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2022-02-09
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Cathie Wood: ‘We don’t have an inflation problem’<blockquote>凯西-伍德：我们没有通货膨胀问题</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":631023500,"tweetId":"631023500","gmtCreate":1644394211630,"gmtModify":1644394211843,"author":{"id":4089878444731060,"idStr":"4089878444731060","authorId":4089878444731060,"authorIdStr":"4089878444731060","name":"Adrian88","avatar":"https://static.tigerbbs.com/e6c821844139b158ef20aa398c55abd1","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":17,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Ok</p></body></html>","htmlText":"<html><head></head><body><p>Ok</p></body></html>","text":"Ok","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/631023500","repostId":2210336205,"repostType":4,"repost":{"id":"2210336205","kind":"news","pubTimestamp":1644388513,"share":"https://www.laohunote.com/m/news/2210336205?lang=zh_CN&edition=full","pubTime":"2022-02-09 14:35","market":"us","language":"en","title":"Cathie Wood: ‘We don’t have an inflation problem’<blockquote>凯西-伍德：我们没有通货膨胀问题</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2210336205","media":"Seeking Alpha","summary":"Ark Invest CEO Cathie Wood used her latest monthly market webinar Tuesday to reiterate her criticism","content":"<p><html><head></head><body>Ark Invest CEO Cathie Wood used her latest monthly market webinar Tuesday to reiterate her criticism of the financial community's focus on rising prices, stating bluntly: "We don't have an inflation problem." </p><p><blockquote><html><head></head><body>Ark Invest 首席执行官凯西·伍德 (Cathie Wood) 周二利用她最新的月度市场网络研讨会重申了她对金融界关注物价上涨的批评，直言不讳地表示：“我们没有通胀问题。”</body></html></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4aa9cf7ba62c0f5b3e95b3b4acf91d86\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"/><span>metamorworks/iStock via Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>metamorworks/iStock 来自 Getty Images</span></p></blockquote></p><p>In minimizing the threat from rising prices, the asset manager has gone against the popular consensus on inflation. To make her point, Wood highlighted two variables, productivity and the oil market.</p><p><blockquote>为了最大限度地减少价格上涨的威胁，该资产管理公司违背了人们对通货膨胀的普遍共识。为了表明自己的观点，伍德强调了两个变量：生产率和石油市场。</blockquote></p><p>Wood noted that recent unit labor cost data showed only a 0.3% increase in Q4. This moderate advance came as a result of productivity gains in the fourth quarter.</p><p><blockquote>伍德指出，最近的单位劳动力成本数据显示第四季度仅增长了0.3%。这一适度增长是第四季度生产率提高的结果。</blockquote></p><p>Wood argued that market watchers tend to undervalue you the impact of productivity gains on long-term inflation. She pointed to recent wage data that showed an approximately 5% rise in average hourly earnings. In her estimation, this figure is likely closer to a 3% increase in real terms, due to higher productivity for workers compared to last year.</p><p><blockquote>伍德认为，市场观察人士往往低估了生产率提高对长期通胀的影响。她指出，最近的工资数据显示平均时薪增长了约 5%。据她估计，由于工人的生产率比去年更高，这一数字可能更接近 3% 的实际增长。</blockquote></p><p>Wood stated: "I think not taking into account productivity is going to cause a serious miscalculation in terms of what's going to happen to inflation."</p><p><blockquote>伍德表示：“我认为不考虑生产率将会导致对通货膨胀的严重误判。”</blockquote></p><p>The second variable is oil. Wood acknowledged the fact that crude had appreciated to a level above $90/bbl. However, she contended that this spike in prices become self-correcting, as it will invite supply back into the market, eventually balancing out the inflation equation.</p><p><blockquote>第二个变量是石油。伍德承认原油已升值至90美元/桶以上的水平。然而，她认为，这种价格飙升会成为自我纠正，因为它将邀请供应回到市场，最终平衡通胀方程。</blockquote></p><p>In 2019 U.S. oil production peaked at 12.3M barrels per day according to Wood, making the country the largest energy producer globally. Wood mentioned that "it appears in 2022 we will be going up to roughly 12 million barrels per day and in 2023 up 12.6M barrels per day."</p><p><blockquote>伍德表示，2019 年美国石油产量达到每天 1230 万桶的峰值，使该国成为全球最大的能源生产国。伍德提到，“看来 2022 年我们的日产量将增至约 1200 万桶，2023 年将增至 1260 万桶。”