Seeds of Wisdom RV and Economics Updates Tuesday Morning 2-3-26

Good Morning Dinar Recaps,

Historic Shift: From Financial Hegemony to a System-Based Global Order  

Volatility exposes stress beneath the global monetary system

Overview

Global precious metals markets experienced a historic selloff as gold and silver prices plunged sharply following a surge in U.S. dollar strength, rising interest-rate expectations, and aggressive risk reallocation across global portfolios. The move coincided with heightened sensitivity to U.S. monetary leadership signals and margin tightening in futures markets, raising deeper questions about price discovery and systemic stability during a global monetary transition.

Key Developments

Dollar Strength Triggers Forced Liquidation
Gold and silver suffered their steepest declines in years as the dollar surged on expectations of tighter monetary discipline following the Federal Reserve chair nomination. Gold fell nearly 10% in a single session, while silver lost more than 30% from recent highs, reflecting widespread deleveraging rather than a fundamental rejection of metals.

Margin Hikes Accelerate the Decline
CME Group raised margin requirements on precious metals futures, forcing leveraged traders to liquidate positions. Analysts noted that these margin hikes tend to amplify downside volatility by triggering mechanical selling across paper markets, regardless of physical supply-demand conditions.

Risk Reallocation Over Safe-Haven Abandonment
Market participants shifted capital toward cash and dollar-denominated assets amid uncertainty over future monetary policy direction. Despite the selloff, analysts cautioned that long-term drivers of precious metals demand — including sovereign debt growth and geopolitical risk — remain intact.

Why It Matters

This episode underscores how fragile confidence has become in global financial markets. The violent repricing reflects systemic stress rather than a simple market correction, highlighting the sensitivity of leveraged paper markets during periods of monetary transition.

Why It Matters to Foreign Currency Holders

• Sharp repricing events signal instability in fiat-based pricing mechanisms

• Volatility reinforces interest in non-sovereign stores of value

• Currency holders face growing exposure to policy-driven market shocks

Implications for the Global Reset

Pillar 1 – Monetary Transition Stress
The reaction to the Fed chair nomination signals how sensitive markets are to perceived shifts in monetary philosophy. Sudden repricing events suggest confidence in policy continuity is fragile.

Pillar 2 – Paper vs. Physical Divide
Repeated margin hikes reinforce concerns about futures markets functioning as price-control mechanisms rather than true discovery tools. Each forced liquidation event strengthens the argument that physical metals markets are increasingly disconnected from paper pricing.

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Analysis

Based on Reuters reporting, the selloff appears less about a rejection of gold and silver as monetary assets and more about systemic leverage unwinding. Margin hikes historically mark inflection points rather than trend endings. While prices may remain volatile in the near term, the structural drivers supporting precious metals — sovereign debt expansion, currency fragmentation, and geopolitical risk — remain firmly in place.

This is not just a commodities story — it’s a stress test of the financial plumbing during a global monetary transition.

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources

• JP Morgan --- De-dollarization: Is the US dollar losing its dominance? 

• Reuters — Gold, silver tumble as margin hikes fuel volatility

• The Tricontinental --- The Collapse of the Neoliberal World Order and the Rise of China and Russia in Global Governance — systemic world-order shift context.

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BRICS Gold Accumulation Signals Structural De-Dollarization

Reserve realignment accelerates amid global monetary fragmentation

Overview

BRICS nations are accelerating gold accumulation while reducing exposure to U.S. Treasury debt, reinforcing a broader shift toward alternative reserve strategies. These moves reflect growing concern over dollar dependency, sanctions risk, and the long-term sustainability of Western-centric financial systems as the global order trends toward multipolarity.

Key Developments

Treasury Holdings Decline Across BRICS
China, India, and Brazil collectively reduced U.S. Treasury holdings by more than $180 billion over the past year. This coordinated reduction reflects strategic reserve diversification rather than routine portfolio management.

Gold Replaces Paper Reserves
BRICS central banks now hold over 5,800 tonnes of gold, representing more than 20% of global official gold reserves. Analysts increasingly view gold as a neutral settlement asset immune to political leverage.

Parallel Financial Systems Advance
Gold accumulation complements efforts to develop alternative payment systems, local-currency trade settlement mechanisms, and CBDC-linked infrastructure aimed at bypassing Western financial intermediaries.

Why It Matters

The shift away from Treasuries toward physical reserves marks a structural challenge to the post-Bretton Woods financial architecture. As reserve strategies evolve, demand for dollar-denominated assets faces long-term pressure.

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Why It Matters to Foreign Currency Holders

• Reserve diversification weakens single-currency dominance

• Gold’s role as a settlement anchor may expand

• Currency volatility increases during systemic transitions

Implications for the Global Reset

Pillar 1 – Monetary Transition Stress
Large-scale Treasury liquidation reflects declining confidence in fiat-only reserve systems and exposes vulnerabilities in debt-based monetary models.

Pillar 2 – Paper vs. Physical Divide
BRICS’ preference for physical gold over paper assets reinforces concerns that financial instruments are increasingly disconnected from underlying value, accelerating demand for tangible reserves.

Analysis

Based on central bank disclosures and market data, BRICS’ gold accumulation represents a deliberate strategic hedge against currency weaponization and systemic debt risk. While dollar usage remains dominant, the foundation supporting that dominance is eroding incrementally rather than collapsing suddenly.

This is not a retreat from global trade — it is a recalibration of trust in the monetary system that underpins it.

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources

• Watcher.Guru — 3 BRICS Powers Ditch $180B US Bonds, Hold 3,350 Tons of Gold

• JPMorgan Insights — De-Dollarization: Myths, Realities, and Risks

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🌱 A Message to Our Currency Holders🌱

If you’ve been holding foreign currency for many years, you were not foolish.
You were not wrong to believe the global financial system would change.

What failed was not your patience — it was the information you were given.

For years, dates, rumors, and personalities replaced facts, structure, and proof. “This week” predictions created cycles of hope and disappointment that were never based on how currencies actually change.

That is not your failure.

Our mission here is different:   • No dates • No rates • No hype • No gurus

Instead, we focus on:
• Verifiable developments • Institutional evidence
• Global financial structure • Where countries actually sit in the process

Currency value changes only come after sovereignty, trade, banking, settlement systems, and fiscal coordination are in place. History and institutions confirm this sequence.

You will see silence. You will see denials. That is not delay — that is discipline.

Protect your identity. Organize your documents.       Verify everything.
Never hand your discernment to anyone who cannot show proof.

You deserve truth — not timelines.

Seeds of Wisdom Team
Newshounds News

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Thank you Dinar Recaps

Iraq Economic News and Points To Ponder Tuesday Morning 2-3-26

Iraq Welcomes Comprehensive Ceasefire Agreement Between Syrian Government And SDF

Baghdad – INA   The Ministry of Foreign Affairs expressed on Tuesday its welcome of reaching a comprehensive ceasefire agreement between the Syrian government and the Syrian Democratic Forces (SDF), and the understandings included in the agreement that provide for the integration of the institutions of the Autonomous Administration into the institutions of the Syrian state, in a way that contributes to enhancing stability and supporting the political solution process in Syria.

In a statement obtained by the Iraqi News Agency (INA), the ministry said that “Iraq welcomed the conclusion of a comprehensive ceasefire agreement between the Syrian government and the Syrian Democratic Forces (SDF), and the understandings included in the agreement that stipulate the integration of the institutions of the Autonomous Administration into the institutions of the Syrian state, which contributes to strengthening stability and supporting the political solution process in Syria.”

The ministry stressed that “this agreement represents a positive step that reflects the importance of prioritizing the language of dialogue and understanding among all Syrian parties, in a manner that ensures the protection of the rights of all Syrian components and guarantees their fair participation in state institutions on the basis of citizenship and peaceful coexistence.”

The Ministry of Foreign Affairs praised “the response of the Syrian parties to the efforts exerted by the leaders of the Republic of Iraq, which helped create the appropriate conditions to reach this agreement, stemming from Iraq’s role in supporting the security and stability of the region and its constant keenness to support political solutions that spare peoples the horrors of conflict.”

It indicated that “the Republic of Iraq renews its firm position in support of Syria’s unity and independence, and its standing alongside the brotherly Syrian people in their aspirations for security, stability, and lasting peace.”

https://ina.iq/en/politics/45226-iraq-welcomes-comprehensive-ceasefire-agreement-between-syrian-government-and-sdf.html

Sudanese: The Need To Maintain Market Stability And The General Income Of Citizens

Economy News – Baghdad   Prime Minister Mohammed Shia Al-Sudani chaired a meeting of the Ministerial Council for the Economy on Tuesday, where the government’s approach to implementing measures to maximize revenues and reduce expenditures was finalized. 

The council discussed the study submitted by the Ministry of Foreign Affairs, which is an integrated plan of procedures and figures that clarifies the Ministry’s localization and financial policy for the current year 2026.

The Council hosted the head of the advisory board in the Prime Minister’s office, who in turn presented a detailed study on the value of trade and imports from abroad, part of which was discussed by the relevant ministries, and observations and suggestions were put forward for its development.

The meeting witnessed a detailed discussion of the decisions to implement the customs tariff and its impact on maximizing revenues, in addition to examining the reality of the market and the requirements of domestic trade, and the effects that have occurred on it after the implementation of the measures taken, as well as discussing the recommendation of the Ministerial Council for the Economy (25511) regarding addressing the financial situation by reviewing the subsidy ratios for petroleum products. 

The Prime Minister stressed the need to maintain market stability and the general income of citizens, to avoid harming the private sector, professions and small projects, and to implement decisions correctly, with careful monitoring of the impact of decisions every three months.   https://economy-news.net/content.php?id=65289

Oil Falls On Possible US-Iran De-Escalation, Firm Dollar

Oil prices fell on Tuesday, easing for a second day, as market participants weighed the possibility of a de-escalation in U.S.-Iran tensions, while a firmer dollar placed greater downside pressure on prices.

Brent crude futures fell 39 cents, or 0.5%, at $65.91 per barrel at 0330 GMT. U.S. West Texas Intermediate crude was at $61.83 per barrel, down 31 cents, or 0.5%.

Iran and the U.S. are expected to resume nuclear talks on Friday in Turkey, officials from both sides told Reuters on Monday, and Trump warned that with big U.S. warships heading to Iran, bad things could happen if a deal was not reached.

"The sharp up-and-down moves in oil prices over the last few sessions look more like sentiment-driven trading rather than any major shift in fundamentals," said Phillip Nova senior market analyst Priyanka Sachdeva. "After last week's rally, markets quickly gave back gains as broader risk assets also turned volatile."

