Recently, Ark Invest founder Cathie Wood shared her insights on the current economic situation in the United States during an interview program. Despite the numerous challenges the U.S. faces, such as government shutdowns, a sluggish job market, and increased tariffs, Wood believes that the resilience shown by the market far exceeds expectations. She even boldly predicts that the U.S. is heading towards an economically prosperous period driven by productivity, rather than falling into stagflation or recession.

Wood analyzed the impact of the government shutdown. In the short term, this will affect employment, potentially leading to the elimination of up to 150,000 government jobs. However, in the long run, this could be an opportunity to enhance administrative efficiency and control fiscal spending, ultimately potentially alleviating the burden on the economy. Against this backdrop, Wood expects the likelihood of the Federal Reserve cutting interest rates again before the end of the year to significantly increase.

Regarding fiscal policy, Wood particularly emphasized the significant changes brought about by corporate tax reform. She expects the effective corporate tax rate to drop from around 14% to about 10%, a level that is even lower than some traditionally low-tax regions. Wood believes this will become a key advantage in attracting global investment and is likely to enhance the overall return on investment in the United States.

Wood's perspective provides us with a unique view that allows us to examine the future direction of the U.S. economy from a macro perspective. However, we also need to recognize that economic development is influenced by multiple factors, and the actual situation may change over time. Investors must still carefully consider various possibilities and comprehensively assess risks when making decisions.