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2022-02-09

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>

Ark Invest CEO Cathie Wood used her latest monthly market webinar Tuesday to reiterate her criticism

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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To make her point, Wood highlighted two variables, productivity and the oil market.<blockquote>在尽量减少物价上涨的威胁方面，这家资产管理公司违背了人们对通胀的普遍共识。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>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.<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%。这一温和增长是第四季度生产率提高的结果。</blockquote>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.<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有所提高，这一数字可能更接近3%的实际增长。</blockquote>Wood stated: &#34;I think not taking into account productivity is going to cause a serious miscalculation in terms of what&#39;s going to happen to inflation.&#34;<blockquote>伍德表示：“我认为，不考虑生产率将导致对通货膨胀的严重误判。”</blockquote>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.<blockquote>第二个变量是石油。伍德承认原油已经升值到90美元/桶以上的事实。然而，她认为，这种价格飙升会自我纠正，因为它将邀请供应重返市场，最终平衡通胀等式。</blockquote>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 &#34;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.&#34;<blockquote>伍德表示，2019年美国石油产量达到峰值1230万桶/日，使该国成为全球最大的能源生产国。伍德提到，“看来2022年我们的产量将增至约1200万桶/日，2023年将增至1260万桶/日。”</blockquote>Below are Wood&#39;s six actively managed ETFs, along with their YTD performance:<blockquote>以下是Wood的六只主动管理型ETF及其年初至今的表现：</blockquote><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 &amp; 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%.<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>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.<blockquote>此外，伍德打算推出方舟风险基金，旨在通过非上市封闭式基金提供对流动性较差市场的投资。</blockquote></body></html><blockquote></blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\nSeeking Alpha2022-02-09 14:35\n\n</h4>\n</header>\n<article>\n<html><head></head><body>Ark Invest CEO Cathie Wood used her latest monthly market webinar Tuesday to reiterate her criticism of the financial community&#39;s focus on rising prices, stating bluntly: &#34;We don&#39;t have an inflation problem.&#34; <blockquote><html><head></head><body>Ark Invest首席执行官Cathie Wood周二在最新的月度市场网络研讨会上重申了她对金融界关注物价上涨的批评，并直言不讳地表示：“我们没有通胀问题。”</body></html></blockquote><img src=\"https://static.tigerbbs.com/4aa9cf7ba62c0f5b3e95b3b4acf91d86\" tg-width=\"1536\" tg-height=\"864\" width=\"100%\" height=\"auto\"/>metamorworks/iStock via Getty Images<blockquote>metamorworks/iStock来自Getty Images</blockquote>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.<blockquote>在尽量减少物价上涨的威胁方面，这家资产管理公司违背了人们对通胀的普遍共识。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>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.<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%。这一温和增长是第四季度生产率提高的结果。</blockquote>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.<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有所提高，这一数字可能更接近3%的实际增长。</blockquote>Wood stated: &#34;I think not taking into account productivity is going to cause a serious miscalculation in terms of what&#39;s going to happen to inflation.&#34;<blockquote>伍德表示：“我认为，不考虑生产率将导致对通货膨胀的严重误判。”</blockquote>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.<blockquote>第二个变量是石油。伍德承认原油已经升值到90美元/桶以上的事实。然而，她认为，这种价格飙升会自我纠正，因为它将邀请供应重返市场，最终平衡通胀等式。</blockquote>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 &#34;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.&#34;<blockquote>伍德表示，2019年美国石油产量达到峰值1230万桶/日，使该国成为全球最大的能源生产国。伍德提到，“看来2022年我们的产量将增至约1200万桶/日，2023年将增至1260万桶/日。”</blockquote>Below are Wood&#39;s six actively managed ETFs, along with their YTD performance:<blockquote>以下是Wood的六只主动管理型ETF及其年初至今的表现：</blockquote><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 &amp; 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%.<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>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.<blockquote>此外，伍德打算推出方舟风险基金，旨在通过非上市封闭式基金提供对流动性较差市场的投资。</blockquote></body></html><blockquote></blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://seekingalpha.com/news/3797442-cathie-wood-we-dont-have-an-inflation-problem\">Seeking Alpha</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKG":"ARK Genomic Revolution ETF",".SPX":"S&P 500 Index",".DJI":"道琼斯","ARKK":"ARK Innovation ETF","ARKW":"ARK Next Generation Internet ETF","ARKF":"ARK Fintech Innovation ETF",".IXIC":"NASDAQ Composite","ARKQ":"ARK Autonomous Technology & Robotics 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":{".SPX":0.9,"ARKQ":0.9,"ARKF":0.9,"ARKG":0.9,".IXIC":0.9,"ARKW":0.9,"ARKK":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2570,"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,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}