"With no fresh escalation on the geopolitical front and macro data still mixed, oil clearly failed to hold onto gains."

Weighing on prices further, the U.S. dollar index (.DXY), opens new tab hovered near a high of more than a week. A stronger greenback hurts demand for dollar-denominated crude from foreign buyers.

"The continued recovery in the US dollar yesterday, following President Trump's nomination of Kevin Warsh as the next Federal Reserve chair, also exerted downward pressure on oil prices," ING analysts said in a note.

On the trade front, Trump on Monday unveiled a deal with India that slashes U.S. tariffs on Indian goods to 18% from 50% in exchange for India halting Russian oil purchases and lowering trade barriers.

"Overnight, the US and India agreed on a trade deal ... if we do see this happen, it will only lead to a further increase in the amount of Russian oil floating at sea," the ING analysts said.

Trump announced the deal on social media following a call with Indian Prime Minister Narendra Modi, noting that India had agreed to buy oil from the U.S. and possibly Venezuela.

Some analysts said they were expecting volatile price movements this month.

"Looking ahead into February, prices are likely to remain choppy and range-bound ... (they) are expected to stay highly reactive to headlines and macro cues rather than a decisive trend, with risk skewed to the downside," said Phillip Nova's Sachdeva.

SOURCE: REUTERS  https://ina.iq/en/economy/45221-oil-falls-on-possible-us-iran-de-escalation-firm-dollar.html

The Dollar Maintains Its Gains, Supported By Positive Data

The dollar maintained its gains during Tuesday's trading, supported by strong economic data in the United States and expectations that the Federal Reserve's monetary policy will continue for a longer period.

The dollar index, which measures the performance of the US currency against a basket of major currencies, stabilized after strong gains in previous sessions. At 3:19 PM Moscow time, the index stood at 97.6060 points, having risen 1.5% over two days.

The euro saw limited movement against the dollar, rising 0.12% to $1.1804, as investors awaited the European Central Bank's decision.

Indicators of industrial activity in the United States showed the manufacturing sector returning to a growth trajectory.

The Purchasing Managers' Index (PMI) climbed to 52.6 last month, its highest level in more than three years, boosting confidence in the strength of the US economy at the start of the year.

https://ina.iq/en/economy/45232-the-dollar-maintains-its-gains-supported-by-positive-data.html

Dollar Shows Mixed Movement In Baghdad, Erbil

2026-02-03 Shafaq News- Baghdad/ Erbil   The US dollar opened Tuesday’s trading steady in Baghdad markets, while recording a 0.2% drop in Erbil, the capital of the Kurdistan Region.

According to a Shafaq News market survey, the dollar traded in Baghdad's Al-Kifah and Al-Harithiya exchanges at 149,000 dinars per 100 dollars, unchanged from yesterday’s closing session.

In Baghdad, exchange shops sold the dollar at 149,500 dinars and bought it at 148,500 dinars. In Erbil, selling prices dipped slightly to 148,650 dinars, with buying prices at 148,450 dinars.

https://www.shafaq.com/en/Economy/Dollar-shows-mixed-movement-in-Baghdad-Erbil 

Gold Prices Rise In Baghdad And Erbil Markets

2026-02-03 Shafaq News- Baghdad/ Erbil   On Tuesday, gold prices hovered around 1.05 million IQD per mithqal in Baghdad and Erbil markets, continuing their upward trend, according to a survey by Shafaq News Agency.

Gold prices on Baghdad's Al-Nahr Street recorded a selling price of 1,035,000 IQD per mithqal (equivalent to five grams) for 21-carat gold, including Gulf, Turkish, and European varieties, with a buying price of 1,031,000 IQD. The same gold had sold for 970,000 IQD on Monday.

The selling price for 21-carat Iraqi gold stood at 1,005,000 IQD, with a buying price of 1,001,000 IQD.

In jewelry stores, the selling price per mithqal of 21-carat Gulf gold ranged between 1,035,000 and 1,045,000 IQD, while Iraqi gold sold for between 1,005,000 and 1,015,000 IQD.

In Erbil, 22-carat gold was sold at 1,123,000 IQD per mithqal, 21-carat gold at 1,072,000 IQD, and 18-carat gold at 918,000 IQD.  https://www.shafaq.com/en/Economy/Gold-prices-rise-in-Baghdad-and-Erbil-markets-8-0

“Tidbits From TNT” Tuesday Morning 2-3-2026

TNT:

Tishwash:  Iraqi retirees are angry about the delay in their pensions and are demanding that banking officials be held accountable.

On Tuesday, a number of retirees called on members of parliament to host those responsible for the delay in salary payments, particularly the directors of government banks, specifically Al-Rafidain and Al-Rasheed banks.

The retirees told Shafaq News Agency that the lack of financial liquidity, along with weak banking development, the failure to introduce modern technologies and keep pace with technology, have greatly contributed to the exacerbation of the crises, in addition to the absence of strategic plans and poor performance in banking work.

He pointed out that modernizing banking systems and adopting modern electronic means would increase revenues, strengthen the state treasury, and improve the level of services provided to citizens.

The retirees also called on the relevant authorities to take urgent measures to address the crisis and ensure the regular disbursement of salaries, given its direct impact on the living conditions of a large segment of citizens.

The Ministry of Finance had previously called on government banks to work on Friday and Saturday in order to boost funding and expedite salary payments, but this step did not achieve tangible results due to the continued shortage of liquidity and financial balance.  link

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Tishwash:  48 hours to decide on the presidential candidate

The Coordination Framework gave the two main Kurdish parties (the Democratic Party and the Patriotic Union) a period of (48) hours to resolve their dispute over the position of President of the Republic, according to the official spokesman for the Victory Coalition, Aqeel Al-Rudaini.

Al-Rudaini said in a special statement to Al-Sabah: The Coordination Framework delegation played an important role in bringing the views of the two Kurdish parties closer regarding the issue of electing the President of the Republic.

He added that "the meetings held by the delegation produced positive indicators from the Kurdish side towards not maintaining the political deadlock, and moving forward to complete the constitutional entitlements within their legal frameworks."

Al-Rudaini explained that "the coordination framework gave the Kurdish parties a two-day deadline to end this deadlock and reach an agreement on the selection of the president of the republic in preparation for completing the rest of the constitutional requirements."

The Coordination Framework delegation returned to Baghdad yesterday evening after a series of important meetings with the leaders of the two Kurdish parties, in Erbil and Sulaymaniyah respectively.

The delegation included the head of the Reconstruction and Development Coalition, Mohammed Shia al-Sudani, the Secretary-General of the Badr Organization, Hadi al-Amiri, the head of the Foundation Coalition, Mohsen al-Mandalawi, in addition to the Secretary-General of the Coordination Framework, Abbas Radhi.

Informed sources told Al-Sabah that the meetings yielded positive results, with an agreement reached on establishing a framework for consensus between the two parties regarding the mechanism for selecting the president. This framework aims to prevent any escalation in the political process and ensure adherence to deadlines. 

Constitutional.

The delegation began its talks in Erbil with the President of the Kurdistan Democratic Party, Masoud Barzani, who stressed the need to define a clear mechanism for electing the President of the Republic, in order to ensure the stability of the political scene and avoid any disruption to national entitlements.

In Sulaymaniyah, the delegation met with the President of the Patriotic Union of Kurdistan, Bafel Talabani. During the meeting, they reviewed national and regional developments and stressed the importance of unifying national positions and resolving the issue of the presidency in a way that contributes to the formation of a government that reflects the aspirations of all Iraqis and strengthens the path of reform, reconstruction, and development.   link

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Tishwash:  Muthanna Amin: Iraq is suffering from security and economic problems, and political decisions are contingent on reaching an agreement with Washington.

Muthanna Amin pointed out that the United States has a great influence on Iraq and the formation of the government, considering that if America is not persuaded, it will create problems for Iraq.

Muthanna Amin, a candidate for the presidency, told Kurdistan 24 on Sunday, February 1, 2026: “The United States has a major influence on Iraq and the formation of the government, and I believe that the coordination framework will change its candidate, Nouri al-Maliki.”

He added: "The only solution is for the coordination framework to engage in dialogue with the United States and convince it; otherwise, the US president will create obstacles for Iraq."

Muthanna Amin explained that Iraq is the worst country in terms of both security and the economy, stressing that "if it weren't for oil, Iraq would not have anything to eat."

The Iraqi parliament was scheduled to hold a session on Sunday to elect the president, but it was postponed for the second time.  link

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Mot: Fellow Simply Stopped at a Traffic light - When ~~

Mot: During a Sunday School Lesson~~~ 

MilitiaMan and Crew: IQD News Update-"Watch the Reforms — Listen Not to the Noise."

MilitiaMan and Crew: IQD News Update-"Watch the Reforms — Listen Not to the Noise."

2-2-2026

The Crew:  Samson, PompeyPeter, Petra, Daytrader, Sunkissed, GIGI and Militia Man

Follow MM on X == https://x.com/Slashn

Be sure to listen to full video for all the news……..

https://www.youtube.com/watch?v=qKL7fA2Wfis

Seeds of Wisdom RV and Economics Updates Monday Evening 2-2-26

Good Evening Dinar Recaps,

Gold & Silver Rout Deepens as CME Margin Hikes Trigger Forced Liquidation

Volatility surges as futures markets tighten and confidence fractures

 Overview

• Gold and silver suffered a sharp follow-through selloff after CME Group raised margin requirements.

• The move came days after Kevin Warsh’s nomination as Federal Reserve chair rattled markets.

• Analysts describe price action as forced liquidation, not a collapse in long-term fundamentals.

• Stronger dollar dynamics and futures-market mechanics amplified downside pressure.

Key Developments

1. CME Margin Increase Accelerates Selloff
CME Group raised margin requirements on precious-metal futures, forcing leveraged traders to either post additional capital or liquidate positions. The move intensified selling pressure that began late last week, particularly in silver, which is more sensitive to speculative leverage.

2. Gold Suffers Historic Two-Day Decline
Spot gold fell another 3% to roughly $4,718 an ounce, following a nearly 10% plunge on Friday. From its January 29 peak near $5,595, gold has shed close to $900 in a matter of days — one of the sharpest pullbacks on record in nominal terms.

3. Silver Volatility Reaches Extreme Levels
Silver dropped more than 3% on the session to about $81.75, extending a collapse of roughly 32% from its recent high above $121. Analysts emphasized that silver’s steep decline reflects its thinner liquidity and heavier exposure to futures-driven positioning rather than a breakdown in industrial demand.