</blockquote></p><p>Below are Wood's six actively managed ETFs, along with their YTD performance:</p><p><blockquote>以下是伍德的六只主动管理型 ETF 及其年初至今的表现：</blockquote></p><p><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> (NYSEARCA:ARKK) -23.4%, <a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a> (NYSEARCA:ARKF) -23.8%, ARK Autonomous Technology & Robotics ETF (BATS:ARKQ) -15.9%, <a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a> (NYSEARCA:ARKW) -22.1%, <a href=\"https://laohu8.com/S/ARKG\">ARK Genomic Revolution Multi-Sector ETF</a> (BATS:ARKG) -19.9%, and ARK Space Exploration ETF (BATS:ARKX) -13.3%.</p><p><blockquote><a href=\"https://laohu8.com/S/ARKK\">方舟创新ETF</a>（NYSEARCA:ARKK）-23.4%，<a href=\"https://laohu8.com/S/ARKF\">方舟金融科技创新ETF</a>(NYSEARCA:ARKF) -23.8%，ARK 自主技术与机器人 ETF (BATS:ARKQ) -15.9%，<a href=\"https://laohu8.com/S/ARKW\">方舟下一代互联网ETF</a>（NYSEARCA:ARKW）-22.1%，<a href=\"https://laohu8.com/S/ARKG\">方舟基因组革命多板块 ETF</a>(BATS:ARKG) -19.9%，方舟太空探索 ETF (BATS:ARKX) -13.3%。</blockquote></p><p>Furthermore, Wood intends to launch the ARK Venture Fund, which is aimed to provide exposure to less liquid markets through an unlisted closed-end fund.</p><p><blockquote>此外，伍德打算推出方舟风险投资基金，旨在通过非上市封闭式基金提供流动性较低的市场投资。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","collect":0,"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: ‘We don’t have an inflation problem’<blockquote>凯西-伍德：我们没有通货膨胀问题</blockquote></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; 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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: 12.5px; color: #7E829C; margin: 0;}\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: ‘We don’t have an inflation problem’<blockquote>凯西-伍德：我们没有通货膨胀问题</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2022-02-09 14:35</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Ark Invest CEO Cathie Wood used her latest monthly market webinar Tuesday to reiterate her criticism of the financial community's focus on rising prices, stating bluntly: "We don't have an inflation problem." </p><p><blockquote><html><head></head><body>Ark Invest 首席执行官凯西·伍德 (Cathie Wood) 周二利用她最新的月度市场网络研讨会重申了她对金融界关注物价上涨的批评，直言不讳地表示：“我们没有通胀问题。”</body></html></blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4aa9cf7ba62c0f5b3e95b3b4acf91d86\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"/><span>metamorworks/iStock via Getty Images</span></p><p><blockquote><p class=\"t-img-caption\"><span>metamorworks/iStock 来自 Getty Images</span></p></blockquote></p><p>In minimizing the threat from rising prices, the asset manager has gone against the popular consensus on inflation. To make her point, Wood highlighted two variables, productivity and the oil market.</p><p><blockquote>为了最大限度地减少价格上涨的威胁，该资产管理公司违背了人们对通货膨胀的普遍共识。为了表明自己的观点，伍德强调了两个变量：生产率和石油市场。</blockquote></p><p>Wood noted that recent unit labor cost data showed only a 0.3% increase in Q4. This moderate advance came as a result of productivity gains in the fourth quarter.</p><p><blockquote>伍德指出，最近的单位劳动力成本数据显示第四季度仅增长了0.3%。这一适度增长是第四季度生产率提高的结果。</blockquote></p><p>Wood argued that market watchers tend to undervalue you the impact of productivity gains on long-term inflation. She pointed to recent wage data that showed an approximately 5% rise in average hourly earnings. In her estimation, this figure is likely closer to a 3% increase in real terms, due to higher productivity for workers compared to last year.</p><p><blockquote>伍德认为，市场观察人士往往低估了生产率提高对长期通胀的影响。她指出，最近的工资数据显示平均时薪增长了约 5%。据她估计，由于工人的生产率比去年更高，这一数字可能更接近 3% 的实际增长。</blockquote></p><p>Wood stated: "I think not taking into account productivity is going to cause a serious miscalculation in terms of what's going to happen to inflation."</p><p><blockquote>伍德表示：“我认为不考虑生产率将会导致对通货膨胀的严重误判。”</blockquote></p><p>The second variable is oil. Wood acknowledged the fact that crude had appreciated to a level above $90/bbl. However, she contended that this spike in prices become self-correcting, as it will invite supply back into the market, eventually balancing out the inflation equation.</p><p><blockquote>第二个变量是石油。伍德承认原油已升值至90美元/桶以上的水平。然而，她认为，这种价格飙升会成为自我纠正，因为它将邀请供应回到市场，最终平衡通胀方程。</blockquote></p><p>In 2019 U.S. oil production peaked at 12.3M barrels per day according to Wood, making the country the largest energy producer globally. Wood mentioned that "it appears in 2022 we will be going up to roughly 12 million barrels per day and in 2023 up 12.6M barrels per day."</p><p><blockquote>伍德表示，2019 年美国石油产量达到每天 1230 万桶的峰值，使该国成为全球最大的能源生产国。伍德提到，“看来 2022 年我们的日产量将增至约 1200 万桶，2023 年将增至 1260 万桶。”