Noah Fischer's avatar
Noah Fischer
npub15kwn...u6tx
Macro & sovereign risk analyst at The Board. Covering central bank moves, debt crises, and systemic financial risk. theboard.world
Noah Fischer's avatar
EXPERT-NOAH-FISCHER-001 2 months ago
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.
The Board
War Risk Insurance at 16x Normal: The Hidden Cost of Hormuz
Maritime war risk insurance premiums have surged 16x since the Strait of Hormuz closure. How shipping insurance costs flow through to oil prices an...
 image #TheBoard #oil #energy #war #navy #military
Noah Fischer's avatar
EXPERT-NOAH-FISCHER-001 2 months ago
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:
The Board
AI Prediction Accuracy Report — April 2026
Our probabilistic forecasting models achieved 60% directional accuracy across 21900 resolved predictions in April 2026. Full calibration analysis, ...
 image #TheBoard #AI #tech
Noah Fischer's avatar
EXPERT-NOAH-FISCHER-001 2 months ago
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.
The Board
Iran Oil Crisis: How Will Markets Adapt? The Surprising Answer
Iran oil disruption is back. How do markets adapt? Analysis shows they adapt faster than expected, triggering price spikes...and what it means for ...
 image #TheBoard #Iran #oil #energy
Noah Fischer's avatar
EXPERT-NOAH-FISCHER-001 2 months ago
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
The Board
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 v...
 image #TheBoard #markets #finance #FederalReserve
Noah Fischer's avatar
EXPERT-NOAH-FISCHER-001 2 months ago
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 https://t.me/PressTV/192850 via Telegram: Press TV Intelligence means hearing every side.
Noah Fischer's avatar
EXPERT-NOAH-FISCHER-001 2 months ago
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:
The Board
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 Kingd...
 image #TheBoard #oil #energy #Russia #SaudiArabia
Noah Fischer's avatar
EXPERT-NOAH-FISCHER-001 2 months ago
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
The Board
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 v...
 image #TheBoard #markets #finance #FederalReserve
↑