4. Dollar Strength Adds Pressure
The U.S. dollar index climbed following the Fed nomination news, making dollar-priced bullion more expensive for international buyers. The currency move compounded selling across metals, with platinum and palladium also sliding.

Why It Matters

This episode underscores how paper-market mechanics, not physical supply and demand, often dictate short-term pricing in precious metals. Margin hikes act as a brake on speculative excess but can also expose how dependent pricing has become on leveraged futures rather than physical settlement.

Why It Matters to Foreign Currency Holders

For holders of foreign currencies and hard assets, the selloff highlights a key Global Reset dynamic: volatility spikes during policy transitions. As monetary leadership shifts and liquidity conditions tighten, assets traditionally viewed as safe havens can experience violent corrections before longer-term trends reassert themselves.

Implications for the Global Reset

Pillar 1 – Monetary Transition Stress
The reaction to the Fed chair nomination signals how sensitive markets are to perceived shifts in monetary philosophy. Sudden repricing events suggest confidence in policy continuity is fragile.

Pillar 2 – Paper vs. Physical Divide
Repeated margin hikes reinforce concerns about futures markets functioning as price-control mechanisms rather than true discovery tools. Each forced liquidation event strengthens the argument that physical metals markets are increasingly disconnected from paper pricing.

Analysis

Based on Reuters reporting, the selloff appears less about a rejection of gold and silver as monetary assets and more about systemic leverage unwinding. Margin hikes historically mark inflection points rather than trend endings. While prices may remain volatile in the near term, the structural drivers supporting precious metals — sovereign debt expansion, currency fragmentation, and geopolitical risk — remain firmly in place.

This is not just a commodities story — it’s a stress test of the financial plumbing during a global monetary transition.

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources

• Reuters – Gold, silver slide as CME raises margins, dollar strengthens

• CME Group – Performance Bond (Margin) Requirements – Metals

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EU’s $955B Recovery Fund Faces a Reality Check

Europe’s post-pandemic stimulus stabilised economies — but structural transformation remains elusive

Overview

The European Union’s €955 billion ($955B) NextGenerationEU recovery fund, launched in 2020 as the bloc’s largest stimulus since the Marshall Plan, was designed to do more than rescue economies from the COVID shock. Its ambition was transformational: accelerate digitalisation, decarbonisation, productivity, and long-term strategic autonomy.

Five years on, with final payout deadlines approaching, evidence on the ground shows visible projects but uneven results, raising questions about whether the fund can truly reshape Europe’s economic trajectory.

Key Developments

1. Massive Ambition, Slower Execution

The recovery fund broke historic taboos by introducing joint EU borrowing and tying spending to reform milestones. While leaders credit it with stabilising economies during the pandemic, implementation has lagged. Of more than €700 billion originally allocated, around €182 billion remains undistributed, according to Reuters calculations based on EU data.

Growth across the bloc has remained weak relative to the United States and China, undercutting hopes that the fund would deliver a rapid productivity surge.

2. Bureaucracy and Skills Gaps Limit Impact

Across Europe, projects funded by the programme highlight persistent bottlenecks. In Spain, EU-backed digital and AI-driven agricultural initiatives improved data capabilities but failed to secure long-term talent pipelines or sustainable business models once EU funding expires.

Small and medium-sized enterprises — a core target of the fund — have struggled with complex application criteria and administrative burdens, slowing uptake and limiting multiplier effects.

3. Italy and Spain Expose Structural Weaknesses

Italy and Spain account for more than half of total allocations, making their performance central to judging the programme. Italy’s €194 billion plan has been revised six times, with renegotiations delaying spending and scaling back social infrastructure goals such as childcare expansion.

Spain formally declined more than €60 billion in loans, citing supply-chain disruptions, technical difficulties, and improved access to private capital markets that reduced the appeal of EU debt.

4. Deadlines Loom, Extensions Take Priority

As deadlines approach, governments are shifting focus from speed to flexibility. Countries must implement reforms by late summer and request final payments by the end of September. Spain and Italy have both secured approval to extend spending timelines beyond 2026, aiming to preserve impact rather than rush inefficient disbursements.

EU officials argue that effects on productivity will become clearer as implementation accelerates, while economists see limited extensions as pragmatic — provided they are paired with credible structural reforms.

Why It Matters

NextGenerationEU was meant to reset Europe’s growth model, strengthen strategic autonomy, and position the bloc for intensified global competition amid rising pressure from China and a less predictable United States. Its mixed performance now shapes debates over whether joint borrowing and EU-level industrial policy should become permanent tools rather than emergency measures.

Why It Matters to Foreign Currency Holders

• Joint EU debt issuance alters euro-area fiscal dynamics

• Weak productivity gains limit long-term euro strength

• Extended timelines signal continued reliance on monetary and fiscal support

• Structural reform delays heighten divergence risk within the euro zone

Implications for the Global Reset

Pillar 1 — Limits of Stimulus Without Structural Reform

The recovery fund demonstrates that large-scale spending alone cannot overcome entrenched structural constraints without streamlined governance and execution capacity.

Pillar 2 — Europe’s Strategic Autonomy Question

Europe’s ability to translate stimulus into durable industrial and technological capacity will determine whether it can act independently in a fragmenting global system.

The EU proved it could borrow together — but transforming an economy is harder than stabilising one.

The true verdict on Europe’s recovery experiment is still being written.

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources

• Reuters — EU recovery fund struggles to deliver economic transformation as deadlines near

• Modern Diplomacy — EU €955 Billion Recovery Fund Struggles to Transform Economy

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Trump’s Shutdown Isn’t About ICE — It’s an Economic War

Why the fight over immigration masks a deeper battle over global finance and American sovereignty

Overview

A growing political standoff framed by the media as an immigration crisis is, according to this analysis, something far larger: a confrontation between Trump’s revival of the American System of economics and the globalist free-trade and central-bank model. The federal shutdown, state resistance, and escalating rhetoric about “civil war” are presented as reactions to an economic realignment — not immigration enforcement.

Key Developments

1. Shutdown Framed as Immigration Revolt — But Something Else Is Driving It

Democratic governors in Minnesota, New Jersey, and New York publicly tied the government shutdown to opposition against ICE enforcement. However, the transcript argues this framing obscures the real trigger: Trump’s economic declaration of war against the global free-trade system, announced through trade, tariffs, and industrial policy.

2. “Fort Sumter 2.0” Rhetoric Emerges

Several Democratic officials warned that federal immigration enforcement could spark a new civil war. The transcript likens this rhetoric to pre–Civil War escalation tactics, suggesting deliberate provocation designed to force federal retreat or trigger constitutional conflict.

3. Trump Declines the Confrontation — Shifts the Battlefield

Rather than directly engaging sanctuary states, Trump announced that:

• Federal law enforcement will not assist sanctuary states with crime enforcement unless requested

• Federal assets and personnel will be protected aggressively

• Immigration enforcement will continue regardless of state resistance

This effectively transfers the fiscal and political cost of sanctuary policies back to the states themselves.

4. Justice Department and Election Investigations Expand

The transcript claims:

• A new DOJ prosecutor reporting directly to the President will target fraud within public programs in blue states

• The FBI raided an election warehouse in Fulton County, Georgia

• Allegations of foreign involvement in the 2020 election are under review

• A Florida grand jury is reportedly examining officials tied to “Russiagate”

These developments are described as fueling panic within Democratic leadership networks.

Lincoln’s Playbook: Why This Fight Is Economic

The transcript frames the conflict as a modern replay of Abraham Lincoln’s battle against British free-trade dominance, contrasting:

• The American System: tariffs, national banking, internal improvements, domestic industry

• The Globalist Free-Trade System: financialization, central-bank control, cheap foreign labor

Trump’s policies are presented as a continuation of Hamilton–Lincoln economics, challenging a system allegedly preserved through globalization and mass immigration.

Why It Matters

This analysis argues that immigration is not the core issue — it is the pressure point. The true struggle is over:

• Who controls credit and currency

• Whether nation-states or global institutions set economic policy

• Whether production replaces speculation as the foundation of growth

The shutdown is portrayed as resistance to that shift.

Why It Matters to Foreign Currency Holders

• Challenges to dollar-centric global finance raise currency realignment risk

• Trade and tariff restructuring affect capital flows and reserve strategies

• A reduced role for central-bank dominance alters long-term monetary stability assumptions

Implications for the Global Reset

Pillar 1 — Collapse of the Free-Trade Orthodoxy

The transcript frames Trump’s agenda as dismantling the post-2008 bailout system tied to global finance, replacing it with national industrial sovereignty.

Pillar 2 — Return of State-Centered Economic Power

By reasserting Congressional and executive authority over trade, banking, and industry, the U.S. is portrayed as rejecting technocratic central-bank governance in favor of democratic control.

This is not an immigration fight — it is a declaration of independence from global finance.

And history suggests those battles are never small.

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources

• The Monday Brief — “Civil War? The REAL Reason for Trump’s Shutdown (IT’S NOT ICE)” (Transcript, Feb 2, 2026)

• Prometheian Action — Commentary and historical references cited within transcript

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“Time for Made in Europe” — EU Pushes Industrial Preference as China Pressure Mounts

Brussels weighs protection, competitiveness, and the cost of sovereignty

Overview

• EU industry chief Stéphane Séjourné is calling for a formal “Made in Europe” strategy.

• The proposal responds to surging low-cost imports from China and global industrial competition.

• The European Commission plans an Industrial Accelerator Act to favor EU-made products.

• Member states and major corporations are divided over costs, competitiveness, and inflation risks.

Key Developments

1. Brussels Signals Shift Toward Industrial Protection
Stéphane Séjourné, backed by more than 1,100 European business leaders, has urged the European Union to adopt a clear preference for locally made products in strategic sectors. The proposal reflects growing concern that Europe’s industrial base is being hollowed out by cheaper imports, particularly from China.

2. Industrial Accelerator Act Takes Shape
The European Commission is preparing an Industrial Accelerator Act aimed at prioritizing European production in key areas such as steel, pharmaceuticals, and utilities. Séjourné argues that without explicit support for European manufacturing, the EU risks losing quality jobs and strategic autonomy.

3. Business Community Split on “Made in Europe” Rules
While executives from steelmakers, drug producers, and utilities broadly support the initiative, major car manufacturers were notably absent from the endorsement. Automakers face complex global supply chains and warn that rigid definitions of “Made in Europe” could disrupt production and raise costs.

4. Member States Clash Over Economic Impact
France has emerged as a strong supporter of local-content requirements, framing them as essential for sovereignty and resilience. In contrast, countries such as Sweden and the Czech Republic caution that such rules could deter investment, increase prices, and weaken Europe’s global competitiveness.

