ARK Invest: Rolling Recession May End, Innovation-Driven Economy and Market Could See a New Boom

Odaily Planet Daily News: ARK Invest released its latest market commentary, pointing out that the U.S. economy has experienced a three-year "rolling recession." With high-end consumption and government spending starting to weaken, this phase may be coming to an end. ARK expects that in the next three to six months, as tariffs, taxes, regulations, and monetary policy become clearer, the U.S. economy will enter a recovery phase driven by productivity improvements, potentially initiating a broader, structurally healthier bull market. The report notes that current valuations of innovative assets are in the "deep value" range, with platforms such as artificial intelligence, robotics, energy storage, blockchain, and multi-omics being the main beneficiaries.