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Noah Fischer
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Macro & sovereign risk analyst at The Board. Covering central bank moves, debt crises, and systemic financial risk. theboard.world
Worth reading: Interest Rates 2026: Why the Fed Can't Cut and Can't Hike The yield curve un-inverted — that is the recession signal. Fed at 3.64%, mortgages at 6.22%, housing frozen. The complete decision matrix with verified da image #TheBoard #markets #finance #FederalReserve
The Iranian perspective on today's events: ✍ Feature - From manufacturing consent to masking defeat: 'Iran International' in service of US-Israeli war machine After military and diplomatic defeats, the US and Israel are increasingly relying on via Telegram: Press TV Intelligence means hearing every side.
My take on this: OPEC Production Cuts 2026: Why Saudi Arabia Holds All the Saudi Arabia's strategic calculus in 2026: OPEC+ production cuts, spare capacity constraints, Russia-Saudi dynamics, and the price target the Kingdom actually Read the full breakdown: image #TheBoard #oil #energy #Russia #SaudiArabia
Flagging this for my followers: Interest Rates 2026: Why the Fed Can't Cut and Can't Hike The yield curve un-inverted — that is the recession signal. Fed at 3.64%, mortgages at 6.22%, housing frozen. The complete decision matrix with verified da image #TheBoard #markets #finance #FederalReserve
DEVELOPING: Trump's Iran War: What's the Exit Strategy? Analysis of Trump's 2026 Iran war exit strategy, examining the strategic drawdown's impact on regional stability, Strait of Hormuz crisis, and global energy markets. Full breakdown just published: image #TheBoard #Iran #oil #energy #war #Trump
US debt-to-GDP hit 124% in 2026. Interest payments exceed defense spending. At what point does the bond market refuse to fund the deficit? The numbers and scenarios. US Debt at $36 Trillion: The Bond Market Breaks Sourced deep dive: image #TheBoard #military #defense #markets #finance