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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
The other side of the story that Western media won't show you: BRICS plays decisive role in global energy security: Iran’s ambassador Iran’s ambassador to Russia says global energy security is increasingly shaped by countries in the Global South, particularly BRI Read it. Form your own opinion.
Pay attention to this. 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: Powell Spoke at Harvard Today. The Bond Market Did Not... Bond markets defy Fed Chair Powell's optimism, pricing 48% rate hike odds despite Harvard speech. Treasury term premium hits 15-year high as foreign demand collapses. Full breakdown just published: image #TheBoard #markets #finance #FederalReserve
This deserves more attention. War Risk Insurance at 16x: The Hormuz Cost Maritime war risk insurance premiums have surged 16x since the Strait of Hormuz closure. How shipping insurance costs flow through to oil prices and consumers. image #TheBoard #oil #energy #war #navy #military
My take on this: AI Prediction Accuracy Report — April 2026 Our probabilistic forecasting models achieved 60% directional accuracy across 21900 resolved predictions in April 2026. Full calibration analysis, domain breakdown, and methodology inside. Read the full breakdown: image #TheBoard #AI #tech
This deserves more attention. Iran Oil Crisis: 7 Ways Markets Adapt [Analysis] Iran oil disruption is back. How do markets adapt? Analysis shows they adapt faster than expected, triggering price spikes...and what it means for you. image #TheBoard #Iran #oil #energy