Inflation Is Destroying The Fed's Credibility
Alfonso Peccatiello: Inflation is Destroying the Fed's Credibility
Palisades Gold Radio: 8-23-2022
Alfonso believes the Repo markets could be the most important part of the pyramid going forward. The system is continuing to add more layers and levels to the way markets work.
Repo markets exist below bonds at the very base of the pyramid. Repo markets allow for leveraging of bonds and treasuries. Repo markets are very active to the tune of trillions per day. Pension funds, asset managers, or corporate treasurers are on the other side of these trades.
So long as financing costs are predictably low, there aren't many problems. There is a lot of cash chasing a limited amount of collateral. When Repos become unsteady, it shakes the entire pyramid structure. These markets can become very tight rapidly.
The Fed has not changed its inflation targets. They want to be improving inflation expectations because it impacts their credibility. They are very committed to shrinking their balance sheets. The chances of a soft landing in this environment are quite low.
It will likely take a fairly big recession to bring inflation back to two percent. Probably a recession that lasts up to two years. However, the system is much more leveraged and fragile than in the past. This makes addressing the problems much more complex.
He shows us the G5 Credit Impulse chart. It reflects private sector bank balances and if they are increasing or shrinking. This is indicative of economic activity across the G5 nations and is a leading indicator of economic activity.
It's currently falling off a cliff, and therefore economic growth and earnings are likely to fall further. A recession is when people are fired and are losing their jobs. This shows up in business models that start to crumble, and then bleeds over to the rest of the economy and housing.
He says, "We are going to have a proper recession." Markets want to make money, and they wish to hear that inflation is coming under control. However, this is not the case. We need momentum for inflation figures to decline. Investors should be cautious in the risks they take with their portfolio. Something very foundational will have to break for the Fed to change to a dovish approach.
There will be a point where they have generated enough 'damage' to the economy where inflation control is regained.
Talking Points From This Week's Episode - The importance of the Repo markets and why they are foundational. - Fed's inflation targets and why a pivot may be quite some time away. - Defining inflation and why the Fed has to get it under control.
Time Stamp References:
0:00 - Introduction
1:05 - Bond Markets & Repos
3:45 - Repo Trading Volume
6:20 - Managing Repo Risk
9:29 - 2019 Repo Problems
12:20 - Bear Traps & Inflation
18:04 - Tightening & Bankers
22:06 - A Soft Landing?
25:03 - Job Markets Report
29:32 - G5 Credit Impulse
34:02 - Recession Nuances
35:48 - CPI Prints & Fed Targets
41:58 - Force a Fed Pivot?
44:40 - Portfolio Positioning
48:33 - Wrap Up
Good Evening Dinar Recaps,
India Pushes the Rupee Beyond Its Borders: Local-Currency Trade Moves From Policy to Practice
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Reset Intelligence: Iraq Orders New Banknotes
8-26-2026
Iraq Orders New Banknotes
By Reset Intelligence | @EXIT_FIAT
Iraqi lawmakers say the central bank has finalized designs for a new banknote series: roughly 7.5 billion notes, printed across 4 countries.
MilitiaMan & Crew: Is the Iraqi Dinar Moving? Daily Analysis from the Crew
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The Crew: Samson, PompeyPeter, Petra, Daytrader, Sunkissed, GIGI and Militia Man
No drama. No intrigue. No songs and dances. Just straight, factual news that I read and interpret to the best of my ability after being an avid Dinar investor and insanely obsessed Dinarian for over 15 years.
Follow MM on X == https://x.com/Slashn
Oil falls as Iran-Oman talks fuel Hormuz hopes
2026-08-26 Shafaq News Oil prices dropped about 2% on Wednesday, adding to the previous session's losses, on fresh hopes the Strait of Hormuz could reopen after Iran said it had resumed talks with neighbour Oman on managing the strategic waterway.
Brent crude futures fell $1.78, or 2.0%, to $86.80 a barrel by 0027 GMT, while U.S. West Texas Intermediate crude futures were down $1.49, or 1.8%, at $80.87. Both benchmarks lost more than 3% on Tuesday.
Bruce’s Big Call Dinar Intel Tuesday Night 8-25-26
Transcribed By WiserNow Emailed To Recaps (INTEL ONLY)
Welcome everybody to the big call tonight. It's Tuesday, august 25, and you're listening to the big call. Thanks for tuning in, everybody. We're going to have a really good call tonight. I'm excited about my segment tonight, and I'm always excited to hear what Sue would bring to us and what Bob would bring to us as well.
Alright, let’s get Into our Intel portion of the call, I've got a few things I'd like to bring up, and but I'm going to try to create my little timeline that I like. See if we can make that happen. All right. First of all, I'm just going to bring up something about Iraq.
Majeed KSA: September 1st is the RV Date (?)
8-26-2026
The reason I made this claim is because for the past 5 days the news from Iraq kept going back-and-forth about deleting the zeros and not deleting the zeros, and if it will increase the purchasing power or not increase the purchasing power.
Acting like if they still thinking about it before taking any step.