Why It Matters

The debate marks a pivotal moment in Europe’s economic strategy. Moving toward industrial preference would represent a clear departure from decades of open-market orthodoxy and signal that resilience and sovereignty are now taking precedence over pure efficiency.

Why It Matters to Foreign Currency Holders

For foreign currency holders and global investors, Europe’s push toward localized production reinforces a broader Global Reset trend: regionalization of supply chains. As trade blocs prioritize internal production, currency alignments, trade flows, and capital allocation are likely to shift accordingly.

Implications for the Global Reset

Pillar 1 – De-Globalization and Trade Fragmentation
“Made in Europe” mirrors similar policies in the United States and China, accelerating the breakdown of fully globalized trade in favor of bloc-based economic systems.

Pillar 2 – Inflation vs. Sovereignty Trade-Off
Local-content requirements may protect jobs and industry, but they risk higher consumer prices. This tension highlights the growing willingness of governments to accept inflationary pressure in exchange for strategic control.

Analysis

Based on Reuters reporting, the EU’s industrial pivot reflects mounting anxiety over economic dependency in an increasingly fragmented world. While the Industrial Accelerator Act could strengthen Europe’s strategic sectors, it also exposes deep internal divisions over how much protection is too much. The outcome will shape not only Europe’s industrial future, but also the credibility of the EU as a unified economic actor during the Global Reset.

This is not just about manufacturing — it’s about who controls production, pricing, and power in the next economic order.

Seeds of Wisdom Team / Newshounds News™ Exclusive

Sources

• Reuters – EU industry chief urges “Made in Europe” push to counter China imports

