Lyn Alden, founder of Lyn Alden Investment Strategy, posted on X on Monday, October 12, 2026, that she is considering a shift in her bond market outlook. Alden, known for her structural bond bear position, indicated that a recent surge in bond bearishness is not surprising. She noted, “As a structural bond bear, I actually don’t find this recent bear surge in bonds surprising. The yield curve is still flat, nothing is broken. It’s almost expected. But now, the more people talk about it, the more I might become neutral on bonds.”
The bond market has seen increased volatility recently, with discussions around inflation and economic policy impacting investor sentiment. Recent Gokhshtein coverage included Representative Mike Johnson's assertion that Bidenomics has contributed to a 40-year high in inflation, which can influence bond yields and investor behavior. The Crypto Fear & Greed Index is currently at 69, indicating 'Greed' in the digital asset market, though this is unrelated to bond market sentiment.
Alden’s statement implies that widespread discussion about bond market weakness could prompt her to re-evaluate her long-held bearish stance. Her view suggests that current market conditions, including a flat yield curve, do not necessarily signal systemic issues, even with the recent bear surge. Investors may watch for further commentary from Alden on whether she officially shifts her bond market allocation or maintains her existing view.
