Cathie Wood Predicts 'Goldilocks' Boom In 2026: 5% GDP With Deflation, Calls Bitcoin 'Ultimate Diversifier' For Portfolios

Benzinga01-13

ARK Invest CEO Cathie Wood is calling for an economic “Goldilocks” scenario in 2026, forecasting real GDP growth surging toward 5%, accompanied by falling inflation—and potentially outright deflation—...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2603763505?lang=en_US&edition=fundamental","thumbnail":"https://www.benzinga.com/files/images/story/2026/01/13/Whats-Happening-With-MSTR-Currently-.jpeg","is_english":true,"pubTime":"2026-01-13 15:46","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2603763505","market":"us","top_or_hot":-1,"title":"Cathie Wood Predicts 'Goldilocks' Boom In 2026: 5% GDP With Deflation, Calls Bitcoin 'Ultimate Diversifier' For Portfolios","media":"Benzinga","content":"<div>\n<p>ARK Invest CEO Cathie Wood is calling for an economic “Goldilocks” scenario in 2026, forecasting real GDP growth surging toward 5%, accompanied by falling inflation—and potentially outright deflation—...</p>\n\n<a href=\"https://www.benzinga.com/markets/economic-data/26/01/49866250/cathie-wood-predicts-goldilocks-boom-in-2026-5-gdp-with-deflation-calls-bitcoin-ultimate-diversifier-for-portfolios\">Source Link</a>\n\n</div>\n","source":"Benzinga","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood Predicts 'Goldilocks' Boom In 2026: 5% GDP With Deflation, Calls Bitcoin 'Ultimate Diversifier' For Portfolios</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCathie Wood Predicts 'Goldilocks' Boom In 2026: 5% GDP With Deflation, Calls Bitcoin 'Ultimate Diversifier' For Portfolios\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-13 15:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/economic-data/26/01/49866250/cathie-wood-predicts-goldilocks-boom-in-2026-5-gdp-with-deflation-calls-bitcoin-ultimate-diversifier-for-portfolios><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ARK Invest CEO Cathie Wood is calling for an economic “Goldilocks” scenario in 2026, forecasting real GDP growth surging toward 5%, accompanied by falling inflation—and potentially outright deflation—...</p>\n\n<a href=\"https://www.benzinga.com/markets/economic-data/26/01/49866250/cathie-wood-predicts-goldilocks-boom-in-2026-5-gdp-with-deflation-calls-bitcoin-ultimate-diversifier-for-portfolios\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4504","symbol_name":"桥水持仓","start_time":0,"source_url":"https://www.benzinga.com/markets/economic-data/26/01/49866250/cathie-wood-predicts-goldilocks-boom-in-2026-5-gdp-with-deflation-calls-bitcoin-ultimate-diversifier-for-portfolios","article_id":"2603763505","we_media_id":null,"thumbnails":["https://www.benzinga.com/files/images/story/2026/01/13/Whats-Happening-With-MSTR-Currently-.jpeg"],"rights":{"source":"Benzinga","url":"https://www.benzinga.com/markets/economic-data/26/01/49866250/cathie-wood-predicts-goldilocks-boom-in-2026-5-gdp-with-deflation-calls-bitcoin-ultimate-diversifier-for-portfolios","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2603763505","pubTimestamp":1768290406,"columns":[],"sourceInfo":{"source_id":"Benzinga","name":"Benzinga Cypto"},"weMediaInfo":null,"summary":"ARK Invest CEO Cathie Wood is calling for an economic “Goldilocks” scenario in 2026, forecasting real GDP growth surging toward 5%, accompanied by falling inflation—and potentially outright deflation—driven by an ","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4504":"桥水持仓","BK4596":"哈里斯概念","BK4559":"巴菲特持仓","UPRO":"三倍做多标普500ETF-ProShares","SSO":"2倍做多标普500ETF-ProShares","SDS":"两倍做空标普500 ETF-ProShares","BK4593":"纳斯达克ETF","BK4088":"住宅建筑","BK4588":"碎股","ARKK":"ARK Innovation