Market Outlook

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The fixed income market is leading the Fed. The 10-year treasury yield, which peaked last October at 4.3% is down to 3.5%. So that's corroborating that we've entered more of a risk-on market. When it comes to crypto, Bitcoin has had a spectacular start to the year,. It's more aligned with innovation strategy's performance. And so up 39%, but it is down 39% on a year over year basis.

On today’s episode of FYI, we will be featuring last week’s episode of In The Know, a monthly video series on which ARK CEO and CIO Cathie Wood discusses fiscal policy, monetary policy, market signals, economic indicators, and innovation. On this specific episode, Cathie weighs in on M2 growth, interest rates, inflation, auto sales, and bitcoin. Additionally, she highlights ARK’s Big Ideas 2023.

“We’ve grown up in a linear world really the last 50 years, and if were right that we’re entering into an exponential growth world, then real GDP growth should kick up here.” – @CathieDWood

The Big Ideas highlighted in this year’s report include: