Wall Street · Federal Reserve (FED) · Crypto Briefing
ARK’s Cathie Wood counters Bill Ackman’s inflation warning
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Wood argues rising rates reflect real growth and that collapsing AI costs point toward benign deflation, not an inflationary spiral.
Key facts
- It started on September 25, 2026, when Ackman posted on X about the Fed’s 25 basis point rate increase
- She said the current 10-year Treasury yield sits at its median dating back to 1790
- And 90% of global data center financing is directed toward the United States
- Two of Wall Street’s loudest voices are arguing about the same question: does AI break the Federal Reserve’s playbook
Summary
Two of Wall Street’s loudest voices are arguing about the same question: does AI break the Federal Reserve’s playbook? The ARK Invest CEO and CIO pushed back on Ackman’s warning that the Fed’s September rate hike could backfire. It started on September 25, 2026, when Ackman posted on X about the Fed’s 25 basis point rate increase. Ackman’s concern is that AI spending may not respond to that brake pedal.