%, and the dollar may see a strong upward trend again

ARK Invest founder Cathie Wood stated that, according to Truflation data, the year-on-year consumer price inflation in the United States has dropped to 0.86%, significantly lower than the 2%-3% range maintained over the past two years. She believes there is a possibility for further declines in inflation, or even a shift to negative values, which differs from the predictions of BlackRock and PIMCO.

Cathie Wood also pointed out that although the US Dollar Index (DXY) has recently pulled back, it has not experienced a collapse. If the current government's policies enhance the return on invested capital (ROIC) in the US compared to other regions globally, the dollar may experience a strong upward trend reminiscent of the "Reaganomics" era of the 1980s.