ARK Invest CEO Cathie Wood is calling for an economic “Goldilocks” scenario in 2026, forecasting real GDP growth surging toward 5%, accompanied by falling inflation—and potentially outright deflation—driven by an AI-led productivity boom.

‘Goldilocks’ Return

In a latest ARK Invest video, Wood argued that the U.S. economy is exiting a three-year “rolling recession” that quietly battered housing and manufacturing.

Citing recent data showing real GDP growth already topping 4% in late 2025, she expects this momentum to accelerate.

Contrary to consensus fears that rapid growth triggers inflation, Wood posits that the current surge is fueled by technology and productivity, which…

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