Iraq Economic News and Points To Ponder Sunday Morning 11-2-25

Hantoush: Liberation From Dollar Restrictions Marks A New Beginning For The Iraqi Banking Sector.
 
Information / Baghdad..   Financial and banking expert Mustafa Hantoush confirmed on Saturday that the  banking sector in Iraq is on the verge of a new phase towards liberation from the restrictions of dealing in dollars, stressing that this requires   comprehensive and   radical reforms  to  modernize the banking structure and   enhance its efficiency.

Hantoush told Al-Maalomah News Agency that “about 90% of the Iraqi banking system is still subject to the impact of restrictions imposed on dealing in dollars,   as a result of the   problems and   suspicions that the sector witnessed during the past periods,” indicating that “the latest indicators are positive, and it is expected that some banks will begin to gradually free themselves   from these restrictions during the next three months.

” He added that  "the banking sector still lacks real activity, as  it needs to activate the deposit, lending and investment system    in an integrated manner,  with a review of regulatory standards  in coordination with the Central Bank of Iraq."
 
Hantoush called for "a shift towards full financial inclusion through   diversifying banking services and   expanding the customer base, as well as   strengthening cooperation with international banks and   opening new correspondent channels    that enable Iraqi banks to integrate into the global financial system."
 
Hantoush concluded by emphasizing that "developing technological systems and   streamlining procedures to better serve citizens   represent the most important step in the reform process, as   they are fundamental to eliminating the bureaucracy    that hinders the sector's progress and   limits its competitiveness." End / 25s      
https://almaalomah.me/news/114332/economy/حنتوش:-التحرر-من-قيود-الدولار-بداية-جديدة-للقطاع-المصرفي-الع

World Gold Council: Global Demand Rises 3% To A Record High

Money and Business  Economy News - Follow-up  The World Gold Council said on Thursday that global gold demand rose 3% year-on-year to 1,313 tons, the highest quarterly figure on record, in the third quarter of the year, with a sharp rise in investment demand.

Gold prices in spot trading have risen 50% since the beginning of this year, hitting an all-time high of $4,381 per ounce on October 20, driven by safe-haven demand due to geopolitical tensions, uncertainty over US tariffs, and more recently by a wave of buying motivated by fear of missing out.

Louise Street, chief market analyst at the World Gold Council, said, "The outlook for gold remains bullish, as continued weakness in the US dollar, expectations of lower interest rates, and the risk of stagflation could boost investment demand."

Demand for gold bars and coins rose 17% in the third quarter, led by India and China.

The World Gold Council reported that inflows into gold exchange-traded funds jumped 134%.

The World Gold Council estimated that central banks, another major source of gold demand, increased their purchases by 10% to 219.9 tons in the third quarter, based on reported data and its estimates of unreported purchases.

The council explained that central banks bought 634 tons of gold between January and September, an amount "less than the exceptional levels recorded in the past three years, but still significantly higher than pre-2022 levels."
https://economy-news.net/content.php?id=61767

Iraqi Oil Exports To America Declined During The Week

Economy | 10:08 - 02/11/2025  Mawazin News - Follow-up:  The US Energy Information Administration (EIA) announced a decline in Iraqi oil exports to the United States last week.

In its statistics, the EIA stated that "the average US crude oil imports last week from nine major countries reached 4.708 million barrels per day, a decrease of 508,000 barrels per day from the previous week's average of 5.216 million barrels per day."

It added that "Iraqi oil exports to the US averaged 92,000 barrels per day, a decrease of 163,000 barrels per day from the previous week's average of 255,000 barrels per day."

The EIA also indicated that "the largest source of US oil imports last week came from Canada, averaging 3.580 million barrels per day, followed by Saudi Arabia at 257,000 barrels per day, Mexico at 256,000 barrels per day, and Brazil at 141,000 barrels per day."

According to the table, "US imports of crude oil from Venezuela averaged 121,000 barrels per day, from Nigeria 119,000 barrels per day, from Colombia 72,000 barrels per day, and from Ecuador 70,000 barrels per day, while no quantity was imported from Libya."    https://www.mawazin.net/Details.aspx?jimare=269517

Border crossings: Customs revenues are expected to exceed 2.7 trillion dinars

Economy | 02/11/2025  Mawazin News – Baghdad:  The Border Ports Authority expects customs revenues in Iraq to reach between 2.5 and 2.7 trillion dinars by the end of 2025, confirming that this growth is the highest since 2003.

In a statement received by Mawazin News, the Authority said, “The electronic and monitoring procedures adopted by the government, implemented according to well-defined timelines and with on-the-ground follow-up by port staff, have contributed to a significant increase in revenue collected between 2023 and 2025, after remaining stable at around one trillion dinars annually in previous years.”

The statement added, “The first ten months of 2025 saw revenues exceed 2.1 trillion dinars, the highest figure since 2003, while estimates indicate the possibility of reaching 2.7 trillion dinars by the end of the current fiscal year. This reflects the success of government measures in controlling ports, reducing financial leakage, and improving collection.”

The authority explained that “the improvement was achieved thanks to enhanced oversight and e-governance, expanded security and financial coordination to curb smuggling, and a reduction in illegal exemptions, in addition to the stages of automation and electronic linking, and the auditing of assessment, inspection, and financial transfer processes.”

It noted that “monitoring financial transfers of commercial companies in coordination with governmental and judicial bodies resulted in the recovery of funds and the taking of legal action against violators, as well as obligating hundreds of companies to pay the fees and tax deposits owed after arrest warrants were issued against their authorized managers.”

The authority affirmed that “the improvement in collecting customs and tax revenues represents a strategic achievement that strengthens the state’s non-oil resources and supports the stability of fiscal policy and Iraq’s credit rating with international institutions, in line with the objectives of the government program to maximize non-oil revenues.”

It concluded by stating that “the Prime Minister has directed the completion of the comprehensive automation project for customs during 2026, similar to the electronic procedures adopted at border crossings, within a national plan aimed at increasing revenues and achieving sustainable financial and economic reform.” https://www.mawazin.net/Details.aspx?jimare=269516

For current and reliable Iraqi news please visit:  https://www.bondladyscorner.com

FRANK26….11-1-25…….MR ED (Straight from the Horse’s mouth)

KTFA

Saturday Night Video

FRANK26….11-1-25…….MR ED (Straight from the Horse’s mouth)

This video is in Frank’s and his team’s opinion only

Frank’s team is Walkingstick, Eddie in Iraq and guests

Playback Number: 605-313-5163   PIN: 156996#

https://www.youtube.com/watch?v=aCs3FaFHi4M

Why Everyone has failed to Predict the Stock Market Crash

Why Everyone has failed to Predict the Stock Market Crash

Michael Cowan:  10-31-2025

For years, analysts have been predicting “the big one”—the market crash that would reset asset prices across stocks, real estate, and crypto. Yet, despite seemingly unsustainable valuations and glaring economic cracks, the market indices continue to defy gravity, often setting new highs.

Why haven’t the predicted crashes materialized? Are the bears fundamentally wrong?

According to economic analysis by Michael Cowan, the failure to predict the crash stems from a fundamental misunderstanding of the crisis itself. The real danger isn’t a traditional market crash; it’s a slow, insidious economic collapse driven by the debasement of the US dollar and the global fiat currency system.

The asset bubbles we observe are merely the symptoms of relentless monetary expansion.

How can the stock market thrive while the average consumer struggles?

The answer lies in the central banks’ actions. Following global crises, central banks have consistently chosen the path of least resistance: injecting trillions of dollars into the financial system.

 This process—known colloquially as “money printing”—doesn’t flow into productive ventures or raise average wages; it primarily chases existing assets, inflating their prices.

The result is a stock market that no longer reflects the underlying health of the economy, but rather the sheer volume of new currency chasing limited assets.

When governments intervene to prevent a crash, they simply print more money, guaranteeing that while asset prices may hold stable (or even rise in nominal terms), the value of the currency used to measure them erodes dramatically.

It’s not that the assets are becoming more valuable; it’s that the dollar is becoming less valuable.

To understand the inevitable outcome of this policy, we must look at historic examples of currency debasement.

