Have We Narrowly Avoided A Recession? | ITK With Cathie Wood

Video Description

On episode LXIII of "In the Know," (January 10, 2025) ARK CEO/CIO, Cathie Wood, discusses the macroeconomic landscape, focusing on employment trends, inflation, productivity, and market uncertainties. She highlights the strong employment report, the mixed signals in consumer sentiment, and the implications of productivity gains on economic growth. 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 0:09:27 Federal Budget Deficit Or Surplus Percent of Nominal GDP 0:11:26 GDP Response To Two Different Austerity Plans 0:12:45 Real GDP Vs. Productivity 0:16:03 USD Index (DXY) 0:16:57 M2 Money Supply vs CPI Inflation 0:18:59 Yield Curve 10-Year Treasury Yield Minus 2-Year 0:21:04 10-Year And 2-Year Treasury Yield History 0:22:04 10-Year And 2-Year Treasury Yield History: Early 1990s 0:23:06 Consumer Expectations vs Current Conditions University of Michigan 0:23:35 Expected Inflation Rates University of Michigan 0:26:14 Unemployment Level - Permanent Job Losers 0:27:31 US Net Income Noncorporate Divided By Corporate 0:28:05 US Nonfin Corporate Business Interest Expense 0:28:57 S&P Operating Earnings Per Share 0:30:54 Bloomberg Commodity Price Index 0:31:29 Metals/Gold Ratio vs US 10-Year Treasury Yield 0:33:27 China 10-Year Government Bond Yield 0:36:48 S&P 500 Price to Gold Ratio 0:37:28 S&P 500 Price to WTI Crude Oil 0:38:33 Bitcoin to Gold Ratio 0:40:32 Outro To learn more about ARK: https://arkinv.st/ARKInvest For more updates, follow us on: - Twitter: https://arkinv.st/Twitter - LinkedIn: https://arkinv.st/LinkedIn - Facebook: https://arkinv.st/Facebook - Instagram: https://arkinv.st/Instagram Disclosure: http://arkinv.st/39rzF94