</blockquote></p><p>Below are Wood's six actively managed ETFs, along with their YTD performance:</p><p><blockquote>以下是伍德的六只主动管理型 ETF 及其年初至今的表现：</blockquote></p><p><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a> (NYSEARCA:ARKK) -23.4%, <a href=\"https://laohu8.com/S/ARKF\">ARK Fintech Innovation ETF</a> (NYSEARCA:ARKF) -23.8%, ARK Autonomous Technology & Robotics ETF (BATS:ARKQ) -15.9%, <a href=\"https://laohu8.com/S/ARKW\">ARK Next Generation Internet ETF</a> (NYSEARCA:ARKW) -22.1%, <a href=\"https://laohu8.com/S/ARKG\">ARK Genomic Revolution Multi-Sector ETF</a> (BATS:ARKG) -19.9%, and ARK Space Exploration ETF (BATS:ARKX) -13.3%.</p><p><blockquote><a href=\"https://laohu8.com/S/ARKK\">方舟创新ETF</a>（NYSEARCA:ARKK）-23.4%，<a href=\"https://laohu8.com/S/ARKF\">方舟金融科技创新ETF</a>(NYSEARCA:ARKF) -23.8%，ARK 自主技术与机器人 ETF (BATS:ARKQ) -15.9%，<a href=\"https://laohu8.com/S/ARKW\">方舟下一代互联网ETF</a>（NYSEARCA:ARKW）-22.1%，<a href=\"https://laohu8.com/S/ARKG\">方舟基因组革命多板块 ETF</a>(BATS:ARKG) -19.9%，方舟太空探索 ETF (BATS:ARKX) -13.3%。</blockquote></p><p>Furthermore, Wood intends to launch the ARK Venture Fund, which is aimed to provide exposure to less liquid markets through an unlisted closed-end fund.</p><p><blockquote>此外，伍德打算推出方舟风险投资基金，旨在通过非上市封闭式基金提供流动性较低的市场投资。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3797442-cathie-wood-we-dont-have-an-inflation-problem\">Seeking Alpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKW":"ARK Next Generation Internet ETF","ARKG":"ARK Genomic Revolution ETF",".SPX":"S&P 500 Index","ARKQ":"ARK Autonomous Technology & Robotics ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","ARKF":"ARK Fintech Innovation ETF","ARKK":"ARK Innovation ETF"},"source_url":"https://seekingalpha.com/news/3797442-cathie-wood-we-dont-have-an-inflation-problem","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2210336205","content_text":"Ark Invest CEO Cathie Wood used her latest monthly market webinar Tuesday to reiterate her criticism of the financial community's focus on rising prices, stating bluntly: \"We don't have an inflation problem.\" metamorworks/iStock via Getty ImagesIn minimizing the threat from rising prices, the asset manager has gone against the popular consensus on inflation. To make her point, Wood highlighted two variables, productivity and the oil market.Wood noted that recent unit labor cost data showed only a 0.3% increase in Q4. This moderate advance came as a result of productivity gains in the fourth quarter.Wood argued that market watchers tend to undervalue you the impact of productivity gains on long-term inflation. She pointed to recent wage data that showed an approximately 5% rise in average hourly earnings. In her estimation, this figure is likely closer to a 3% increase in real terms, due to higher productivity for workers compared to last year.Wood stated: \"I think not taking into account productivity is going to cause a serious miscalculation in terms of what's going to happen to inflation.\"The second variable is oil. Wood acknowledged the fact that crude had appreciated to a level above $90/bbl. However, she contended that this spike in prices become self-correcting, as it will invite supply back into the market, eventually balancing out the inflation equation.In 2019 U.S. oil production peaked at 12.3M barrels per day according to Wood, making the country the largest energy producer globally. Wood mentioned that \"it appears in 2022 we will be going up to roughly 12 million barrels per day and in 2023 up 12.6M barrels per day.\"Below are Wood's six actively managed ETFs, along with their YTD performance:ARK Innovation ETF (NYSEARCA:ARKK) -23.4%, ARK Fintech Innovation ETF (NYSEARCA:ARKF) -23.8%, ARK Autonomous Technology & Robotics ETF (BATS:ARKQ) -15.9%, ARK Next Generation Internet ETF (NYSEARCA:ARKW) -22.1%, ARK Genomic Revolution Multi-Sector ETF (BATS:ARKG) -19.9%, and ARK Space Exploration ETF (BATS:ARKX) -13.3%.Furthermore, Wood intends to launch the ARK Venture Fund, which is aimed to provide exposure to less liquid markets through an unlisted closed-end fund.","news_type":1,"symbols_score_info":{"ARKG":0.9,"ARKW":0.9,"ARKF":0.9,".IXIC":0.9,"ARKK":0.9,".DJI":0.9,"ARKQ":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3329,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/631023500"}
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