Consider the case of Venezuela. During periods of hyperinflation in Venezuela, the local stock market indices soared. For an investor looking solely at local currency gains, it appeared there was massive growth. However, when those gains were measured against a stable foreign currency like the US dollar, the “growth” was wiped out entirely.

The local market gains were simply a mathematical reflection of a collapsing currency.

The US dollar’s status as the world’s reserve currency currently provides a powerful cushion, delaying the Venezuelan-style hyperinflation that other countries experience. But this reserve status is not permanent, and the trend line is clear.

Since the Federal Reserve was established in 1913, the purchasing power of the US dollar has plummeted by an astonishing 97%.

The decoupling from the gold standard in 1971 accelerated this trend, allowing governments to expand the money supply virtually unchecked, leading us directly to the current asset bubbles.

History offers a stern warning: since the 1700s, the average lifespan of a fiat currency has been just 27 years. The US dollar has far exceeded that average, holding reserve status for roughly a century—a cycle economists argue is now reaching its inevitable conclusion.

The US national debt is now astronomical, and the interest payments alone are becoming unbearable. Politicians, unwilling or unable to enact the necessary fiscal reforms, face a stark choice: default (politically impossible) or continue to inflate the currency until the debt burden becomes manageable in relative terms.

This unsustainable cycle points toward a forced monetary reset. While the form this reset will take is unknown, central bank digital currencies (CBDCs) are often discussed as a likely vehicle. CBDCs would allow governments unprecedented control over the flow and use of money, effectively giving them the tools to enforce a new economic paradigm designed to stabilize their debt obligations.

Panic is unproductive, but preparation is essential. If the real crisis is the erosion of purchasing power, then our focus must shift from predicting a market drop to securing assets that retain value regardless of the dollar’s instability.

The current economic environment is not one of impending disaster, but one of ongoing transformation. The market hasn’t crashed because the government has been propping it up with newly printed money—a policy that simply shifts the cost directly onto the savings and purchasing power of every citizen.

Understanding that the value of the currency is the true battlefield is the key to surviving the coming monetary reset.

For an extensive deep dive into the history of fiat currency failure and detailed insights into the potential monetary reset, we highly recommend watching the full analysis presented by Michael Cowan.

https://youtu.be/D7jUZ215neA

News, Rumors and Opinions Saturday 11-1-2025

KTFA:

Clare:  Iraq discovers huge reserves of silica sand with a purity of up to 98%

11/1/2025

The Eco Iraq Observatory announced on Saturday the quantities of silica sand discovered in the governorates of Anbar and Najaf, describing it as "white gold".

The observatory said in a statement that "Iraq's environment is rich in natural resources that are no less important than oil, most notably silica sands," indicating that "initial explorations indicate that Anbar province contains about 600 million discovered tons and more than one billion tons of reserves with a purity of up to 98%."

The observatory added, "In the Najaf Governorate, there are quantities estimated at about 330 million tons of sand suitable for glassmaking, and about 577.5 million tons for colored glassmaking, bringing the total to about 907.5 million tons of silica sand explored with a purity of nearly 95%," noting that "the price of one ton of silica sand ranges between 100 and 150 dollars, which makes investing in these resources capable of supplying the general budget with billions of dollars, in addition to providing more than 10,000 job opportunities in the two governorates."

The observatory criticized the "weak procedures for investing in these raw materials despite the presence of Iraqi competencies capable of managing them," stressing "the need to amend the Mineral Investment Law No. 91 of 1988, as amended, in order to provide greater opportunities for discovering and investing in the country's natural resources."

He confirmed that "investing in these sands will provide more than 10,000 job opportunities."

Silica sand is used in the manufacture of glass, silicone products, and building materials. It is also used in electronic devices, solar cells, and filtration processes.

Global consumption of silica sand reached approximately 479 million tons during 2024, with a value ranging between approximately $14 billion and $72 billion depending on the quality of the sand and the market price.   LINK

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Clare: The Iraqi government: The country's interest requires strengthening its relations with major powers, including the United States.

10/31/2025  Baghdad -  

Government spokesman Bassem Al-Awadi confirmed that the American side has praised Iraq’s stability and support for its sovereignty in more than one statement and occasion, noting that it is in the country’s interest to strengthen its relations with major countries, including the United States.

Al-Awadi said in a televised interview, which was followed by (     ), that “the statement of the new US envoy to Iraq, Savannah, is his first official statement after taking over the Iraqi file within the White House, and it was necessary for him to express his vision and impression towards Iraq, as he has become the direct person responsible for this file in the US administration.”

He added that "the Iraqi file needs a deep understanding and careful handling of its details, due to its political, economic and security entanglement. Envoy Savanna expressed a positive view towards Iraq and its government, which reflects a growing understanding within the American administration of the nature of the Iraqi scene."

Al-Awadi explained that “there are repeated praises from senior American officials for the Iraqi government, including the US Secretary of State and the Under Secretary of Energy who signed the contract with Excelerate for the floating oil and gas platforms project in Iraq,” stressing that “these positive positions came as a result of accumulated work and continuous governmental effort during the past three years to consolidate the independence of national decision-making and enhance balance in foreign policy.”

He pointed out that "preserving national sovereignty and strengthening foreign relations is achieved through one balance, which is the Iraqi national interest," explaining that "the government's decisions are based on this, far from emotions or inclinations, and that the Prime Minister exercises his constitutional powers in formulating Iraq's foreign policy in a way that ensures the achievement of economic, security, investment and cultural gains for the country."

Al-Awadi pointed out that “it is in Iraq’s interest to strengthen its relations with major and influential countries in the international community, foremost among them the United States of America, especially in light of the existence of the Strategic Framework Agreement, which the Prime Minister stressed during his recent visit to Washington must be activated through joint political, economic and security committees.”  LINK

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Courtesy of Dinar Guru:  https://www.dinarguru.com/

Frank26   You understand what's happening don't you?  It's a slow roll out of the lower notes so it doesn't shock the system so the Iraqi citizens don't go bonkers and make mistakes along the way...

Nader From The Mid East  If they start coming out with the small category it will not work with their numbers, will not work with the exchange rate.  If they doing it that mean they're ready to change the exchange rate.

Frank26   [Iraq boots-on-the-ground report]   OMAR: They are talking on television about asking for permission [From US Treasury, Britian and France] to go 1 to 1...  FRANK:  This is extremely powerful.  I apologize that I don't have an article for you just yet and you may not even get an article, but I think you will...This is huge.  This is monstrous...Why would they ask permission to go 1 to 1?  Because they're about to show the new exchange rate and lower notes to the Iraqi citizens and float the damn thing...Once they have permission to be at least 1 to 1 with the dollar, then they will strive to reach the RI of $3.22 and possibly up to $4.25 in the real effective exchange rate of the float in the basket...

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1929. 2008. 2025? The Yield Curve Says It’s Coming Again

Finance Secrets:  10-29-2025

For nearly a century, one signal has predicted every major economic collapse — the yield curve inversion.

 It warned us in 1929, screamed before 2008, and now in 2025, it’s flashing the same terrifying signal again.

 In this video, we’ll explore what the yield curve truly measures, why it has predicted every recession, and what it’s telling us about the next global downturn.

 You’ll Learn:

• How the yield curve predicts recessions

• The shocking data behind 2025’s inversion

• What history says happens next after inversion

 • How the Fed’s actions are distorting bond markets

• Why this cycle may be the most dangerous yet

https://www.youtube.com/watch?v=wnXyxkHeA7I

Iraq Economic News and Points To Ponder Saturday Afternoon 11-1-25

A New Wealth To Rival Oil: Billions Of Dollars Beneath The Sands Of Iraq
 
November 1, 2025Baghdad / Iraq Observer The Eco Iraq Observatory announced on Saturday the  quantities of silica sand discovered in the governorates of Anbar and Najaf,  describing it as “white gold”. 

The observatory said in a statement that “Iraq’s environment is rich in natural resources   that are no less important than oil,   most notably silica sands,” indicating that “initial explorations indicate that Anbar province contains   about 600 million discovered tons and   more than one billion tons of reserves   with a purity of up to 98%.”  