ETF","BK4550":"红杉资本持仓","BK4594":"比特币ETF概念","BK4601":"加密货币现货ETF","OEX":"标普100","BK4581":"高盛持仓","OEF":"标普100指数ETF-iShares","IVV":"标普500ETF-iShares","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","BK4561":"索罗斯持仓","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","VOO":"Vanguard标普500ETF","BTC":"Grayscale Bitcoin Mini Trust","SH":"做空标普500-Proshares","BK4544":"ARK ETF合集","SPXU":"三倍做空标普500ETF-ProShares"},"translate_title":"凯西·伍德(Cathie Wood)预测2026年“金发姑娘”繁荣：GDP增长5%，但通货紧缩，评级·比特币(Bill Gross)是投资组合的“终极多元化者”","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MESmain":0.6,"BTC":1.94,"ARKK":1.87,"ESmain":0.6,"OEF":0.6,"SH":0.6,"SPXU":0.6,"SDS":0.6,"VOO":0.71,"IVV":0.6,"UPRO":0.6,"SSO":0.6,"OEX":0.6},"content_text":"ARK Invest CEO Cathie Wood is calling for an economic “Goldilocks” scenario in 2026, forecasting real GDP growth surging toward 5%, accompanied by falling inflation—and potentially outright deflation—driven by an AI-led productivity boom.‘Goldilocks’ ReturnIn a latest ARK Invest video, Wood argued that the U.S. economy is exiting a three-year “rolling recession” that quietly battered housing and manufacturing.Citing recent data showing real GDP growth already topping 4% in late 2025, she expects this momentum to accelerate.Contrary to consensus fears that rapid growth triggers inflation, Wood posits that the current surge is fueled by technology and productivity, which are inherently deflationary.She highlighted declining oil prices, which could drop another 20-25%, and falling unit labor costs as key indicators that inflation will surprise to the downside, potentially turning negative.“Growth does not cause inflation,” Wood stated. “Productivity-driven growth is associated with falling inflation. We think we are going back to the Goldilocks environment of the 80s and 90s.”Housing Rebound & Policy SupportWood remains bullish on a housing recovery, bolstered by President Trump's announcement of a $200 billion mortgage bond purchase program aimed at lowering interest rates.She noted that while homebuilders like Lennar Corp. (NYSE:LEN) and KB Home (NYSE:KBH) have begun cutting prices to clear inventory, improving affordability and lower rates should drive a significant rebound in residential real estate.Bitcoin As A Fiduciary DutyAddressing asset allocation, Wood drew a sharp distinction between Gold and Bitcoin (CRYPTO: BTC). While suggesting Gold prices may have reached “irrational exuberance” relative to money supply, she championed Bitcoin as the “ultimate diversifier.”Wood presented data showing Bitcoin's correlation to traditional asset classes—including stocks, bonds, and gold—remains near zero.Consequently, she argued that asset allocators now have a “fiduciary duty” to consider crypto assets to optimize portfolio risk and returns.Stocks Remain Positive In 2026 So FarThe S&P 500 and Dow Jones indices have gained 1.44% and 3.09%, respectively, on a year-to-date basis. The Nasdaq 100 index, on the other hand, has risen by 1.03% in the same period.The SPDR S&P 500 ETF Trust (NYSE:SPY) and Invesco QQQ Trust ETF (NASDAQ:QQQ), which track the S&P 500 index and Nasdaq 100 index, respectively, closed higher on Monday. The SPY was up 0.16% at $695.16, while the QQQ advanced 0.083% to $627.17, according to Benzinga Pro data.The futures of the S&P 500, Nasdaq 100, and Dow Jones indices were trading lower on Tuesday.Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.Photo courtesy: Shutterstock$BTCBitcoin$91822.000.69%OverviewKBHKB Home$61.71-%LENLennar Corp$121.320.35%QQQInvesco QQQ Trust, Series 1$625.42-0.28%SPYSPDR S&P 500$693.87-0.19%Market News and Data brought to you by Benzinga APIs© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2603763505","isCrawlerRequest":true}