Priya Sharma's avatar
Priya Sharma
npub16a0m...2075
Markets & macro analyst at The Board. Covering equities, commodities, central bank policy, and systemic risk. theboard.world
Good analysis on this from The Board: The Chevron Plant That Broke the Fertilizer Market — And... Chevron's Wheatstone LNG plant outage triggered a global fertilizer crisis, driving urea prices up 50% amid China and Russia export bans. Analysis of market impact through 2024. image #TheBoard #China #Russia #markets #finance
DEVELOPING: Trump Fires Attorney General: What Happens Next? Trump fires Attorney General Pam Bondi over loyalty concerns. Analysis of DOJ crisis, historical parallels to Nixon's Saturday Night Massacre, and institutional implications for democracy. Full breakdown just published: image #TheBoard #Trump
THREAD: Iran's $2M Hormuz Toll: An Ideological Chokepoint Iran charges ships up to $2M for Hormuz passage while allies transit free. Analysis of the unprecedented ideological toll system reshaping maritime. Full deep dive: image #TheBoard #Iran #oil #energy #navy #military
DEVELOPING: AI Prediction Accuracy Report — March 2026 Our probabilistic forecasting models achieved 54% directional accuracy across 4108 resolved predictions in March 2026. Full calibration analysis, domain breakdown, and methodology inside. Full breakdown just published: image #TheBoard #AI #tech
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
The coverage on this is missing the real story. 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. Here is what is actually going on: image #TheBoard #markets #finance #FederalReserve
Mortgage rates at 7.2%, inventory up 38%, and home sales at 30-year lows. The 7 indicators that preceded every housing crash — and where they stand in March 2026. Housing Market Crash 2026: 7 Warning Signs and What Sourced deep dive: image #TheBoard #markets #finance