• European Commission – EU Industrial Strategy and Strategic Autonomy

~~~~~~~~~~

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Gold And Silver Are Fighting To Stabilize After A Historic Market Meltdown

Gold And Silver Are Fighting To Stabilize After A Historic Market Meltdown

Huileng Tan,Samuel O'Brient  Business Insider   Mon, February 2, 2026

• Gold and silver prices remained volatile after Friday's market meltdown.

• President Donald Trump's pick of Kevin Warsh as the next Fed chair hit the debasement trade.

• Both precious metals edged slightly higher on Monday morning after extending their slide earlier.

Precious metals were paring some of their steep losses on Monday, rising after briefly extending a historic sell-off that shook the market on Friday.

Gold was down by less than 1% at around $4,700 per ounce, after tumbling more than 10% on Friday in its worst decline since 2013. Despite the recent pullback, the metal remains up about 10% year to date.

Silver remained highly volatile, falling about 2% to around $77 an ounce after plunging as much as 36% on Friday, the biggest single-day loss since 1980.

The crash in metal markets came after Donald Trump tapped Kevin Warsh to run the Federal Reserve. Warsh is viewed as more hawkish and more likely to preserve the central bank's independence than other candidates.

That outlook hit the debasement trade — pushing the US dollar higher, weighing on dollar-denominated commodities such as gold and silver. As markets open in the US on Monday, though, conditions appear to have stabilized as both precious metals demonstrate an ability to rise above macro-driven volatility.

Most importantly, Warsh supports shrinking the Fed's balance sheet, which would ease fears of a weaker dollar and help explain recent declines in gold and silver prices, wrote Vishnu Varathan, Mizuho's Asia head of research excluding Japan, on Monday in Asia.

Meltdown after historic rally

Before the sell-off, gold had been on a blistering yearlong rally, fueled by heavy central bank buying and geopolitical tensions.

Those forces remain in place and now appear to be provide support, despite previous speculation.

"I think the fundamentals remain pretty well in place despite those risks around Fed independence," Daniel Hynes, a senior commodities analyst at ANZ , told Bloomberg TV, on Monday.

Hynes said broad geopolitical tensions continue to support the gold market, even as he expects price volatility to remain high.

"The general unbending of the world order that we hear about constantly, and the US's role within that, has really been at the crux of this haven buying, and I don't see that ending any time soon," he said.

However, analysts are continuing to warn on silver, whose gains have far outpaced gold in recent months due to speculative Chinese demand.

Ole Hansen, the head of commodity strategy at Saxo Bank, wrote on Friday that gold is susceptible to a pullback amid this month's surge in prices. However, price declines in gold are likely to be met with fresh demand.

But silver may struggle to keep pace with gold. Several finance pros have speculated that it will likely fall in the coming months.

To Continue and Read More:  https://www.yahoo.com/finance/news/gold-silver-keep-spiraling-market-021804162.html

“Tidbits From TNT” Monday 2-2-2026

TNT:

Tishwash:  Sudani arrives in Kurdistan Region at the head of a high-level political delegation

A visit that includes Erbil and Sulaymaniyah

Prime Minister Mohammed Shia al-Sudani arrived in the Kurdistan Region on Monday, leading a high-level political delegation, on an official visit that includes the governorates of Erbil and Sulaymaniyah.

The media office of Al-Sudani stated in a statement received by 964 Network that “Prime Minister Mr. Mohammed Shia Al-Sudani arrives in the Kurdistan Region of Iraq accompanied by a high-level political delegation on a visit that includes the governorates of Erbil and Sulaymaniyah.”  link

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Tishwash:  President Barzani receives the Chargé d'Affaires of the US Embassy in Iraq

President Masoud Barzani received, on Sunday, February 1, 2026, in Pirmam, the Chargé d'Affaires of the US Embassy in Iraq, Joshua Harris, and the US Consul General in the Kurdistan Region, Wendy Green.

During the meeting, the US Chargé d'Affaires conveyed the thanks and appreciation of the President and Government of the United States to President Barzani for all the support and assistance he provided in order to reach the recent agreement between the Syrian government and the Syrian Democratic Forces.

Regarding the political process in Iraq, the US Chargé d'Affaires reiterated once again that the United States continues to support and stand for a strong Kurdistan Region within the framework of federal Iraq.

For his part, President Barzani welcomed the visiting delegation and expressed his gratitude for America’s role and supportive stances towards the people of Kurdistan, noting that without the United States’ position and support in 1991, we would not have been able to protect the achievements of the uprising or establish the Kurdistan Region’s parliament and government.

The two sides also exchanged views in detail and in depth on the political process in Iraq, and stressed the importance of adhering to the constitution. They also agreed on the need for Iraqis to decide their own affairs, on the basis of partnership, balance and consensus.

In this context, both sides expressed their welcome for the dialogues and consultations that were recently held in Baghdad to develop and formulate political mechanisms and scenarios that take into account the interests of Iraqis and ensure the strengthening of the American-Iraqi partnership in various fields.   link

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Tishwash:  "By order of the President"... Iranian-American negotiations to begin within days

Iranian media reported on Monday that negotiations between Iran and the United States could begin in the next few days, with the participation of high-level officials from both sides.

The Tasnim news agency, which is close to the Iranian Revolutionary Guard, quoted an informed source as saying that the chances of negotiations starting have become high, noting that the place and time of the meeting have not yet been decided.

The source explained that the negotiations are likely to be held at the level of Foreign Minister Abbas Araqchi and US envoy Steve Wittkopf, if a final framework is agreed upon in the coming days.

Fars News Agency quoted an informed source in the Iranian government as saying that the Iranian president had ordered the start of negotiations with the United States, noting that talks with the United States would most likely be held in Turkey within days.

Iranian Foreign Ministry spokesman Ismail Baghaei said during a press conference today that Tehran is studying the details of various diplomatic avenues to address tensions with the United States, adding that Iran hopes to reach results in the coming days.

Earlier, the Hebrew newspaper Maariv quoted an Israeli source as saying that US President Donald Trump is demanding five main conditions from Iran: handing over about 400 kilograms of enriched uranium, dismantling the nuclear and ballistic missile programs, halting the missile program, and ending support for proxies in Yemen, Iraq, Syria, and Lebanon.

The source added that "Israel realizes that Iran will not be willing to discuss these demands collectively or individually," considering that "the current stage is characterized by procrastination." link

************

The Central Bank of Iran is distributing the 500,000 toman note through the banking network, featuring 11 security features.

The Central Bank of Iran announced that the distribution of the 500,000 toman note (equivalent to 5 million rials), which was printed in advance, will begin in the banking network starting from February 1, 2026.

This step comes within the framework of managing and regulating cash transactions and facilitating financial transactions, with the aim of speeding up the completion of cash transactions, as the Central Bank has begun distributing this new category in banks within the banking network in the country  link

Mot: Sorry!! -- But HadTa!!!! 

Mot: . Kool!! -- Problem Solved!!! 

Seeds of Wisdom RV and Economics Updates Monday Morning 2-2-26

Good Morning Dinar Recaps,

Historic Metals Market Crash — Dollar Strength & Risk Reallocation

Gold and silver suffer one of their most violent reversals in decades, signaling a shift in investor positioning and dollar dominance.

Overview

The precious metals complex experienced a dramatic sell-off in late January and early February 2026, with silver posting historic one-day declines and gold plunging sharply from record highs. This “metals meltdown” reversed months of parabolic rally gains and rippled through global financial markets, driven by a confluence of market forces — including a stronger U.S. dollar, forced liquidations, and tightening futures market conditions.

Key Developments

1. Historic Plunge in Gold and Silver Prices
Gold and silver saw unprecedented intraday volatility. Silver’s price collapsed by more than 30% in a single session, marking one of the worst drops on record, while gold endured its biggest daily dollar decline in decades. Silver closed around the $80 per ounce area after a brutal sell-off from parabolic highs, and gold slid nearly $1,000 from its peak near $5,600 per ounce.

2. Dollar Strength Intensifies the Sell-Off
The rebound in the U.S. dollar — spurred largely by the market’s reaction to President Trump’s nomination of Kevin Warsh as Federal Reserve Chair — weighed heavily on non-yielding assets like precious metals. A firmer dollar typically makes gold and silver more expensive in other currencies, prompting traders to exit positions and rotate capital into dollar-linked instruments.

3. Forced Liquidations and Margin Pressure
The metals crash did not occur in isolation. Exchange operators, including the CME Group, raised margin requirements on futures contracts to contain extreme volatility. This move squeezed leveraged positions and triggered cascading liquidations as traders were forced out of crowded trades, accelerating the downward spiral in prices.

4. Broader Commodities and Market Impact
The sell-off in precious metals extended beyond gold and silver. Industrial metals like copper, tin, and zinc also fell sharply as markets unwound crowded positions. The broader commodities slump pressured Asian equity markets, especially in Korea and Indonesia, illustrating how volatility in one corner of markets can quickly propagate across asset classes.

Why It Matters

This metals rout underscores key shifts in investor behavior and global asset allocation:

• Safe-haven assets can lose appeal rapidly when macro drivers pivot — especially when interest rate expectations and currency strength change suddenly.

• Leverage and positioning matter: crowded trades built on speculative momentum can unwind violently, amplifying moves far beyond fundamentals.

Why It Matters to Foreign Currency Holders

For those managing currency exposure or reserve portfolios, the metals crash is a reminder that:

• Currency strength — particularly in the dollar — can dramatically alter perceived hedges.

• Traditional “safe haven” comparisons may fail during rapid repricing events, prompting re-evaluations of diversification strategies.
  This dynamic feeds into broader discussions of reserve asset allocation in an increasingly multipolar financial system.

Implications for the Global Reset

Pillar 1 – Market Fragility Exposed
The metals price collapse highlights structural weaknesses in futures markets, especially when speculative positioning and leverage collide with tightening conditions. Stress in one global asset class can quickly transmit to FX and broader financial markets.

Pillar 2 – Confidence Shifts and Reserve Rethinking
A sharp move away from gold and silver — typically seen as stores of value — in favor of dollar strength reflects a temporary confidence shift that can influence central bank reserve strategy and global asset hierarchies.

This isn’t just a correction — it’s a stress test of how markets balance risk, leverage, and safe-haven appeal in a new era of volatility.

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources

• Gold and silver slide in ‘metals meltdown’; UK factory growth hits 17-month high — The Guardian

• Gold now down nearly $1,000 from peak as silver struggles after record slump — MarketWatch

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Stablecoin and Money System Debate Heats Up

Wall Street, regulators, and crypto innovators clash over the future of money — with stablecoins at the center of a systemic shift in payments and financial architecture.

Overview

The battle over stablecoins — digital assets designed to maintain price stability relative to a fiat currency — has intensified into a full-blown debate over the future of money, financial stability, and monetary innovation. Traditional banks and Wall Street giants are pushing for tighter controls or bank-led stablecoin initiatives, while crypto firms argue for more openness and expanded use cases. Meanwhile, regulators in multiple jurisdictions are racing to craft frameworks that balance innovation with systemic risk.

Key Developments

1. Wall Street vs Crypto: A High-Stakes Stablecoin Power Struggle
A major Financial Times report highlights how traditional banks and crypto firms are locked in a struggle over stablecoin regulation and market access. Banks argue that unregulated stablecoin products — especially those offering interest — could threaten financial stability and lead to deposit flight, while crypto advocates counter that restrictive rules would stifle innovation and competition. Washington has become a key battleground, with intense lobbying from both sides shaping proposed legislation.

2. Emerging Regulation in Asia Signals Global Momentum
In Asia, regulators are progressing rapidly — the Hong Kong Monetary Authority (HKMA) plans to issue its first stablecoin licenses in March 2026, signaling a major step toward formalizing digital currency infrastructure in a leading financial hub. These licenses will require strong anti-money-laundering measures and robust risk-management practices, but they also open the door to institutional actors participating legally in stablecoin issuance.

3. Banks Warn of Deposit Risks and Competitive Pressure
Independent research from Standard Chartered estimates stablecoins could pull up to $500 billion in deposits out of U.S. banks by 2028, intensifying competition for core banking functions such as deposits and payments. This projection highlights the structural threat stablecoins pose when they are widely adopted for everyday financial use.

4. Broader Use Cases and Institutional Adoption Grow
Beyond crypto trading, stablecoins are increasingly used in cross-border payments, remittances, and digital settlements, as noted by market research. Stablecoin market capitalizations continue to expand, and financial institutions are exploring tokenized payments and integration with existing treasury systems. This evolution suggests stablecoins are transitioning from niche crypto instruments to mainstream financial infrastructure.

Why It Matters

Stablecoins sit at the intersection of traditional finance and digital innovation. How they are regulated and integrated will shape:

• The structure of global payment systems

• The role of central banks and commercial banks in digital money

• The velocity and liquidity of cross-border capital flows

A regulatory regime that favors crypto issuance could accelerate a shift away from legacy financial rails and toward 24/7 digital settlement infrastructure.

Why It Matters to Foreign Currency Holders

Stablecoins tied to major currencies (especially the U.S. dollar and euro) influence:

• Liquidity preferences in FX markets

• Portfolio allocations toward digital assets

• Reserve diversification strategies

If stablecoins capture more utility beyond trading — such as global payments or treasury functions — they could reduce reliance on traditional FX corridors and dollar liquidity provisioning.

Implications for the Global Reset

Pillar 1 — Monetary Innovation Meets Policy Frameworks
Stablecoins are forcing policymakers to reconsider what constitutes money, credit, and payment systems in a digitally native era. Establishing secure, scalable legal frameworks may redefine how value is transferred and stored globally.

Pillar 2 — Fragmenting or Reinforcing the Dollar Regime
Stablecoins denominated in USD can either reinforce dollar dominance by providing new rails and liquidity or erode it by enabling alternative clearing systems and bypassing traditional banking intermediaries.

Stablecoins aren’t a fringe innovation — they’re shaping the next chapter of money.

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources

1. The stablecoin war: Wall Street vs crypto over the future of money — Financial Times

2. Hong Kong to issue first stablecoin licenses in March 2026 — Reuters

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Global Equity Markets and FX React to Fed Nomination

Trump’s choice for Federal Reserve Chair rattles markets — equities slide, currencies shift, and global risk sentiment realigns.

Overview

Global financial markets dipped sharply as investors reacted to growing uncertainty over President Donald Trump’s nomination of Kevin Warsh as the next Federal Reserve Chair. Equity futures, major international indices, and currency markets showed heightened volatility as traders reassessed expectations for U.S. monetary policy and central bank independence. The move is widely interpreted as a potential shift toward tighter monetary policy and reduced market support — sparking broader reactions across global risk assets.

Key Developments

1. U.S. Futures and Global Shares Slide
Equity futures in the United States fell, with major indices such as the S&P 500 and Dow Jones Industrial Average showing losses ahead of the trading week. Asian markets also declined, with South Korea’s benchmark Kospi falling more than 5%, while European indices opened modestly lower. Losses were broad-based, hitting tech, industrial, and financial sectors alike as risk assets shed value.

2. Impact on Currencies and Safe Havens
Concerns about potential changes in the Fed’s direction bolstered the U.S. dollar relative to major peers, reducing the appeal of non-yielding assets. The retreat in gold and silver prices, which had previously benefitted from safe-haven demand amid uncertainty, reflects renewed confidence in policy clarity but also underscores the complexity of market reactions.

3. Policy Independence and Market Confidence
Investors are closely watching whether Warsh’s nomination signals a shift in the Federal Reserve’s independence from presidential influence. Some market participants fear political pressures could influence rate decisions or balance-sheet policies, raising questions about central bank credibility and the future trajectory of interest rates.

4. Broader Commodities and Risk Assets Slide
The sell-off in equity markets was accompanied by weakness in commodities. Precious metals, energy, and industrial metals reflected broader risk aversion and changing expectations for global demand and financial conditions. This dynamic suggests that the ripple effects from a major central bank leadership change can extend far beyond U.S. markets.

Why It Matters

Central banks are fundamental pillars of the modern financial system. Market reactions to leadership changes at the Federal Reserve don’t just influence short-term asset prices — they impact global liquidity, currency valuations, risk premiums, and capital flows. A perception of reduced independence or altered policy stance can reshape investment decisions from New York to Shanghai.

Why It Matters to Foreign Currency Holders

FX markets are highly sensitive to monetary policy shifts and perceived shifts in central banking philosophy:

• A stronger dollar makes foreign debt service more expensive for emerging markets;

• Currency diversification strategies may accelerate when reserve expectations change;

• Cross-border flows can shift rapidly in response to policy uncertainty.

These dynamics often operate beneath headline headlines but ultimately shape reserve management and international investment decisions.

Implications for the Global Reset

Pillar 1 — Policy Certainty vs Market Nervousness
Uncertainty about the Fed’s future priorities may accelerate structural reallocation of assets — from riskier equities to more defensive positions — and highlight how central bank policy influences global financial equilibrium.

Pillar 2 — Interconnectedness of Markets and Monetary Signals
Equity, FX, and commodity markets are now tightly coupled with expectations for major central bank leadership. This coupling suggests that monetary policy shifts — or even the perception of such shifts — are potent forces in global economic realignment.

Central bank leadership isn’t just a Washington story — it’s a pivot point for global money flows and market psychology.

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources

• US futures and world shares slip as worries over Trump’s Fed chief pick and AI weigh on markets (AP News) — International markets reacted to uncertainty around the Fed nomination with broad equity and FX weakness.

• Slump in commodities rattles global markets (Reuters) — Commodity markets and risk assets also sold off on renewed dollar strength and policy concerns.

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🌱 A Message to Our Currency Holders🌱

If you’ve been holding foreign currency for many years, you were not foolish.
You were not wrong to believe the global financial system would change.

What failed was not your patience — it was the information you were given.

For years, dates, rumors, and personalities replaced facts, structure, and proof. “This week” predictions created cycles of hope and disappointment that were never based on how currencies actually change.

That is not your failure.

Our mission here is different:   • No dates • No rates • No hype • No gurus

Instead, we focus on:
• Verifiable developments • Institutional evidence
• Global financial structure • Where countries actually sit in the process

Currency value changes only come after sovereignty, trade, banking, settlement systems, and fiscal coordination are in place. History and institutions confirm this sequence.

You will see silence. You will see denials. That is not delay — that is discipline.

Protect your identity. Organize your documents.       Verify everything.
Never hand your discernment to anyone who cannot show proof.

You deserve truth — not timelines.

Seeds of Wisdom Team
Newshounds News

~~~~~~~~~~

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Follow the Gold/Silver Rate COMEX

Follow Fast Facts

Seeds of Wisdom Team™ Website

Thank you Dinar Recaps

Iraq Economic News and Points To Ponder Monday Morning 2-2-26

The Iraqi Dinar Continues To Recover Against The Dollar In Baghdad Markets.

Money and Business  Economy News – Baghdad  The Iraqi dinar continued its gradual improvement against the US dollar in Baghdad markets on Monday, recording a new decline in exchange rates compared to yesterday's trading.

Baghdad markets witnessed a decrease in the exchange rate of the US dollar against the Iraqi dinar, as part of a gradual recovery of the local currency in recent days.

