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Lyn Alden, the founder and CEO of Lyn Alden Investment Strategy, said her outlook on bonds has changed after eight years of maintaining a structurally bearish stance on them.
Alden described now feeling less bearish on bonds compared to her previous long-held view.
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Alden previously described the bond market's flat yield curve and high yields as a response to inflation in earlier commentary. She also noted that bond market bears considered recent surges as expected, citing a flat curve without signs of breakage in another analysis. Her recent shift reflects a departure from her earlier, consistently bearish bond outlook.