Lyn Alden: Deep Supply Chain Issues Will Deepen Inflation

Lyn Alden talks inflation and Fed expectations with Blockworks in Bretton Woods.

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key takeaways

  • When thinking about inflation, Lyn Alden said it is important to separate deep and shallow supply chain issues
  • Real rates are likely to stay low or dip further as the debt-to-GDP ratio increases

Lyn Alden, founder of Lyn Alden Investment Strategies, sat down with Blockworks during the Bretton Woods: The Realignment conference to discuss inflation, the housing market and what to expect from the Federal Reserve in the coming months. 

The higher prices that Americans are currently experiencing will not continue forever, she said, pointing to the rate of change we have seen in inflation readings recently. 

“People that lost purchasing power for the most part are not going to get that back, it was a stepwise increase in prices, but the rate of change of that inflation can cool off eventually,” Alden said. 

While we appear to be in a stagnant period for inflation numbers, there are some industries that have started to level out in terms of higher prices, Alden said, pointing to lumber and used cars. Rent prices will be a key area to watch in the next few months, she said. 

In terms of what to expect from the Fed, Alden said that it is important to keep an eye on the debt ceiling. As the Fed issues fewer treasury bills than they are spending, real yield rates are likely to remain low for the foreseeable future. 

Watch the full interview below. 

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