ilmscore | AI, Tax Cuts & A New Bull Market?| ITK With Cathie Wood

AI, Tax Cuts & A New Bull Market?| ITK With Cathie Wood

Published: 2025-12-05
Status: Analyzed

Predictions from this Video

Total: 10
Correct: 1
Incorrect: 0
Pending: 9
Prediction
Topic
Status
Predicted that inflation will decrease due to outsized and sustainable productivity gains from converging technologies, leading to deflation.
"inflation comes down mostly because of productivity gains. uh and as you know we think that the productivity gains in this cycle are going to be outsized and sustainable thanks to the convergence of all of the technologies around which we've centered our research so robotics... we think is going to be highly deflationary..."
Economy / Inflation
Pending
Predicted that the current bull market, built on a 'wall of worry,' will be strong and durable.
"walls of worry, bull markets built on walls of worry tend to be the strongest and most durable bull markets."
Equity Market
Pending
Predicted that disposable personal income growth will increase to a 10% annualized rate with tax relief.
"disposable personal income so that includes inflation... was going to annualize uh in terms of growth at a 4% rate with tax uh with tax relief that will be a 10% annualized rate"
Income / Economy
Pending
Predicted that real disposable personal income growth will be roughly 8% at an annual rate with tax relief.
"real disposable personal income. So that takes away inflation. What's the real gain in income? Uh it looks like that's going to be with tax relief roughly 8% at an annual rate."
Income / Economy
Pending
Predicted that inflation will surprise on the low side of expectations as tariffs work through the system.
"we think in the next as tariffs work through the system that uh the surprise is going to be on the low side of expectations"
Inflation
Pending
Predicted an 80-90% probability of a Fed rate cut on December 10, 2025.
"we do think the odds are 80 90% for a cut on December 10th"
Monetary Policy / Interest Rates
Correct
Predicted that a non-steepening yield curve, despite falling short and long rates, will indicate deflationary undercurrents.
"if short rates uh and long rates come down. But this yield curve uh does not steepen anymore. Um I think it will be telegraphing that there are deflationary undercurrens out there"
Economy / Yield Curve
Pending
Predicted that the US trade deficit will not improve as the US economy grows faster than other developed economies, leading to imports exceeding exports.
"if we're right on what's going to happen here, where the US economy is going to grow faster than most other developed economies around the world, this probably will not get any better. Import growth will exceed export growth."
Trade Deficit / US Economy
Pending
Predicted that the S&P to gold ratio will test current levels and then move upwards.
"we think it will test and the next move will be up. Test well and the next move will be up."
SPX, XAU
Pending
Predicted that the Bitcoin to gold ratio will resume its uptrend.
"if we are right we believe uh that that that uh the Bitcoin to gold ratio will resume its uptrend"
BTC, XAU
Pending