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CoinVoice has recently learned that ARK Invest has released its latest market commentary, indicating that the U.S. economy has experienced three years of a "rolling recession". Against the backdrop of weakening high-end consumer spending and government expenditures, this phase may come to an end.
ARK expects that in the next three to six months, as tariffs, taxes, regulations, and monetary policy become clearer, the US economy will enter a recovery phase driven by productivity improvements, and may initiate a broader and structurally healthier bull market.
The report points out that the current valuation of innovative assets is in the "deep value" range, with artificial intelligence, robotics, energy storage, blockchain, and multi-omics platforms being the main beneficiaries.