The observatory added, “In the Najaf Governorate,there are quantities estimated at   about 330 million tons of sand suitable for glassmaking, and    about 577.5 million tons for colored glassmaking, bringing the total to about 907.5 million tons of silica sand explored  with a purity of nearly 95%.”

It pointed out that “the price of one ton of silica sand ranges between $100 and $150,   which makes investing in these resources capable of  supplying the general budget with billions of dollars, in addition to providing more than 10,000 job opportunities in the two governorates.”
 
The observatory criticized “the weakness of the procedures   for investing in these raw materials      despite the existence of Iraqi competencies capable of managing them,” stressing “the need to amend the Mineral Investment Law No. 91 of 1988,as amended, in order to provide greater opportunities for   discovering and   investing in the country’s natural resources.” He confirmed that  “investing in this sand will provide more than 10,000 job opportunities.”
 
Silica sand is used in the manufacture of   glass,   silicone products, and   building materials. It is also used in   electronic devices,   solar cells, and   filtration processes.
 
Global consumption of silica sand reached approximately 479 million tons during 2024, with a value ranging between approximately $14 billion and $72 billion   depending on the    quality of the sand and the    market price.   https://observeriraq.net/ثروة-جديدة-تنافس-النفط-مليارات-الدولا/  

Oil Prices Fall Amid Strong Dollar

Economy |  31/10/2025  Mawazin News - Follow-up:  Oil prices declined, extending their monthly losses for the third consecutive month, amid a strengthening US dollar and increased supply from major global producers, which mitigated the impact of Western sanctions on Russian oil exports.

By 00:27 GMT, Brent crude futures had fallen 33 cents, or 0.51%, to $64.67 a barrel, while US West Texas Intermediate crude futures dropped 35 cents, or 0.58%, to $60.22 a barrel.

ANZ analysts said in a research note that the strength of the US dollar negatively impacted investor appetite for all commodities, including oil.

The US currency was boosted by comments from Federal Reserve Chairman Jerome Powell last Wednesday, in which he indicated that an interest rate cut in December was not certain, according to Reuters.

The two main crude oil benchmarks are heading for a decline of about 3% this October, amid expectations that global supply growth will outpace demand, as OPEC and other major producers increase output to bolster their market share.

The increased supply is also expected to mitigate the impact of Western sanctions that have curtailed Russian oil exports to its main customers in China and India.

According to market sources, the OPEC+ alliance is leaning towards a modest production increase in December and is scheduled to hold a meeting on the matter this coming Sunday.

Data from the Joint Organisations Data Initiative (JODI) showed that Saudi Arabia's crude oil exports rose in August to their highest level in six months, reaching 6.407 million barrels per day, with expectations of further increases.

A report from the US Energy Information Administration also indicated that US oil production reached a record high of 13.6 million barrels per day last week, further reinforcing the downward trend in global prices.
https://www.mawazin.net/Details.aspx?jimare=269404

Iraq Signs Contracts With 4 International Companies Regarding The Development Road

Money and Business  Economy News – Baghdad   Minister of Transport Razzaq Muhaibis Al-Saadawi confirmed on Friday that the ministry is in the process of contracting with a third party to audit the technical company responsible for the development road, noting that this road is an integrated economic project targeting 8 sectors.

Al-Saadawi said that "the ministry worked to overcome the challenges in the development road project by using foreign expertise," noting that "this project is strategic and large, and is being established for the first time in Iraq, and therefore there is a need for foreign expertise."

He added that "the ministry sought technical advice from the Italian company (PTP), and also sought financial and economic advice from the American company (Oliver Wyman), and also contracted with the American company (KBR) to audit the advisor (Oliver Wyman)," noting that "the ministry is now in the process of contracting with an auditor or a third party to audit the technical company."

Al-Saadawi explained that "this road is an integrated economic project targeting eight sectors, and there are countries willing to participate in the project," stressing that "there is a supreme committee and a body that is planned to be formed to manage the development road project."    https://economy-news.net/content.php?id=61779

Gold Continues Its Rise For The Third Month Amid Increasing Demand And Declining Interest Rates.

Economy | 09:32 - 31/10/2025  Mawazin News - Follow-up:  Gold prices recorded a new high, heading towards their third consecutive monthly gain, supported by increased demand for the precious metal as a safe-haven investment following the US interest rate cut and as investors assess the implications of the interim trade agreement between China and the United States.

By 01:09 GMT, spot gold had risen 0.3% to $4,034 per ounce, achieving a monthly gain of 4.5% so far.
In contrast, US gold futures for December delivery fell 1.1% to $3,955 per ounce.

The US Federal Reserve cut interest rates by a quarter of a percentage point last Wednesday for the second time this year, bringing the target range to between 3.75% and 4%.

Gold typically benefits from low interest rates and periods of economic uncertainty, as it is a non-yielding asset that retains its value over the long term.

According to the CME Group's FedWatch tool, markets are pricing in a 74.8% probability of an additional 25-basis-point interest rate cut at the December meeting, down from 91.1% a week ago, following comments from Federal Reserve Chair Jerome Powell that dampened expectations of another cut.

Meanwhile, the US dollar index held near its highest level in three months, making gold more expensive for holders of other currencies.

On the trade front, US President Donald Trump said on Thursday that he had reached an agreement with his Chinese counterpart Xi Jinping to reduce reciprocal tariffs in exchange for Beijing's commitment to combat illicit fentanyl trade and resume purchases of US soybeans, while rare earth mineral exports continue to flow to global markets.
As for other precious metals, spot silver was steady at $48.92 an ounce, platinum rose 0.2% to $1,613.50, and palladium jumped 2.1% to $1,474.51 an ounce.   https://www.mawazin.net/Details.aspx?jimare=269406

For current and reliable Iraqi news please visit:  https://www.bondladyscorner.com

Seeds of Wisdom RV and Economics Updates Saturday Afternoon 11-1-25

Good Afternoon Dinar Recaps,

Tokenisation and the Dawn of a Gold-Anchored Digital Financial System

How banks are moving toward a new digital “gold-backed” architecture in the global reset

In recent months, a confluence of digital-asset innovation, soaring debt levels and central-bank gold accumulation is pointing to what might be the early stages of a new financial framework — one in which tokenised assets and gold-anchored value may play a foundational role.

Key Points

• Traditional banks and financial institutions are increasingly embracing tokenisation and digital assets as core infrastructure rather than fringe experiments. According to Deutsche Bank, a “tokenised economy” could represent the next major transformation of the financial system. db.com

• Meanwhile, gold is being re-positioned not just as a safe asset but as part of the reserve architecture underpinning future digital financial systems. One commentary suggests that “global debt pressures” are weakening fiat currency fundamentals, setting the stage for a “gold-backed, tokenised financial reset.” 

• At the same time, digital assets such as stablecoins and tokenised real-world assets (RWAs) are already shaping banking’s operational framework. A report by TD Securities notes that tokenised treasuries, stablecoins and digital currency rails are forcing banks to rethink their business models and reserve structures. TD Securities

• In short, the elements of a “digital gold-backed” system are emerging: tokenised value, asset-backing (via gold or similar), new payment and settlement rails, and a shift in reserve composition.

Why This Matters

• If gold and tokenisation become integral to how value is stored and transmitted globally, this would reshape the reserve currency paradigm and reduce reliance on purely fiat systems.

• For banks and financial institutions, the shift means adapting systems, risk models, reserve strategies and regulatory frameworks — not just launching new products.

• For individuals and countries, the transition could offer an alternative architecture where trust is anchored less in fiat-issuers and more in backed digital assets, potentially changing how savings, payments and cross‐border flows operate.

Implications

• Institutions that adopt tokenised, gold-anchored structures early may gain strategic advantage, both in terms of cost, settlement speed and emergent reserve frameworks.

• Regulatory regimes will need to evolve fast to manage new backings, cross-border digital rails, asset-tokenisation and the interplay with gold and other commodities.

• If this architecture becomes dominant, what we consider “banking” and “money” today might look very different in 5-10 years: less about fiat ledger accounts, more about backed digital claims, asset links and new rails.

This is not just politics — it’s global finance restructuring before our eyes.

🌱 Seeds of Wisdom Team 🌱
Newshounds News™ Exclusive.

