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On episode LXV of "In the Know," (March 7, 2025) ARK CEO/CIO, Cathie Wood, highlights the importance of looking beyond short-term volatility as tech advancements and deregulation could fuel a productivity boom.
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.
0:00:00 Intro
0:01:00 Economic Overview
0:20:32 Federal Budget Deficit Or Surplus Percent Of Nominal GDP
0:22:28 Sources of federal revenues since 1790
0:23:34 M2 Money Supply vs CPI Inflation
0:25:33 Velocity Of M2 Money Supply
0:26:52 Velocity Of M2 Money Supply YOY Percent Change
0:29:29 Consumer Sentiment Index University of Michigan
0:30:24 Expected Inflation Rate 1 Year Ahead University of Michigan
0:30:52 Expected Inflation Rate 5-10 Years Ahead University of Michigan
0:32:00 Average Weekly Hours Worked
0:33:06 Existing Home Sales SAAR
0:36:31 US Net Income Noncorporate Divided By Corporate
0:37:41 Yield Curve 10-Year Treasury Yield Minus 2-Year
0:38:43 10-Year Treasury Vs Short Term Government Yield
0:41:06 Bloomberg Commodity Index
0:41:37 US Dollar Index (DXY)
0:42:10 Metals/Gold Ratio Vs US 10-Year Treasury Yield
0:43:09 BarCap US Corp High Yi
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2025/03/08
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