“2026 will be a 'Goldilocks' year: US real GDP growth surging toward 5%, accompanied by falling inflation — potentially outright deflation — driven by an AI-led productivity boom.”
CEO and Chief Investment Officer, ARK Invest
Said Jan 13, 2026Deadline Dec 31, 2026Benzinga, "Cathie Wood Predicts 'Goldilocks' Boom In 2026: 5% GDP With Deflation," January 13, 2026 (reporting an ARK Invest video)
Full-year 2026 real GDP growth and inflation will decide it; US growth ran 2.1% in Q1 2026 and slowed to 1.5% annualized in Q2 2026, well below the ~5% path.