Sources: 

• drylogics.ai -- Digital Gold: Redefining Value in the Modern Era 

• Kitco -- Global monetary reset coming, gold to get revalued to $150k, is BRICS summit the trigger? Andy Schectman

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Seoul’s Balancing Act: Can Asia’s Middle Power Bridge a Divided World?

How South Korea’s strategic diplomacy may ignite new alliances — and quietly reshape the global financial order

NEWS OVERVIEW

President Xi Jinping concluded a three-day visit to South Korea on Saturday with a state dinner and summit hosted by President Lee Jae-myung, marking Xi’s first trip to Seoul in 11 years. The timing is symbolic — arriving just days after President Trump’s whirlwind visit — as South Korea navigates a delicate balance between its U.S. security dependency and Chinese economic integration.

The meetings, held on the sidelines of APEC, touched on denuclearization of the Korean Peninsula, trade and AI cooperation, and regional economic resilience. Xi proposed the creation of a World AI Cooperation Organization and announced that China will host the next APEC Summit, signaling Beijing’s intent to recast itself as the predictable anchor of Asia’s economic architecture.

KEY DEVELOPMENTS

• Xi’s visit follows Trump’s, placing Seoul in the role of diplomatic mediator between Washington’s security promises and Beijing’s economic gravity.

• Pyongyang remains dismissive of denuclearization talks, but China’s leverage over North Korea gives it outsized regional influence.

• Trade tensions persist — South Korea raised concerns over China’s control of rare earth exports and ongoing sanctions affecting defense giant Hanwha Ocean.

• Cultural diplomacy thaw: Seoul hopes Xi’s trip may lift restrictions on K-pop and media exports imposed after the 2017 THAAD deployment.

• APEC dynamics: Beijing’s emphasis on free trade and digital cooperation contrasts with Trump’s transactional approach and U.S. absence from multilateral sessions.

ANALYSIS: NEW ALLIANCES, NEW RULES

South Korea’s dual engagement strategy highlights a global pattern: middle powers are re-architecting alliances beyond Cold War binaries. As U.S. credibility wavers and China projects economic consistency, countries like Seoul, Indonesia, and Saudi Arabia are forming “pragmatic coalitions” — neither Western nor Eastern, but functional and transaction-driven.

This approach could lay the foundation for:

• Peace through economic interdependence — regional trade and tech partnerships replace zero-sum military posturing.

• AI and digital standards alliances — Xi’s proposal for a “World AI Cooperation Organization” hints at a global tech governance model outside U.S. dominance.

• Financial recalibration — as more economies settle trade in local currencies and explore gold-linked or commodity-backed digital assets, the dollar-centric system faces gradual erosion.

IMPLICATIONS FOR THE GLOBAL RESET

• Diplomatic realignment: Seoul’s maneuvering signals a broader Asia-Pacific effort to build multipolar equilibrium, balancing security and economic dependencies.

• Peace dividends: A coordinated AI and trade framework under APEC could shift energy from arms races to infrastructure and tech integration — potential foundations for peace.

• Financial restructuring: As Asian economies deepen cooperation with BRICS and tokenized trade systems, this could accelerate the shift toward a multi-reserve world, integrating gold-backed settlements, CBDCs, and digital trade credits.

• Strategic independence: South Korea’s diplomacy mirrors Europe’s quiet diversification from U.S. financial systems — another step toward a new “networked sovereignty” model where influence derives from participation, not dominance.

CONCLUSION

South Korea’s tightrope diplomacy may prove to be more than political survival — it could be a prototype for peace-driven financial realignment. If Seoul succeeds in mediating between East and West while embracing tokenized trade and digital gold standards, it won’t just stabilize the peninsula — it could quietly become the blueprint nation for the post-dollar, multipolar financial reset now emerging across Asia.

This is not just politics — it’s global finance restructuring before our eyes.

🌱 Seeds of Wisdom Team 🌱
Newshounds News™ Exclusive.

Seeds of Wisdom Team
Newshounds News™ Exclusive

ADDITIONAL SOURCES & CONTEXT

• Reuters – “China’s Xi visits Seoul, signaling Beijing’s new economic diplomacy.”

• Modern Diplomacy (Nov 1 2025)

• Nikkei Asia – “South Korea’s bridge diplomacy in the era of strategic rivalry.”

• Atlantic Council – “The Global South’s Middle Powers: Building a Multipolar Financial Future.”

• TD Securities – “Tokenised assets and reserve diversification in Asia’s new economy.”

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The BRICS Gold Settlement System: Blueprint for a Post-Dollar World

Gold-backed architecture reshapes trade, currency policy, and global alliances — setting the stage for financial restructuring.

A New Gold-Based Architecture Emerges

The BRICS Gold Settlement System represents a monumental shift in global finance — an effort to rebuild international trade around physical gold reserves rather than U.S. dollar settlements.
Now encompassing 11 full members and 22 more applicants, the system is being developed through a network of vaults, blockchain-ledger verification, and cross-border settlement hubs that prioritize trust through tangible reserves.

Since 2022, this framework has evolved from a concept into an operational pathway toward dollar-free commerce, reshaping the architecture of global liquidity and reserves.

From Petro-Yuan to the Gold Settlement Network

The roots of this gold-linked settlement model trace back to Russia’s 2017 pilot program, when Moscow accepted yuan payments for oil guaranteed by gold convertibility through China’s Shanghai Gold Exchange International (SGEI).
That model — trade settled in local currencies, redeemable in gold — is now expanding across Saudi Arabia, Singapore, and Malaysia, with new BRICS vaults allowing direct currency-to-gold conversions from oil and commodity proceeds.

This structure, while not a traditional gold standard, functions as a distributed, digital reserve network, where gold is the base layer of trust and liquidity.

De-Dollarization and Record Gold Accumulation

The rise of this settlement architecture coincides with historic central bank gold accumulation.
Between 2022 and 2023, banks purchased over 2,100 tonnes of gold, signaling a move toward asset-based sovereignty.
Countries such as India, Poland, and Kyrgyzstan have sharply increased holdings — India alone adding 73 tonnes in 2024 and repatriating another 100 tonnes from London.

The trend reflects a systemic recalibration away from fiat dependency and toward physical settlement guarantees, particularly in regions vulnerable to dollar-based sanctions.

“The Unit” — Toward a New BRICS Settlement Currency

According to Miles Franklin President Andy Schectman, BRICS nations have agreed in principle to create a new digital settlement medium — “The Unit.”
Backed 40% by gold and 60% by local BRICS+ currencies, the Unit would serve as a neutral trade instrument, redeemable in gold and transferable through verified distributed ledgers by 2030.
This initiative builds on the New Development Bank’s cross-border hub announced by Russian Finance Minister Anton Siluanov, which supports multi-billion-dollar transactions outside SWIFT.

Together, these elements amount to a functional alternative reserve system, built not on replacement but on diversification and mutual trust.

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

Implications: A Financial Reset in Motion

• Geopolitical Realignment: BRICS’ coordination is redefining global alignments, creating financial cooperation that could encourage diplomatic peace through interdependence rather than bloc confrontation.

• Currency Evolution: With gold above $4,300/oz and the yuan’s share of FX trade at 8.5%, the shift toward asset-backed liquidity may stabilize volatile currency cycles.

• Sovereign Autonomy: The architecture offers smaller economies a buffer against dollar weaponization, building capacity for local-currency trade and debt issuance.

• Long-Term Reset: By 2030, this framework could serve as the foundation of a hybrid multipolar reserve system — part digital, part gold-backed — bridging fiat and tangible assets.

The BRICS Gold Settlement System is not just about economics; it’s about re-engineering trust in a fragmented world.
Where fiat faith falters, gold — transparent, verifiable, and borderless — may once again become the world’s common denominator.

This is not just politics — it’s global finance restructuring before our eyes.

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources:  

• Watcher.Guru — “BRICS Gold Settlement Architecture Opens Door to Dollar-Free Trade”

• Reuters — “Central Banks Ramp Up Gold Purchases Amid De-Dollarization Trends”

• Financial Times — “The BRICS Gold Standard: Myth or Market Mechanism?”

• Bloomberg — “Gold at Record Highs as BRICS Push Alternative Settlement Systems”

• Atlantic Council — “Gold, Digital Assets, and the End of Dollar Primacy”

~~~~~~~~~

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Weekend Coffee with MarkZ. 11/01/2025

Weekend Coffee with MarkZ. 11/01/2025

Some highlights by PDK-Not verbatim

MarkZ Disclaimer: Please consider everything on this call as my opinion. People who take notes do not catch everything and its best to watch the video so that you get everything in context.  Be sure to consult a professional for any financial decisions

First is the CBD Guru’s….. Then the  news starts at around the 45-minute mark.

Member: Good morning y’all. Good morning, Mark Z and family.!!

Member: Welcome to the weekend and Happy November 1st.

Member:  11 days until the Iraq elections. Sudani better hustle up.

MZ: Iraq is continuing to check off things on the checklist.

Member: ok so Iraq is talking about rate change… hcl is all but done …and Trump have thumbs up …I wonder what's left?

Member: F26 just put out some great news. We're almost there according to him and his contacts.

Member: mm said that Iraq was all set to go anytime they want to!!!

MZ: It is overwhelming all the news coming out of Iraq.

MZ: “Banking sector reform in Iraq has entered advanced stages” they needed to get these things done so they can lift their purchasing power. Alaq is talking in depth all the changes they have made. Banks that did not initially come on board are now being forced to. It is not an option.

MZ: “Anbar has the largest reserves of pure silica sand in Iraq”  98 % Pure. Very interesting. They say  this industry could meet or surpass the oil industry. This could triple national industry and resources.

Member:  Rumor: some people are saying the US gave Iraq permission to RV at 1 to 1. Hope its true.

Member: 1 for 1 is a YUGE blessing

Member: Mark, I'm seeing where a lot of top people have been moved to a military facility like Marco Rubio and saw this morning that Erika kirk went too

Member: something appears to be happening….but what?????

Member: make arresting crooked politicians Great Again???  LOL

MZ:  Bond chatter still shows big expectations. Coming from some groups as well. One larger group sent a few people to a key area. They are jumping through hoops to do some last minute organization….. and they say they are ready

MarkZ: Which groups Mark Z?? Tier 3 or 4A??? Omega ??Admiral?? CMKX???

Member: Mark…. remember silence is golden

Member: Those bond people must have such long beards by now that they could star in a movie about castaways for 20yrs on a desert island...

Member: So Mark, how many of your bond holders have dropped off and gone silent? Isn’t that a good thing?

MZ: Like 8 out of 12 or so. # who were expecting funding on Thursday have gone totally quiet. And another one was told they get their funding next week. Along with group people being moved….this is one of the highlights on the “rumor side”

MZ: My banking/redemption center contacts are not working this weekend.

Member: Remember Remember the 5th of November

 Member: Remember: Tomorrow we turn our clocks back for Daylight Savings Time. Extra hour of sleep….yaaay

Member: Have a safe and blessed weekend.

Mod: BYE GUYS.. SEE YA MONDAY!! HUGS TO ALL!!!

THE CONTENT IN THIS PODCAST IS FOR GENERAL & EDUCATIONAL PURPOSES ONLY&NOT INTENDED TO PROVIDE ANY PROFESSIONAL, FINANCIAL OR LEGAL ADVICE. PLEASE CONSIDER EVERYTHING DISCUSSED IN MARKZ’S OPINION ONLY

https://rumble.com/user/theoriginalmarkz

Kick:  https://kick.com/theoriginalmarkz

FOLLOW MARKZ : TWITTER . https://twitter.com/originalmarkz?s=21. TRUTH SOCIAL . https://truthsocial.com/@theoriginalm...

Mod:  MarkZ "Back To Basics" Pre-Recorded Call" for Newbies 10-19-2022 ) https://www.youtube.com/watch?v=37oILmAlptM

MARKZ DAILY LINKS: https://theoriginalmarkz.com/home/

Note from PDK: Please listen to the replay for all the details and entire stream….I do not transcribe political opinions, medical opinions or many guests on this stream……just RV/currency related topics.

THANK YOU ALL FOR JOINING. HAVE A BLESSED WEEKEND! SEE YOU ALL MONDAY MORNING FOR COFFEE @ 10:00 AM EST ~ UNLESS BREAKING NEWS HAPPENS!

FROM NOW ON NO MORE NIGHTLY PODCASTS ON MONDAYS AND FRIDAYS

Youtube:     https://www.youtube.com/watch?v=bay_LN5jQ8g

“Tidbits From TNT” Saturday 11-1-2025

TNT:

Tishwash:  Trump's envoy: Iraq is of paramount importance to the region and the United States

The new US envoy to Iraq, Mark Savaya, affirmed on Friday that Iraq is of paramount importance to the region and the United States, and that it is one of the United States' strongest and most valuable partners, stressing that the Iraqi leadership has taken important steps to steer the country in the right direction.

In a statement posted on his X platform account, Savaya said: “Over the past three years, the Iraqi leadership has taken important steps to steer the country in the right direction, politically and economically, and Iraq has begun to recover as a sovereign state, working to reduce external influences and put all weapons under government control.”

He added that “Iraq still needs continued support to continue this path and that there will be no place for armed groups operating outside the authority of the state in Iraq, and all groups must be unified under one leadership.”

He added that “Iraq’s stability and prosperity depend on the existence of unified security forces under the leadership of one government and one flag that represents all Iraqis,” noting that “the interests of the Iraqi people and the region as a whole depend on an Iraq that enjoys full sovereignty, is free from foreign interference, and is committed to serving its citizens and living in peace with its neighbors.”

He pointed out that “unity and cooperation between the Iraqi federal and regional authorities are essential to ensuring sustainable security, economic growth and national cohesion,” noting that “Iraq is a pivotal country in the region, and it must play its natural role in promoting peace, security and regional stability, and Iraq should not go back to the past or adopt an approach that hinders progress and unity.”

The US envoy continued: “My mission, on behalf of President Trump, is to engage with Iraq and support its ongoing pursuit of stability, sovereignty, and prosperity. Iraq remains of vital importance to both the region and the United States, and will remain one of America’s strongest and most valued partners. I am committed to strengthening this relationship as I assume this honorable role as envoy.”  link

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

Tishwash:  Al-Alaq: The Central Bank is working on two plans to reform the banking system... We have entered advanced stages.

On Friday, October 31, 2025, Central Bank Governor Ali Al-Alaq spoke about the details of two plans the bank is working on as part of reforming the banking sector, noting that the reform process has entered advanced stages .

 Al-Alaq said in a press statement followed by “Al-Jabal” that “the Central Bank is now working intensively on two plans: the first to reform the government banking sector, and the second to reform private banks, in cooperation with an international company.”

 He added, “The two plans have made very significant progress, and we are now in advanced stages of this work. We expect to proceed with steady steps within the plan, which will lead to the achievement of a stable banking sector, capable of communicating with the outside world and of making a qualitative contribution to the national economy. It will also be able to keep pace with global transformations, especially digital ones, and respond to the requirements of various economic aspects, in harmony with general trends and major transformations.”

 He pointed out that “the banking sector reform operations today are not formal or patchwork procedures, but rather radical operations related to rebuilding the banking sector,” indicating that “banks are now facing a historic decision,” noting that “the reform plan has faced mixed reactions, but the Central Bank has been clear in its position on reform.”

Al-Alaq stressed that “a meeting was held with all banks, and we explained that this plan is not an option, but rather a path linked to local and international legal, regulatory, financial and digital requirements that cannot be ignored, and there is a strong determination to implement it.”

 He continued, "We have entered into a series of dialogues and discussions with the banks and listened to the different viewpoints," noting that "there is a very high rate of response from most banks to enter into the reform plan and they have given a commitment to that," explaining, "We are about to start a new phase to follow up on the implementation of the reform steps."

 Al-Alaq indicated in his speech that "within five years or sooner, we will witness a different banking sector in Iraq  link

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

Tishwash: The Central Bank confirms a rapid response from banks to join the banking reform plan.

Central Bank Governor Ali Al-Alaq confirmed on Friday that there is a broad response from most banks to join the banking reform plan, and he set a date for its final implementation, noting that the reform process has entered advanced stages.

Al-Alaq told the official agency, as reported by Iraq Observer, that “the Central Bank is now working intensively on two plans: the first to reform the government banking sector, and the second to reform private banks, in cooperation with an international company.”

He added, “The two plans have made very significant progress, and we are now in advanced stages of this work. We expect to proceed with steady steps within the plan, which will lead to the achievement of a stable banking sector, capable of communicating with the outside world and of making a qualitative contribution to the national economy. It will also be able to keep pace with global transformations, especially digital ones, and respond to the requirements of various economic aspects, in harmony with general trends and major transformations.”

He pointed out that “the banking sector reforms today are not superficial or patchwork measures, but rather fundamental processes related to rebuilding the banking sector,” indicating that “banks are now facing a historic decision,” noting that “the reform plan has faced mixed reactions, but the Central Bank has been clear in its position on reform.”

Al-Alaq stressed that “a meeting was held with all banks, and we explained that this plan is not an option, but rather a path linked to local and international legal, regulatory, financial and digital requirements that cannot be ignored, and there is a strong determination to implement it.”

He continued, “We have entered into a series of dialogues and discussions with the banks and listened to the different viewpoints,” noting that “there is a very high rate of response from most banks to enter into the reform plan and they have given a commitment to that,” explaining, “We are about to start a new phase to follow up on the implementation of the reform steps.”

Al-Alaq indicated in his speech that “within five years or sooner, we will witness a different banking sector in Iraq.”  link

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

Mot: Stay safe super heroes

Mot: .. the Shortest Fairytale!!!!

Iraq Economic News and Points To Ponder Saturday Morning 11-1-25

The Central Bank Of Iraq Obtains The International Business Continuity Certificate (ISO 22301:2019)
 
October 30, 2025  Under the patronage of His Excellency the Governor of the Central Bank of Iraq, Mr. Ali Mohsen Al-Allaq, the Central Bank organized a celebration on the occasion of the Total Quality Management Department   obtaining the ISO 22301:2019 international conformity    certificate for the Business Continuity Management System,  issued by the International Organization for standardization (ISO),  after the actual application of the system requirements in the  Bank’s Investment Department.

The ceremony was attended by   Deputy Governor Dr. Ammar Hamad Khalaf,   Professor Yaqoub Yousef, Head of the National Quality Team, the  Director of Quality at the General Secretariat of the Council of Ministers,  Dr. Areej Saeed,   Head of the Department of Business Administration Technologies at the   University of Baghdad, and   Mr. Ammar Hussein, Director of the Total Quality Management Department.
 
During the ceremony, the international conformity certificate  was handed over to the Total Quality Management Department, and the  team was honored with a commemorative shield from His Excellency the   Governor,   in appreciation of their outstanding efforts in  establishing a culture of institutional quality and   achieving this qualitative accomplishment.

The implementation of the  business continuity system comes within the framework of the   Central Bank of Iraq’s strategic plan for the years 2024-2026,  as one of the main pillars in   enhancing institutional readiness and   ensuring the continuity of vital operations and financial services  in various circumstances, which enhances confidence in the bank’s ability to perform its tasks with  high efficiency and  flexibility.Central Bank of Iraq  Media Office  https://cbi.iq/news/view/3035    

Central Bank: Banking Sector Reform In Iraq Has Entered Advanced Stages

Baghdad – WAA – Hassan Al-Fawaz  Central Bank Governor Ali Al-Alaq confirmed on Friday that there is a    broad response from most banks to join the banking reform plan, and he set a date for its final implementation, noting that   the reform process has entered advanced stages.
 
Al-Alaq told the Iraqi News Agency (INA): “The Central Bank is now working intensively on two plans: the    first to reform the government banking sector, and the   second to reform private banks,    in cooperation with an international company.” 

 He added, “The two plans have made very significant progress, and   we are now in advanced stages of this work.
 
We expect to proceed with steady steps within the plan,   which will lead to the achievement of a      stable banking sector,     capable of     communicating with the outside world and of      making a qualitative contribution to the national economy.
 
It will also be able to keep pace with global transformations,   especially digital ones, and  respond to the requirements of various economic aspects,  in harmony with general trends and   major transformations.”
 
He pointed out that “the banking sector reforms today are not superficial or patchwork measures,   but rather fundamental processes related to       rebuilding the banking sector,” indicating that “banks are now facing a historic decision,” noting that “the reform plan has faced mixed reactions,   but the Central Bank has been clear in its position on reform.”

Al-Alaq stressed that  “a meeting was held with all banks, and we explained that this plan is not an option, but rather a path linked to   local and international   legal,   regulatory,  financial and   digital requirements   that cannot be ignored, and there is a strong determination to implement it.” 

He continued, "We have entered into a series of   dialogues and   discussions      with the banks    and listened to the different viewpoints," noting that "there is a very high rate of response   from most banks to enter into the reform plan and      they have given a commitment to that," explaining, "We are about to start a new phase  to follow up on the implementation of the reform steps."
 
Al-Alaq indicated in his speech that "within five years   or sooner,    we will witness a different banking sector in Iraq."    https://ina.iq/ar/economie/246887-.html   

US Envoy To Iraq: Foreign And Iranian Interference Is A Threat To Sovereignty

October 31, 2025  US envoy Mark Savaya tweeted on the X platform:  Over the past three years, Iraq's leadership has taken significant steps to steer the country in the right direction, both politically and economically. Iraq has begun to regain its sovereignty, working to reduce external influence, consolidate weapons under the control of the legitimate government, and open its markets to international companies to help rebuild the country and develop its fragile infrastructure. However, the work is not yet complete, and Iraq still needs ongoing support to remain on this path.

The United States government has made it clear that there is no place for armed groups operating outside the authority of the state. Iraq's stability and prosperity depend on unifying its security forces under a single government and a single commander-in-chief of the armed forces, and under a single flag representing all Iraqis. Without this unity, Iraq's sovereignty and progress remain at risk.

The interests of the Iraqi people and the wider region depend on a fully sovereign Iraq, free from malicious foreign interference, including from Iran and its proxies, and dedicated to serving its citizens and living in peace with its neighbors. In this context, unity and cooperation between federal and regional authorities are essential to ensure lasting security, economic growth, and national cohesion.

Iraq is a pivotal country in the region, and it must play its natural role in supporting regional peace, security, and stability. We cannot regress to the past or adopt methods that hinder progress and unity.

My mission, on behalf of President Trump, is to engage with Iraq and support its ongoing pursuit of stability, sovereignty, and prosperity.

Iraq remains of great importance to the region and to the United States. It will remain one of America's strongest and most valued partners, and I am committed to further strengthening this relationship as I assume this honorable role as envoy.       Let's make Iraq great again   LINK

The Central Bank Confirms A Rapid Response From Banks To Join The Banking Reform Plan.

Banks   Central Bank Governor Ali Al-Alaq confirmed on Friday that there is a broad response from most banks to join the banking reform plan, and he set a date for its final implementation, noting that the reform process has entered advanced stages.

Al-Alaq said: “The Central Bank is now working intensively on two plans: the first to reform the government banking sector, and the second to reform private banks, in cooperation with an international company.”

He added, “The two plans have made very significant progress, and we are now in advanced stages of this work. We expect to proceed with steady steps within the plan, which will lead to the achievement of a stable banking sector, capable of communicating with the outside world and of making a qualitative contribution to the national economy.

 It will also be able to keep pace with global transformations, especially digital ones, and respond to the requirements of various economic aspects, in harmony with general trends and major transformations.”

He pointed out that “the banking sector reforms today are not superficial or patchwork measures, but rather fundamental processes related to rebuilding the banking sector,” indicating that “banks are now facing a historic decision,” noting that “the reform plan has faced mixed reactions, but the Central Bank has been clear in its position on reform.”

Al-Alaq stressed that “a meeting was held with all banks, and we explained that this plan is not an option, but rather a path linked to local and international legal, regulatory, financial and digital requirements that cannot be ignored, and there is a strong determination to implement it.”

He continued, "We have entered into a series of dialogues and discussions with the banks and listened to the different viewpoints," noting that "there is a very high rate of response from most banks to enter into the reform plan and they have given a commitment to that," explaining, "We are about to start a new phase to follow up on the implementation of the reform steps."

Al-Alaq indicated in his speech that "within five years or sooner, we will witness a different banking sector in Iraq."

144 views  Added 2025/10/31 - 5:52 PM    https://economy-news.net/content.php?id=61796

Economic Expert: Iraq Possesses Derivatives Capable Of Significantly Boosting The Budget.

Economy | 31/10/2025  Mawazin News - Baghdad:  Economic researcher Diaa Abdul Karim found that Iraq's existing oil derivatives are capable of generating substantial revenue for the national budget, potentially exceeding oil export revenues.

Abdul Karim stated, "Many projects in the oil sector have achieved self-sufficiency in derivatives, particularly regular and premium gasoline. This opens the door for exporting these derivatives."

He added, "The prices of these derivatives exceed the price of a barrel of oil, and it is possible to achieve significant revenues, surpassing oil revenues, by exporting various types of derivatives such as gasoline, diesel, naphtha, and different types of gas.

" He explained that  "Iraq's oil reserves necessitate the government's focus on opening more refineries in various governorates to ensure refining operations and achieve self-sufficiency without the need to transport derivatives from one governorate to another. Exporting the surplus would then bolster the budget with revenues exceeding those generated from oil exports."   https://www.mawazin.net/Details.aspx?jimare=269425

For current and reliable Iraqi news please visit:  https://www.bondladyscorner.com

Seeds of Wisdom RV and Economics Updates Saturday Morning 11-1-25

Good Morning Dinar Recaps,

Capital at a Crossroads: The New Logic of Markets and Investment in 2025

Private credit, digital liquidity, and deglobalization are redefining where — and how — capital flows.

Global markets are moving out of the low-rate era and into a high-friction, high-innovation phase.
Capital allocation, once driven by cheap debt and passive indexes, is now governed by scarcity, technology, and geopolitical fragmentation.

🔹 Private Credit Becomes the New Bank

Traditional banks are tightening credit exposure while private funds step in:

• Private debt markets surpassed $2.1 trillion globally — a 30 % jump since 2023.

• Institutional investors are using direct lending to replace syndicated loans.

• Yield spreads between private and public debt remain wide, attracting pension and sovereign wealth inflows.

🔹 IPOs Return, but with a New Structure

After two years of stagnation, equity issuance is reviving — differently:

• Smaller, targeted listings are replacing mega-IPOs.

• Dual-listing strategies link New York, London, Dubai, and Singapore.

• Tokenized equity pilots are emerging, blending public listing with blockchain liquidity.

🔹 AI and Quant Integration in Capital Allocation

Investment decision-making is being augmented — not replaced — by AI:

• Machine-learning funds now represent more than 12 % of daily trading volume.

• Predictive analytics integrate macro data, social sentiment, and digital asset correlations.

• Hybrid portfolios combine traditional equities with tokenized and private instruments.

🔹 The New Geography of Capital

Fragmented geopolitics are redrawing the map of global liquidity:

• BRICS-linked development banks are expanding project lending outside the dollar system.

• U.S.-based capital markets remain dominant but are facing strategic competition from Asia-Eurasia corridors.

• Regulatory divergence is driving regionalized investment ecosystems.

Bottom Line:
Capital markets in 2025 are both more localized and more digital. The world is not de-financializing — it’s re-wiring its financial networks, balancing autonomy with technology-driven integration.

This is not just politics — it’s global finance restructuring before our eyes.

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources:  

• McKinsey & Company — “Global Private Markets Report 2025” 

• Morgan Stanley — “Private Credit Outlook 2025: Growth Potential” 

• Deloitte — “2025 Financial Services Industry Predictions” 

• BlackRock — “2025 Private Markets Outlook” 

~~~~~~~~~

“Crypto Rules or Babel: Why the US Market-Structure Bill Matters for the Global Finance Reset”

As the U.S. shutdown drags on, the looming digital-asset framework may determine who shapes tomorrow’s financial architecture.

Where We Are with the Bill

Lawmakers in the U.S. Senate are inching toward finalising a major piece of legislation—the CLARITY Act of 2025 (H.R. 3633) and a companion “market structure” bill—to define how digital assets are regulated. 

• The House passed the CLARITY Act in July, establishing definitions and assigning some oversight roles for digital commodities. 

• The Senate’s draft, being shepherded by the Senate Agriculture Committee and the Senate Banking Committee, is expected imminently. 

• The government shutdown is complicating floor time, staff-work, and legislative scheduling — slowing progress. 

In short: the skeleton of the bill is largely agreed (roles of regulators, asset definitions, broker/dealer registration), but final text, amendments, and political trade-offs remain in flux.

How the Shutdown is Holding Things Up

• With parts of the government furloughed, committee staff, rule-writers, and legislative aides are operating at reduced capacity or under constraints — slowing drafting, hearings, and markup sessions. 

• Floor time in the Senate is limited; must-pass bills (continuing resolutions, defence authorizations) take precedence, squeezing out time for digital‐asset legislation. 

• Uncertainty and delay increase regulatory risk for businesses and investors, reducing the “window” for passage in 2025 and raising the chance of carry-over to next year.

Why This Bill is Needed for the Global Financial Reset

• Digital assets aren’t peripheral any more: They’re being integrated into payments, clearing, settlement and cross-border finance. Without a clear U.S. framework, global standards fragment.

• Regulatory leadership matters: The U.S. has historically shaped global norms (via the Financial Stability Board, International Organization of Securities Commissions, etc.). A delay or vacuum opens the door for alternate regimes (e.g., Asia, BRICS) to set rules. 

• Market-structure clarity reduces risk and unlocks capital: Investors need certainty on how tokens, intermediaries, staking, airdrops, DeFi protocols are treated. The bill promises definitions, oversight, registration. 

• It shapes how the “new financial plumbing” is built: Tokenised assets, programmable money, digital clearing rails — if U.S. law sets the model, global systems may align. If U.S. drags its feet, parallel systems may evolve outside U.S. jurisdiction.

Why It Affects the Global Financial Restructuring & Reset

• Decentralisation of control: If the U.S. fails to set clear rules, other jurisdictions may fill the gap, reducing U.S. regulatory and market dominance.

• Redrawing of capital flows: When digital assets become mainstream, capital may shift faster, settle globally in tokenised form, and interact with non-dollar rails — the bill helps determine where those rails anchor.

• Insurance of sovereignty over money: As nations build CBDCs, digital asset frameworks, crypto trade and infrastructure, the regulatory regime in the U.S. will shape how sovereigns participate or resist.

• Institutional adoption hinge: Large institutional money (pension funds, endowments, sovereign wealth) will only enter broad digital-asset markets if the legal risk is low. Passage of the bill could trigger massive flows — a reset moment.

Bottom Line

The crypto-market-structure bill is no niche piece of legislation — it’s a foundational brick in the architecture of tomorrow’s financial order.
A U.S. framework would consolidate American leadership in digital finance; delay or indecision would accelerate fragmentation and multipolarity. In other words: the passage of this bill isn’t just about crypto — it’s about who builds the next global financial system.

This is not just politics — it’s global finance restructuring before our eyes.

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources: 

• The Block – “US government shutdown complicates crypto market-structure bill’s path forward.” 

