Cathie Wood: US Treasury yields at historical median, AI inference costs plunge sharply

PANews reported on October 3 that, according to analysis by Cathie Wood, CEO and Chief Investment Officer of ARK Investment Management, in the latest episode of "In The Know," the current 10-year US Treasury yield is at the historical median level for the United States, and the truly anomalous period is not 2026 but the 1970s through the 1990s.

Responding to Bill Ackman's views on interest costs and inflation, Cathie Wood noted that AI inference costs have achieved a 99.99% annual decline, which will have a profound impact on overall economic prices. In addition, the current money growth rate is close to 5.7% but has not yet shown up in inflation data. She also mentioned that 90% of global data center financing flows to the United States, and emphasized the important indicative significance of credit default swap (CDS) charts for hyperscale data centers. At the same time, she observed that gold prices peaked when President Trump nominated Kevin Warsh to serve as Federal Reserve Chair.