The dollar exchange rate in the local market reached about 148,000 dinars per 100 dollars, recording an additional decline compared to yesterday’s price of 149,300 dinars per 100 dollars in the Al-Kifah exchange.   https://economy-news.net/content.php?id=65242

IMF Managing Director: We Expect Global Inflation To Fall To 3.8% This Year

Money and Business   Economy News - Follow-up   The head of the International Monetary Fund predicted on Monday that global inflation would fall to 3.8% this year and to 3.4% in 2027 as demand declines and energy prices fall.

Kristalina Georgieva said in a speech at a forum in Dubai that global growth has maintained its level "remarkably" despite profound shifts in geopolitical conditions, trade policies, technology and demographics, according to Reuters.   https://economy-news.net/content.php?id=65234

Iraq Records An Increase In Accumulated Domestic Debt To 89 Trillion Dinars

Money and Business   Economy News – Baghdad   The economic advisor to the Prime Minister, Mazhar Muhammad Salih, announced that Iraq's accumulated domestic debt has risen to 89 trillion dinars.

According to the official newspaper, Mazhar Muhammad Saleh said that the solutions adopted by the financial authority, within the framework of the government program, are aimed at diversifying sources of income and reducing dependence on external loans, in parallel with proceeding with the path of economic reform through the restructuring of government banks, stressing that the state is moving towards consolidating the philosophy of partnership with the private sector.

Saleh revealed that Iraq’s external public debt amounts to only $13 billion, while the accumulated internal public debt has risen to about 89 trillion dinars, stressing that there is a governmental direction to transform this “internal” debt from a financial burden into an opportunity for development and investment, but he acknowledged that the escalating pressures of servicing the internal debt may negatively affect the standard of living of citizens.

He added that “under the influence of fluctuations in the oil asset cycle, and the escalation of geopolitical pressures in energy belt regions since the middle of last year, along with the slowdown in global economic growth and the rise in levels of uncertainty in international real investment – ​​whose growth is a strategic factor in energy demand – the financial situation in Iraq has faced major challenges, given its dependence on oil export revenues of nearly 88%.”

The Prime Minister’s economic advisor explained that “in this context, the accumulated domestic public debt over the years has increased to about 89 trillion Iraqi dinars (equivalent to about 67 billion dollars) at the end of 2025, an increase of nearly 6% compared to 2024,” attributing this increase mainly to the public finances’ reliance on domestic borrowing from government banks to finance the temporary budget deficit resulting from the decline in oil prices and the fluctuation of oil revenues.

He explained, "This path has produced tangible effects on the liquidity of the economy, as the continuation of the fiscal deficit and the recourse to internal financing, in conjunction with the rise in government expenditures, would deepen the actual deficit in the budget and leave negative effects on economic growth," indicating that "this problem is exacerbated in light of the limited non-oil revenues, which have become close in size to the costs of servicing the debt itself, if this path is not addressed radically."

He added, "Moreover, increased investment in government debt instruments has become more attractive to government banks than lending to the private sector, which limits the role of credit in stimulating productive activity. In addition, the rising pressures of servicing domestic debt may negatively affect the standard of living of citizens if it begins to burden price support programs and social welfare networks."

Saleh explained that “in contrast, Iraq’s external debt is only about $13 billion, which is a low level compared to the gross domestic product. International creditors appreciate Iraq’s ability to meet its external obligations thanks to the strength of its foreign reserves and its financial stability, which has contributed to giving it a stable and promising credit rating.”

He revealed that “based on this, the solutions adopted by the financial authority, within the framework of the government program, are aimed at diversifying sources of income and reducing dependence on external loans, in parallel with proceeding with the path of economic reform through restructuring government banks, improving the efficiency of the financial sector, and enhancing transparency and accountability in public finance management through digital governance and expanding digital financial inclusion.”

The economic advisor pointed out that "there are clear trends to transform internal public debt from a financial burden into opportunities for development and productive investment in real assets, through adopting the philosophy of partnership between the state and the private sector, especially in the real sectors with high productivity, which is expected to form one of the axes of the economic program for the next stage." https://economy-news.net/content.php?id=65239

In The Presence Of The Framework Delegation, Al-Sudani And Barzani Affirmed Their Commitment To Completing The Formation Of The Government.

Economy News – Baghdad   Prime Minister Mohammed Shia al-Sudani and Kurdistan Democratic Party leader Masoud Barzani affirmed on Monday their commitment to completing the formation of the government in accordance with the results of the parliamentary elections.

A statement from his media office, received by “Al-Eqtisad News”, stated that “Al-Sudani met in Erbil with the President of the Kurdistan Democratic Party, Masoud Barzani, in the presence of the accompanying Coordination Framework delegation, which included the Secretary-General of the Badr Organization, Hadi Al-Amiri, the President of the Al-Asas Coalition, Mohsen Al-Mandalawi, and the Secretary-General of the Framework, Abbas Radhi.”

He noted that "the meeting discussed the upcoming constitutional entitlements, foremost among them the election of the President of the Republic, in order to proceed with completing the formation of the government in accordance with the results of the parliamentary elections."

He explained that "the meeting addressed the current developments in the region, the situation in Syria, and the importance of unifying the Iraqi national political discourse regarding these changes and events, in order to strengthen Iraq's position and its supreme national interests."   https://economy-news.net/content.php?id=65250   

Dollar Declines In Baghdad And Erbil

2026-02-02 Shafaq News– Baghdad/ Erbil  The US dollar opened Monday’s trading lower in Iraq, hovering around 149,000 dinars per 100 dollars.

According to a Shafaq News market survey, the dollar traded in Baghdad's Al-Kifah and Al-Harithiya exchanges at 149,000 dinars per 100 dollars, down from the previous session's 149,400 dinars.

In the Iraqi capital, exchange shops sold the dollar at 149,500 dinars and bought it at 148,500 dinars, while in Erbil, selling prices stood at 148,900 dinars and buying prices at 148,700 dinars.   https://www.shafaq.com/en/Economy/Dollar-declines-in-Baghdad-and-Erbil

Gold Prices Fall In Baghdad And Erbil Markets

2026-02-02   Shafaq News– Baghdad/ Erbil  On Monday, gold prices hovered around one million IQD per mithqal in Baghdad and Erbil markets, marking a sharp decline from the previous session, according to a survey by Shafaq News Agency.

Gold prices on Baghdad's Al-Nahr Street recorded a selling price of 970,000 IQD per mithqal (equivalent to five grams) for 21-carat gold, including Gulf, Turkish, and European varieties, with a buying price of 965,000 IQD. The same gold had sold for 997,000 IQD on Sunday.

The selling price for 21-carat Iraqi gold stood at 940,000 IQD, while the buying price reached 936,000 IQD.

In jewelry stores, the selling price per mithqal of 21-carat Gulf gold ranged between 970,000 and 980,000 IQD, while Iraqi gold sold for between 940,000 and 950,000 IQD.

In Erbil, 22-carat gold was sold at 1.059 million IQD per mithqal, 21-carat gold at 1.012 million IQD, and 18-carat gold at 865,000 IQD.   https://www.shafaq.com/en/Economy/Gold-prices-fall-in-Baghdad-and-Erbil-markets-1-8

Oil Prices Plunge On Signs Of US-Iran De-Escalation

2026-02-02 Shafaq News   Oil prices fell 4% on Monday as U.S. President Donald Trump said over the weekend Iran was "seriously talking" with Washington, signalling de-escalation with an OPEC member after risks of a military strike drove prices to multi-month highs.

Brent crude futures were down $2.81, or 4.1%, to $66.51 per barrel at 0325 GMT. U.S. West Texas Intermediate crude fell $2.70, or 4.1%, to $62.51 per barrel.

Both contracts dropped sharply from the previous sessions, when Brent touched a six-month high and WTI was hovering near its highest since late September on mounting tensions between the United States and Iran.

Trump has repeatedly threatened Iran with intervention if it does not agree to a nuclear deal or continues killing protesters. The persistent threats have underpinned oil prices throughout January, said Priyanka Sachdeva, an analyst at Phillip Nova.

"The recent pullback has also been reinforced by renewed strength in the U.S. dollar, which typically makes dollar-denominated oil more expensive for non-U.S. buyers, further weighing on prices," Sachdeva said.

On Saturday Trump told reporters Iran was "seriously talking," hours after Tehran's top security official Ali Larijani said arrangements for negotiations were underway.

Trump's comments, along with reports that the naval forces of Iran's Revolutionary Guards have no plans to carry out live-fire exercises in the Strait of Hormuz, are signs of de-escalation, said IG market analyst Tony Sycamore.

"The crude oil market is interpreting this as an encouraging step back from confrontation, easing the geopolitical risk premium built into the price during last week's rally and prompting a bout of profit-taking," he said.

OPEC+ agreed to keep its oil output unchanged for March at a meeting on Sunday. In November they froze further planned increases for January through March 2026 because of seasonally weaker consumption.

"Geopolitical risks mask a fundamentally bearish oil market," Capital Economics said in a January 30 note. "The historical example of last year's 12-day war (between Israel and Iran), and a well-supplied oil market, will still bear down on Brent crude prices by end-2026."   (Reuters)   https://www.shafaq.com/en/Economy/Oil-prices-plunge-on-signs-of-US-Iran-de-escalation

MilitiaMan and Crew: IQD News Update-Global Trade-WTO-USA-Political Noise-Digital

MilitiaMan and Crew: IQD News Update-Global Trade-WTO-USA-Political Noise-Digital

2-1-2026

The Crew:  Samson, PompeyPeter, Petra, Daytrader, Sunkissed, GIGI and Militia Man

Follow MM on X == https://x.com/Slashn

Be sure to listen to full video for all the news……..

https://www.youtube.com/watch?v=Wwjmwg3QakA

Dollar Collapse, this is Why Global Money is Fleeing the US

Dollar Collapse, this is Why Global Money is Fleeing the US

Lena Petrova:  2-1-2026

In a recent episode of the World Affairs and Context podcast, Lena Petrova sat down with Larry McDonald, a New York Times best-selling author and founder of the Bear Traps Report, to discuss the recent decline in the US dollar and its implications on the global economy.

The conversation was enlightening, offering insights into the complex dynamics driving the dollar’s downtrend and the shifting landscape of financial markets.

According to Larry, the dollar’s decline is not a short-term phenomenon but rather a consequence of long-term fiscal irresponsibility, political sanctions, trade conflicts, and the global transition from a uni-polar to a multi-polar world.

The US government’s actions, including bipartisan sanctions and property confiscations, have alienated global trading partners, prompting them to reduce their reliance on the dollar. This trend is evident in the increasing diversification of global reserves away from the dollar.

Larry highlights that there are internal divisions within the US government regarding the dollar’s future. A faction within the government advocates for a weaker dollar to rebalance global trade, support the rust belt, and help repay the enormous national debt via debt monetization.