• Brave New Coin – “Senate Committee Finalizes Crypto Market Structure Bill”

• Coingape – “Senate Committee Finalizes Updated Crypto Market Structure Bill Draft”  

• Native Finance – “Government Shutdown Puts Senate Consideration of CLARITY Act on Hold” 

• Arnold Porter – “Clarifying the CLARITY Act: What to Know” 

~~~~~~~~~

“Rare-Earth Bloc Power: How BRICS’ 76 Million Tons Rewrites the Global Finance Ledger”

The West’s resource deficit meets the East’s supply dominance — forcing a reset in trade, value chains and monetary leverage.

Resource Control Meets Structural Finance Shift

• The BRICS bloc (China, Brazil, India, Russia, South Africa plus other prospective members) holds an estimated ≈ 72 % of global rare-earth mineral reserves, amounting to ~ 70 + million metric tons.

• By contrast, the U.S. holds approximately 1.9 million metric tons, placing it far behind in this critical dimension. 

• Rare-earth elements underpin everything from wind turbines and EV motors to semiconductors and defence systems. Control over them advances not only supply chains but financial settlement, trade terms, leverage and reserve asset strategies.

Why This Matters for the Global Financial Restructuring & Reset

• Supply-chain sovereignty becomes finance infrastructure: When a bloc controls the upstream inputs of advanced technology, it can influence who pays, how it’s financed, and what currency or settlement rail is used. This shifts the locus of financial power beyond traditional banks and into resource-backed systems.

• Trade deals become leverage over capital flows: As the U.S. under Donald Trump pushes new critical-minerals trade agreements with Australia, Japan, Southeast Asia — these are not just raw-material pacts but financial positioning to counter BRICS resource dominance. 

• Reserve-asset and settlement implications: A bloc with dominance in strategic inputs can push for alternative settlement systems, local-currency financing, and new clearing rails — forcing the West to respond by restructuring its financial architecture (sovereign fund strategies, reserve diversification, critical-minerals financing treaties).

• Manufacturing and what it finances: The value shift from commodity to finished goods means that countries with input dominance can capture more of the value chain — which in turn changes debt dynamics, investment flows, and who issues financing to whom.

• Strategic bifurcation of finance: As BRICS accumulate resource control, the U.S. and allies accelerate efforts (e.g., critical-minerals partnerships) to diversify away from China/BRICS dependency — this dual-track creates a multipolar financial architecture rather than a monolithic U.S.-led one.

Why the Trump Trade Deals Are Critical for the U.S.

• The series of recent trade and critical-minerals deals (with Australia, Southeast Asia, Japan) are efforts to re-establish U.S. upstream access, reduce dependency on China’s supply, and regain leverage. 

• By locking in supply-chain partners and foreign direct investment in critical-minerals processing, the U.S. can rebuild domestic manufacturing, shielding itself from resource-based financial leverage by BRICS. 

• These deals also shape the framing of future trade/finance regulations, export-control regimes, fund-flows and strategic investment vehicles, meaning that U.S. trade policy is directly shaping the financial system of tomorrow.

• Without these deals, the U.S. risks being financially and industrially vulnerable — and hence forced into disadvantageous financing agreements, higher costs of capital, and reduced strategic autonomy.

Key Implications & Strategic Consequences

• Higher cost of capital for laggards: Countries dependent on BRICS resource supply without alternative sources may face increased financing costs, higher risk premia, and less favourable terms in international capital markets.

• Shift in reserve strategies: States may diversify reserves into resource-backed assets, long-term offtake agreements, and local-currency denominated deals with resource-rich blocs — reducing the dominance of dollar-based systems.

• New infrastructure for trade and finance: Expect growth in non-Western clearing systems, regional development banks, tokenised commodity-finance platforms and resource-financing pipelines anchored by BRICS+ countries.

• Industrial policy links to finance policy: Input dominance gives countries leverage not only in trade but in investment flows and financial regulation — e.g., requiring processing be done domestically, issuing green-bonds tied to critical minerals, etc.

• Acceleration of multipolarity: The financial structure of 2025 + will see multiple competing blocs (Western, BRICS, Southeast Asia) each with their own resource, trade and monetary frameworks rather than one global system.

Bottom Line

The rare-earth equation isn’t just geology — it is finance. When a bloc dominates the inputs of high-value manufacturing and technology, it alters who controls value, who lends, who receives risk, and which currencies or settlement rails matter. The U.S.’s trade deals under Trump are not peripheral — they are central to preserving U.S. leverage in the upcoming global financial re-set.

This is not just politics — it’s global finance restructuring before our eyes.

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources:  

• TASS – “BRICS accounts for 72% of global rare-earth metals reserves.”  

• India Today – “World’s tech runs on rare earths … BRICS/SCO owns the supply chain.” https://www.indiatoday.in/diu/story/world-tech-runs-on-rare-earths-and-brics-sco-owns-the-supply-chain-2778866-2025-08-29 India Today

• Infobrics – “BRICS and the critical minerals imperative.”  

• CSIS – “Six New BRICS: Implications for energy trade.”  

• Reuters – “Trump signs trade and critical minerals deals with Southeast Asian countries.”  

• Carnegie Endowment – “Securing America’s Critical Minerals Supply.” 

• Bloomberg – “Why Rare Earths Are China’s Trump Card in Trade War.”

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MilitiaMan and Crew: IQD News Update-No Float-Delete Zeros is Plan-Advanced Stage

MilitiaMan and Crew: IQD News Update-No Float-Delete Zeros is Plan-Advanced Stage

10-31-2025

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

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

https://www.youtube.com/watch?v=vg_y-LKC9ko

FRANK26…10-31-25…..KW (Kuwait) SAID YES

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FRANK26…10-31-25…..KW SAID YES

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Frank’s team is Walkingstick, Eddie in Iraq and guests

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The Fed’s 25 Basis Points Rate Cut is Another Mistake

The Fed’s 25 Basis Points Rate Cut is Another Mistake

Peter Schiff:  10-30-2025

The Federal Reserve’s recent decision to cut interest rates and, perhaps even more significantly, pause its Quantitative Tightening (QT) program, has sent a clear signal to markets: the Fed is easing up. But is this a prudent response to economic conditions, or a dangerous gamble that will ignite further inflation?

We recently tuned into a detailed discussion with two highly respected voices in the financial world: Peter Schiff, Chief Economist at Europacific Asset Management, and Andy Brener, Global Fixed Income Head at Natal Alliance Securities.

Their analysis unveils a complex picture, with both experts agreeing on a troubling trajectory for the dollar, inflation, and the price of gold.

Unsurprisingly, Peter Schiff, a perennial critic of expansionary monetary policy, didn’t mince words. He lambasted the Fed’s premature halt to rate hikes and their move to cut rates, arguing passionately that inflation remains stubbornly and significantly above target. For Schiff, the central bank is acting as if the battle against inflation is won, while the evidence suggests otherwise.

His core argument is that monetary policy remains far too loose, and the continued “debt monetization” is a root cause of persistent inflation. Schiff points to one stark indicator as undeniable proof of the Fed’s misjudgment: gold trading at a staggering $4,000. This, he asserts, is a clear signal that smart money is losing faith in fiat currencies, particularly the dollar, and bracing for a future of eroding purchasing power.

Brener noted the market’s mixed reactions, including a flattening yield curve and visible dissent within the Federal Open Market Committee (FOMC).

These indicators, he suggests, signal that any potential December rate cut could very well be the last for some time, reflecting the deep ideological divides within the Fed itself regarding the appropriate pace and size of rate adjustments.

He also provided valuable technical insight into the end of QT, explaining the Fed’s strategic shift from rolling off mortgages to acquiring Treasury bills. This move aims to reduce the longer-duration assets on its balance sheet, a subtle but significant change in its operational strategy.

Despite their differing analytical lenses, Schiff and Brener find striking common ground on the ultimate trajectory. Both experts agree that the Fed’s current policies are steering the economy towards more inflation, a weaker dollar, and consequently, rising gold prices.

Schiff, ever the outspoken bear on the dollar, predicts a significant rise in gold as the dollar weakens and inflationary pressures persist.

 He forecasts an almost inevitable return to massive Quantitative Easing (QE) from the Fed, forced into action by worsening economic conditions and the inability to tolerate the necessary pain of genuinely tight monetary policy.

The discussion with Peter Schiff and Andy Brener paints a concerning picture for the purchasing power of the dollar and the future of inflation.

While the Fed attempts to navigate a complex economic landscape, these experts suggest its recent actions may carry unforeseen and potentially detrimental consequences. The rising price of gold, particularly the $4,000 mark cited by Schiff, stands as a stark reminder of deep-seated anxieties about monetary policy and economic stability.

Understanding these diverging views and the underlying economic forces at play is crucial for anyone looking to protect their wealth and navigate today’s increasingly volatile financial markets.

https://youtu.be/RgWFX3GI6V8