Qhov tseeb tias 10-xyoo Treasury nws tus kheej tsis tuaj yeem ua txhaum ntau dua 3% cov ntsiab lus rau deflation, Wood hais. "Cov neeg ua lag luam uas yuav tsum muaj kev nkag siab zoo tshaj plaws rau kev nce nqi" tsis pom nws yog qhov teeb meem, nws hais.
Lub zog duas kuj tseem ua rau muaj kev ntxhov siab nyiaj txiag, vim tias cov tub ua lag luam thoob ntiaj teb tau khiav tawm cov teeb meem ntawm thaj chaw thiab nyiaj txiag rau lwm qhov, Wood hais. "Muaj kev ya mus rau kev nyab xeeb."
Cov nyiaj muaj zog txwv tsis pub muaj nyiaj txiag los ntawm kev ua US imports pheej yig dua hauv cov nqe lus nyiaj. Bloomberg Dollar Spot Index tau nce 13% xyoo dhau los.
Hauv lwm lub khw, cov nqi roj tau poob 20% hauv lub hli dhau los, thiab kub tau poob 8%. Kub yog "ib qho ntawm cov txiaj ntsig kev lag luam uas ntseeg siab tshaj plaws nyob rau ntawd," Wood hais. "Txhua lub lag luam hais tias peb twb tau poob qis lawm."
Lwm qhov tsis zoo: "Cov khoom lag luam tsim tawm yog qhov xav tsis thoob," Wood hais, hais txog Lub Hom Phiaj (TGT ) - - Tau txais Target Corporation Report thiab Walmart (WMT ) - - Tau txais Walmart Inc. Qhia ua piv txwv tseem ceeb.
Fed Pause lossis Reversal? Wood hais tias "Tag nrho cov catalysts no yuav tsum muab Fed ncua lossis ua rau muaj kev hloov pauv hauv txoj cai," Wood hais. "Ib yam dab tsi yuav tawg yog tias lawv ua raws" txoj hauv kev tam sim no.
Tau kawg, txhua yam no yog qhov zoo rau cov tuam txhab thev naus laus zis cuam tshuam uas Ark nqis peev, Wood tau hais. "Muaj ntau yam teeb meem los daws, thiab kev tsim kho tshiab daws teeb meem."
Raws li Ark cov nyiaj tau poob rau lub hlis tsis ntev los no, Wood tau tiv thaiv nws lub tswv yim los ntawm kev ceeb toom tias nws muaj tsib xyoos kev nqis peev.
Thiab cov ntaub ntawv tsib xyoos ntawm Wood's flagship Ark Innovation ETF ARKK tuaj yeem muab kev nplij siab rau cov tub ua lag luam mus txog lub Tsib Hlis 9. Cov nyiaj rov qab tsib xyoos tau yeej ntawm S&P 500 txog thaum ntawd.
Tab sis tsib xyoos rov qab los ntawm Ark Innovation tag nrho 10.26% txog rau Lub Xya Hli 11, lagging S&P 500's 11.69% rov qab los, raws li Morningstar.