BlackRock: when the US economy has not returned to full capacity and inflation is caused by supply constraints, policymakers will face the choice of enduring high inflation and curbing economic growth. At present, the main risk in the market is that if supply constraints persist, and the Fed tends to think that high inflation will push up inflation expectations, it will step on the brake. As the policy interest rate rises to the level of inhibiting economic growth, it will be detrimental to the performance of bonds and US stocks.
Cathie wood, founder and CEO of ark invest, said in an interview with Time magazine that the five main trends she focused on in 2022 were: DNA sequencing, robotics, new energy storage, artificial intelligence and blockchain technology. Wood said that the latest developments in blockchain technology are decentralized Finance (defi) and non homogenous token (NFT). Defi will obtain a large market share from traditional financial service companies, and NFT will put a lot of power back into the hands of creators. The surge of NFT in 2021 is fascinating, and they will continue to develop in 2022.
