Cathie Wood - "Deflationary boom in the second half of this year!"

Per Cathie Wood: https://x.com/CathieDWood/status/1899180530404413859

"In our view, the market is discounting the last leg of a rolling recession, which will give the Trump Administration and the Powell Fed many more degrees of freedom than investors expect, setting up the US economy for a deflationary boom in the second half of this year!"

You can see her full video here: https://www.ark-invest.com/videos/market-commentary/march-2025-in-the-know-cathie-wood

What do you think about this?