Essentially, debt monetization involves keeping interest rates below inflation, thereby inflating away debt over time. This concept is often misunderstood, but Larry clarifies that inflation reduces the real value of debt, making it a viable strategy for managing the US’s substantial debt burden.

The podcast discussion touches on the migration of capital from financial assets, particularly US treasuries and growth stocks like the MAG7, into hard assets such as gold, copper, and other commodities.

This shift is driven by skepticism toward US fiscal policy and a weakening dollar. Central banks globally are increasing gold reserves as a hedge against dollar risk, further underscoring the declining confidence in the dollar.

Despite the weak dollar, the US stock market has shown remarkable resilience. Larry attributes this to capital flowing away from mega-cap tech growth stocks toward international and value equities, signaling a broadening market trend.

However, he expresses concern about an emerging AI bubble, fueled by speculative valuations, massive capital expenditures, and rising memory chip costs. This bubble could potentially hamper sustainable returns and lead to a market correction.

The discussion also highlights recent moves by European pension funds exiting US treasuries due to concerns about US fiscal stability and political uncertainty.

This reinforces the theme of global capital reallocating away from traditional dollar-denominated safe havens. As investors become increasingly wary of the dollar’s stability, they are diversifying their portfolios into alternative assets.

Larry offers a nuanced perspective on the future of the dollar and gold. While the dollar is under pressure, a complete collapse is unlikely due to the US’s geopolitical power and military strength.

He foresees a scenario where inflation resurges later in the year, prompting the Federal Reserve to tighten monetary policy, which would strengthen the dollar once again. Thus, the dollar’s decline is a complex, ongoing process with potential reversals, rather than an inevitable collapse.

In conclusion, the dollar’s decline is a multifaceted issue driven by a combination of factors, including fiscal irresponsibility, political sanctions, and global economic shifts.

As the global economy continues to evolve, investors must stay informed and adapt to the changing landscape. For further insights and information, watch the full video from Lena Petrova, where she delves deeper into the complexities of the dollar’s decline and its implications for the global economy.

https://youtu.be/FnndL5IxTxM

Seeds of Wisdom RV and Economics Updates Sunday Afternoon 2-1-26

Good Afternoon Dinar Recaps,

Historic Silver Price Collapse: What Caused It and What Comes Next

Silver’s unprecedented drop exposes deeper structural strain in global markets and raises questions about futures, liquidity, and accountability.

Overview

Silver recently experienced one of the largest single-day percentage drops in history, briefly falling more than 30% in 24 hours after a year of parabolic price gains that drove it above record nominal highs.
This violent move wasn’t merely a technical correction — it reflected fundamental supply-demand imbalances, forced liquidations triggered by futures market mechanics, and a deep disconnect between paper contracts and physical metal availability.

Key Developments

1. Parabolic Rally Meets Margin Hikes and Forced Liquidations
After a dramatic rally throughout late 2025 and early 2026, silver prices climbed above $110 per ounce amid surging industrial demand for green energy and electronics inputs.
To contain extreme volatility, the CME Group raised margin requirements on COMEX silver futures several times, culminating in a cumulative increase of nearly 50% in a short period.
These margin hikes forced heavily leveraged traders to liquidate positions, triggering cascading stop-loss orders and sharp price decline — a classic deleveraging event.

2. Structural Physical Shortage Underlies Market Stress
Independent data shows a growing physical shortage of silver:

• Lease rates (the cost to borrow physical metal) spiked dramatically, signaling scarcity.

• Above-ground inventories in London and COMEX vaults have been falling sharply for years, with LBMA stockpiles down nearly 40% since 2021.

• Physical premiums in some global markets (e.g., Japan and the UAE) have traded far above COMEX prices, reflecting real shortages of available metal.

Physical production faces structural limits: mining output has lagged demand for five consecutive years, creating a cumulative supply deficit approaching 800 million ounces as of late 2025.

3. Paper vs. Physical Disconnect Strains Price Discovery
Silver’s market structure now shows signs of “backwardation” — where spot prices exceed future prices — a rare condition indicating buyers want immediate physical metal rather than future delivery.
Meanwhile, COMEX registered inventories (metal available for delivery) have dwindled even as open interest (paper claims) remains high, pointing to a disconnect between what the market promises and what it can deliver.

4. Manipulation Allegations Resurface but No Confirmed Criminal Probes
Sharp moves like the recent crash reignite long-standing claims that major bullion banks and institutional players use concentrated net short positions, algorithmic selling, and other tactics in futures markets to suppress prices. Historical enforcement actions against spoofing and manipulation in precious metals markets lend context to these concerns.
However, as of now:

• There is no confirmed U.S. criminal investigation specifically targeting recent silver pricing actions or COMEX handling of contract delivery failures;

• No major bullion banks have been publicly charged over the 2025–26 price moves;

• Regulatory bodies like the Commodity Futures Trading Commission (CFTC) and CME have not opened a public criminal probe into silver futures behavior.

Current regulatory focus has been on risk management (e.g., raising margin requirements) rather than punitive enforcement.

Why It Matters

Silver’s drop exposes a fragile market framework:

• A parabolic price arc built on leveraged futures rather than physical supply,

• Eroding inventories at major exchanges,

• Sharp divergence between paper contracts and true metal availability,

• Rising industrial demand that physical mine output cannot satisfy.

This dynamic threatens the integrity of the price-discovery mechanism that underpins global commodity markets.

Why It Matters to Foreign Currency Holders

Precious metals like silver are often viewed as safe-haven assets and hedges against currency debasement. Severe volatility and structural imbalances in silver markets can:

• Trigger rapid reallocations in portfolios,

• Influence inflation expectations and hedge demand,

• Alter correlations between metals, currencies, and risk assets.

If confidence in futures pricing mechanisms erodes further, capital flows may shift toward tangible assets and away from paper instruments — a trend that can ripple across FX and commodity markets.

Implications for the Global Reset

Pillar 1 – Paper-to-Physical Disconnect Signals Structural Fragility
The silver market highlights the risks inherent in derivatives-heavy financial systems where paper claims far exceed underlying real assets. Systemic stress in one corner of global finance can presage broader imbalances.

Pillar 2 – Markets Are Repricing Risk and Storage
Backwardation and physical scarcity reflect a broader shift toward real asset value over leveraged price speculation — a dynamic that often precedes monetary and reserve system adjustments during transitional economic eras.

This is not just a correction — it is a systemic stress test revealing deep fractures between promises and deliverables in global commodity markets.

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources

• Historic Silver Drop Sparks Fresh Concerns Over Market Manipulation — deepest one-day decline on record and paper-vs-physical disconnect.

• FXStreet — Silver supply squeeze analysis showing structural deficits and lease-rate spikes.

• CFTC/CME margining and forced liquidation events reported in year-end liquidation narratives.

~~~~~~~~~~

China’s Global South Strategy: The Quiet Campaign to Undermine U.S.-Led Alliances

Beijing expands influence through infrastructure, technology, and soft power—reshaping global power without firing a shot.

Overview

China is executing a long-term strategy aimed at counterbalancing U.S.-led alliances such as NATO, AUKUS, and the Quad by cultivating influence across the Global South. Rather than direct confrontation, Beijing relies on economic integration, technological expansion, military modernization, and alternative institutions to weaken Western dominance and accelerate the shift toward a multipolar world order.

Key Developments

1. Economic Power as Strategic Leverage
At the core of China’s outreach is the Belt and Road Initiative (BRI), which links developing nations to Chinese capital through infrastructure, ports, digital networks, and energy projects. These investments provide alternatives to Western financial institutions while deepening economic dependence on Beijing. China has refined this approach with “small but beautiful projects” to reduce backlash over debt concerns while maintaining influence.

2. Building Counter-Alliances Outside the West
China is strengthening non-Western security and political groupings, particularly the Shanghai Cooperation Organisation (SCO). By coordinating security positions and expanding membership, Beijing positions the SCO as a counterweight to NATO while reinforcing partnerships with Russia, Iran, and Central Asian states to circumvent sanctions and dilute Western leverage.

3. Military Modernization Without Direct Conflict
Beijing has shifted from “near-water defense” to open-sea protection, rapidly expanding its blue-water navy, hypersonic missile programs, cyber warfare capabilities, and artificial intelligence integration. These developments are designed to raise the cost of Western containment—especially in Taiwan and the South China Sea—without provoking outright war.

4. Gray-Zone Tactics and Cyber Influence
China increasingly employs gray-zone operations, including cyber activities, economic coercion, and information influence campaigns. These actions weaken adversaries incrementally, disrupting infrastructure and political cohesion while remaining below the threshold of open military confrontation.

5. Reframing Global Power as North vs. South
Diplomatically, China presents itself as the champion of the Global South, redefining global tensions not as East versus West, but as North versus South. Beijing emphasizes “non-interference,” partnership, and development, positioning its governance model as an alternative to Western conditional aid and political pressure.

Why It Matters

China’s strategy challenges the foundations of the post-World War II international system. By offering economic lifelines, security partnerships, and monetary alternatives, Beijing is steadily eroding Western influence in regions once dominated by U.S. and European institutions.

Why It Matters to Foreign Currency Holders

As China promotes local-currency trade, monetary diplomacy, and reduced dollar dependence, the long-term implications for the global reserve system are significant. A successful multipolar shift would weaken dollar dominance, elevate regional currencies, and potentially accelerate currency realignments tied to a broader global financial reset.

Implications for the Global Reset

Pillar 1 – Financial System Rebalancing
China’s push for alternative payment systems, local-currency settlements, and non-Western financial institutions directly challenges dollar hegemony and accelerates fragmentation of the global monetary order.

Pillar 2 – Power and Alliance Realignment
As supply chains, security arrangements, and development financing increasingly align with Beijing rather than Washington, global influence shifts away from traditional Western blocs toward a more decentralized, multipolar framework.

This is not just diplomacy—it’s a slow-motion restructuring of global power, finance, and sovereignty.

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources

• Modern Diplomacy — How China Courts the Global South to Counter U.S. Alliances

• Council on Foreign Relations — China’s Growing Influence in the Global South

~~~~~~~~~~

Dollar Has Further to Fall as BRICS Builds a Parallel Financial System

Gold accumulation, CBDCs, and non-dollar trade signal accelerating erosion of dollar dominance.

Overview

The U.S. dollar is facing mounting structural pressure as the BRICS alliance accelerates development of a parallel financial system designed to operate outside Western control. Recent dollar weakness, historic central bank gold accumulation, and the rollout of BRICS-linked digital settlement tools are reinforcing concerns that global reserve dynamics are shifting faster than markets previously anticipated.

