2% Long-Term Interest Rates? | ITK with Cathie Wood

On episode XLIX of “In the Know,” (November 3, 2023) ARK CEO/CIO, Cathie Wood, weighs in on risks of inflation vs. deflation, currencies as flights to safety, and what’s contributing to this rolling recession. Cathie is also joined by ARK Analyst, Ali Urman, who shares exciting and hopeful news within the multi-omics space – specifically regarding gene-editing treatments for sickle-cell disease and beta thalassemia. (Please find the full video Ali references here:    • 76th Cellular, Tissue, and Gene Thera...  ).

This month we’re again responding to a few requests by supplementing this episode with charts and data to help illustrate ARK’s perspective on and outlook for the global economy.

As always, Cathie discusses fiscal policy, monetary policy, market signals, economic indicators, and innovation. We hope you find this monthly series useful, especially during periods of heightened volatility. Stay Healthy. Stay Innovative.

00:00:00 Intro
00:00:47 Cathie Intro
00:01:44 Fiscal Policy
00:04:07 US Federal Budget Deficit or Surplus as a Percent of Nominal GDP
00:07:46 Monetary Policy
00:08:18 Money Supply (M2) Growth Percent Change Year-over-Year
00:10:21 2s-10s Yield Curve Spread
00:14:50 Temporary Help Services Employment Leads Total Employment
00:15:22 National Association of Realtors Housing Affordability Index
00:16:08 US Existing Home Sales (SAAR) - Volume
00:16:50 US Auto Sales Total Annualized SAAR
00:19:30 Evercore ISI Survey Charts
00:23:34 Market Signals
00:23:52 Bloomberg Commodity Index
00:25:40 USD Index (DXY)
00:27:53 Foreign Holders of Long Term US Treasuries - Mainland China
00:30:10 Non-farm Unit Labor Costs, SA, Change Y/Y
00:31:57 Metals/Gold Ratio Against US 10 Year Treasury
00:35:43 Bitcoin (BTC)
00:37:25 Innovation & Multi-omics Sequencing
00:39:24 Ali Urman
00:42:35 Victoria Gray Shares Her Story
00:46:20 Cathie Conclusion

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