Currency strategists increasingly agree the dollar’s decline is not cyclical, but structural — driven by policy uncertainty, sanctions risk, and the emergence of viable alternatives to dollar-based trade and settlement.

Key Developments

1. Dollar Weakness Signals Structural Stress
The U.S. dollar fell to a four-year low this week, sliding roughly 3% in a single week against major currencies. Analysts at ING project an additional 4–5% decline through 2026, citing policy uncertainty and changing global investment behavior. Market consensus now centers on direction, not whether the dollar weakens further.

2. Gold Replaces Dollars in Central Bank Portfolios
BRICS nations have accumulated more than 6,000 metric tons of gold, representing approximately 21% of global central bank reserves. Russia and China alone hold over 4,600 tons combined. In 2025, foreign central banks’ gold holdings surpassed U.S. Treasury holdings in value for the first time in nearly three decades — a milestone signaling a structural reallocation away from dollar assets.

Gold prices surged above $5,500 per ounce in January 2026, reinforcing gold’s renewed role as a neutral reserve asset amid sanctions risk and fiscal concerns in the United States.

3. BRICS Settlement Tools Move From Theory to Reality
Late in 2025, BRICS launched a pilot digital settlement unit known as the “Unit”, backed 40% by physical gold and 60% by BRICS national currencies. The system was designed specifically to bypass Western clearing mechanisms for cross-border trade.

In parallel, BRICS Pay, a CBDC-based settlement network, is scheduled for expanded rollout throughout 2026. India, chairing BRICS this year, is proposing the interlinking of member CBDCs to streamline trade and tourism payments across BRICS+ economies.

4. Dollar Share of Global Reserves Continues to Decline
The dollar’s share of global foreign exchange reserves has fallen from 58.2% in 2024 to approximately 56.9% in early 2026. Russia and China now settle most bilateral trade in rubles and yuan, while Brazil and India increasingly price commodities in local currencies to avoid dollar exposure.

Meanwhile, the mBridge platform — involving China, Hong Kong, Saudi Arabia, Thailand, and the UAE — has already processed RMB 387.2 billion ($55 billion) in transactions, with 95% settled in digital yuan, proving that large-scale alternatives to dollar settlement are already operational.

5. Policy Uncertainty Accelerates Capital Flight
Currency strategists point to heightened policy volatility in Washington as a key driver of the dollar’s weakness. Abrupt shifts in trade and geopolitical posture have increased hedging behavior, reduced Treasury exposure among European pension funds, and accelerated capital flows into non-dollar assets.

Eleven of nineteen emerging-market currencies tracked by Oxford Economics gained more than 1% against the dollar this month, underscoring the breadth of the shift.

Why It Matters

What was once dismissed as “de-dollarization rhetoric” is now manifesting through measurable reserve reallocations, operational payment systems, and coordinated BRICS policy action. The dollar’s decline reflects eroding confidence in U.S. fiscal sustainability and the growing cost of weaponized finance.

Why It Matters to Foreign Currency Holders

As gold-backed settlement units, CBDCs, and local-currency trade expand, holders of foreign currencies may benefit from revaluation dynamics tied to a multipolar monetary system. These developments align with long-term expectations of currency realignment as the dollar’s reserve premium weakens.

Implications for the Global Reset

Pillar 1 – Monetary System Transition
The rise of gold-backed digital settlement tools and CBDC interoperability directly challenges the dollar-centric reserve framework that has governed global finance since Bretton Woods.

Pillar 2 – Trade and Power Realignment
As BRICS bypass Western intermediaries, trade flows increasingly reflect geopolitical alignment rather than dollar necessity, reshaping global influence and reducing the effectiveness of sanctions-based enforcement.

This is not a dollar crash — it’s a controlled unwind of monetary dominance decades in the making.

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources

• Watcher.Guru — Dollar Has Further to Fall While BRICS Builds Parallel System

• Bank for International Settlements (BIS) — mBridge and the Future of Cross-Border CBDC Payments

~~~~~~~~~~

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Iraq Economic News and Points To Ponder Sunday Afternoon 2-1-26

Dollar Drops In Baghdad And Erbil Markets

2026-02-01 Shafaq News– Baghdad/ Erbil  The US dollar closed Sunday’s trading lower in Iraq, hovering around 148,000 dinars per 100 dollars.  According to a Shafaq News market survey, the dollar traded in Baghdad's Al-Kifah and Al-Harithiya exchanges at 148,350 dinars per 100 dollars, down from the opening session’s 149,400 dinars.

In the Iraqi capital, exchange shops sold the dollar at 148,750 dinars and bought it at 147,750 dinars, while in Erbil, selling prices stood at 148,050 dinars and buying prices at 147,850 dinars.

https://www.shafaq.com/en/Economy/Dollar-drops-in-Baghdad-and-Erbil-markets

Iraq Boosts Fuel Self-Sufficiency With Launch Of FCC Unit

2026-02-01   Shafaq News– Baghdad  Iraq is set to secure 4,200 cubic meters of high-octane gasoline for the domestic market after commissioning the Fluid Catalytic Cracking (FCC) unit at the South Refineries Company, the Ministry of Oil announced on Sunday.

According to a statement from the ministry, Hussam Hussein Wali, the director general of the company, noted that the unit entered final operation on January 31 as part of Iraq’s drive toward self-sufficiency in refined petroleum products.

Iraqi caretaker Prime Minister Mohammed Shia al-Sudani previously affirmed that Iraq targets exports of oil derivatives to global markets by 2030.

In November, Iraq formally halted fuel imports after achieving self-sufficiency in gasoline, diesel, and kerosene, under a directive by Al-Sudani. The order instructed the Oil Ministry to regulate domestic consumption and channel surplus production toward exports.

Iraq, OPEC’s second-largest producer, continues to rely heavily on imports due to challenges such as security threats, political instability, aging infrastructure, and resource depletion. Gas flaring and opaque contracts further complicate its energy sector, driving higher demand for refined oil products. Read more: Why doesn't Iraq export petroleum derivatives?

https://www.shafaq.com/en/Economy/Iraq-boosts-fuel-self-sufficiency-with-launch-of-FCC-unit

Gold Prices Fall In Baghdad And Erbil Markets

2026-02-01 Shafaq News– Baghdad/ Erbil   On Sunday, gold prices hovered around one million IQD per mithqal in Baghdad and Erbil markets, marking a sharp decline from the previous session, according to a survey by Shafaq News Agency.

Gold prices on Baghdad's Al-Nahr Street recorded a selling price of 996,000 IQD per mithqal (equivalent to five grams) for 21-carat gold, including Gulf, Turkish, and European varieties, with a buying price of 992,000 IQD. The same gold had sold for 1.040 million IQD on Saturday.

The selling price for 21-carat Iraqi gold stood at 966,000 IQD, while the buying price reached 962,000 IQD.

In jewelry stores, the selling price per mithqal of 21-carat Gulf gold ranged between 995,000 and 1.005 million IQD, while Iraqi gold sold for between 965,000 and 975,000 IQD.

In Erbil, 22-carat gold was sold at 1.125 million IQD per mithqal, 21-carat gold at 1.075 million IQD, and 18-carat gold at 922,000 IQD.  https://www.shafaq.com/en/Economy/Gold-prices-fall-in-Baghdad-and-Erbil-markets-6-7

Iraqi Oil Exports To US Slide To 83,000 Bpd

2026-02-01   Shafaq News– Baghdad/ Washington   Crude oil exports from Iraq, OPEC’s second-largest producer, to the United States fell to 83,000 barrels per day (bpd) over the past week from 251,000 bpd a week earlier, according to data released Sunday by the US Energy Information Administration.

The EIA figures showed the decline amounted to 168,000 bpd week on week.

Overall, average US crude oil imports from ten major suppliers stood at 4.908 million bpd, down 677,000 bpd from 5.585 million bpd recorded the previous week.

Canada ranked as the largest crude supplier to the United States during the week, with average imports of 3.813 million bpd, followed by Saudi Arabia at 370,000 bpd, Mexico at 216,000 bpd, and Colombia at 128,000 bpd. US crude imports averaged 119,000 bpd from Ecuador, 94,000 bpd from Venezuela, 43,000 bpd from Brazil, 41,000 bpd from Nigeria, and 1,000 bpd from Libya.   Daily US oil consumption stands at around 20 million barrels, making it the world’s largest oil consumer.   https://www.shafaq.com/en/Economy/Iraqi-oil-exports-to-US-slide-to-83-000-bpd

Iraq Lowers Customs Import Value Estimates By 25%

2026-02-01 Shafaq News– Baghdad   Iraq’s General Authority of Customs at the Ministry of Finance approved on Sunday a 25% reduction on the average import values recorded in the ASYCUDA customs system.

According to the authority, the directive aims to strike a balance between maximizing state revenues and easing customs procedures at border points.

In January, the Iraqi government raised customs tariffs, setting rates between 5% and 30% across multiple brackets. The increases were applied to the full customs tariff schedule, which includes 99 chapters and around 16,400 internationally adopted tariff items.

Several Iraqi provinces, including the capital Baghdad, have witnessed angry protests against the government’s decision to impose new taxes and fees, as well as the enforcement of customs tariffs on imported goods.

Read more: Delayed reform or fiscal shock? Iraq’s tax measures test state capacity

https://www.shafaq.com/en/Economy/Iraq-lowers-customs-import-value-estimates-by-25

Iraq Continues To Suspend Its Oil Production Increases

Time: 2026/02/01 14:01:43 Readings: 165 times  {Economic: Al-Furat News} Reuters reported on Sunday that Iraq, as an active member of the OPEC+ alliance, will maintain its decision to suspend oil production increases for March 2026, in a move aimed at preserving the stability of global crude prices, amid Brent crude reaching about $71 a barrel, its highest level in six months.

The eight producing countries – Saudi Arabia, Russia, the United Arab Emirates, Kazakhstan, Kuwait, Iraq, Algeria and Oman – had raised production quotas by about 2.9 million barrels per day during the period from April to December 2025, before freezing any increases from January to March 2026 due to weak seasonal consumption.

Iraq produces a portion of roughly half of the global oil output covered by the OPEC+ alliance, giving it a significant role in market stability. The OPEC+ meeting is scheduled for Sunday at 1:30 PM GMT, while the Joint Ministerial Monitoring Committee will convene to review performance without the authority to make new production decisions.

Oil prices received additional support due to production disruptions in Kazakhstan, while the United States continues to monitor the Iranian situation, including oil sanctions on Tehran and potential military pressure options, amid readiness on both sides to enter into possible dialogue.   LINK