And then all of a sudden, when the pressure they received from Trump was exposed on the media… in less than 24 hours, they said “now we are advancing in deleting three zeros.”
Coffee with MarkZ, joined by Andy Schectman and Zester. 08/26/2026
MarkZ Disclaimer: Please consider everything on this call as my opinion. Be sure to consult a professional for any financial decisions
MZ: After years of stalling, things are moving. World order changing, WTO, Oil prices, and Columbia gets tough.
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
Note: All intel should be considered as "Rumors" until we receive official announcements ...and “Rates and Dates” could change anytime until we get to the banks/redemption centers.
RV Excerpts from the Restored Republic via a GCR Update as of Wed. 26 Aug. 2026
Compiled Wed. 26 Aug. 2026 12:01 am EST by Judy Byington
Judy Note:“A Midnight Window was opening, with all systems Green.” …Tier4b ISO20022 on Telegram Tues. 25 Aug. 2026
Good Morning Dinar Recaps,
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Between Advantages And Repercussions... An Expert Reveals To "Baghdad Today" The Details Of Removing Zeros From The Dinar
Baghdad Today – Baghdad Professor of International Economics, Nawar Al-Saadi, revealed today (Tuesday, August 25 , 2026) the importance and repercussions of "removing zeros" from the Iraqi currency.
Al-Saadi told Baghdad Today that “the principle of removing zeros, if implemented in a scientific and well-thought-out manner, can contribute to simplifying monetary and accounting transactions, facilitating payment processes and digital transformation, and reducing the volume of banknotes in circulation, in addition to the possibility of using the process as part of a broader reform to bring cash funds outside the banking system back into the official financial cycle.”
TNT:
Tishwash: The Central Bank of Iraq reveals the amount of local currency in circulation.
Data from the Central Bank of Iraq’s economic indicators revealed on Tuesday that the total currency issued by the bank in the markets rose to 111.189 trillion dinars by the end of June 2026, compared to 99.799 trillion dinars at the end of 2025, an increase of about 11.4 trillion dinars.
According to data seen by Shafaq News Agency, net currency outside banks reached 101.966 trillion dinars at the end of last June, compared to 92.560 trillion dinars at the end of 2025, an increase of about 9.4 trillion dinars.
KTFA
Tuesday Night Video
FRANK26….8-25-26….OUR GUEST IS WALKINGSTICK
This video is in Frank’s and his team’s opinion only
Frank’s team is Walkingstick, Eddie and Omar in Iraq and guests
Playback Number: 605-313-5163 PIN: 156996#
Exclusive To Kurdistan 24: US Pressure On Baghdad To Expedite The Removal Of Zeros From The Dinar To Curb Money Laundering
Erbil (Kurdistan24) - Informed sources told Kurdistan24 today that the United States is exerting increasing pressure on the Iraqi government to expedite the implementation of the "removal of zeros from the Iraqi dinar" project, with the aim of crippling the movement of funds smuggled abroad and recovering cash liquidity hoarded through illegal means.
Congress Built This Mess. They’ve Made Sure They Don’t Live In It.
Notes From the Field By James Hickman (Simon Black / Sovereign Man)August 25, 2026
King Hammurabi of Babylon had a simple rule for home builders: if the house you built collapsed and killed its owner, you were put to death.
That was law #229, carved in stone almost 4,000 years ago. And some version of this rule has existed for most of human history. Even to this day, it’s a tradition among architects to spend the night under a bridge they designed to prove that it’s safe.
MASSIVE NEWS DAY For Dinar Investors!
The Dinar Den: 8-24-2026
At the heart of the latest discussion is Iraq’s steady march toward complete economic and political sovereignty. The hosts of The Dinar Den point out that recent geopolitical shifts—most notably a apparent decline in external regional influences, such as Iran’s historically strong leverage over Iraqi fiscal policy—are paving the way for Iraq to reclaim full autonomy over its monetary decisions.
This transition is further emphasized by the highly anticipated drawdown of the U.S. military presence, with sources pointing toward key milestones around September 30th.
Rob Cunningham: The New Global Monetary System
8-25-2026
I would size the mature “all-in” global dollar liquidity layer at roughly $250–$500 trillion, with about $350 trillion as a defensible central scenario – and a plausible extreme-state requirement approaching $750 trillion+ if tokenization, collateral mobility, machine commerce and reserve demand expand as aggressively my thesis assumes.
On August 24, the White House formally announced Operation Economic Outcast, explicitly framing Iran’s choice as either “complete global isolation” or a path to rejoin the global economy.
Iraq Considers Currency Change and Dinar Redenomination as Parliament Seeks to Delay Draft Law
25-08-2026 Peregraf — Iraq is considering a major currency reform that would involve replacing existing banknotes and potentially removing zeros from the Iraqi dinar, but the Parliamentary Finance Committee has asked the government to postpone legislation on the proposal until its economic, legal and financial implications are studied in greater detail.
Good Afternoon Dinar Recaps,
BRICS Builds the Plumbing for a More Multipolar Financial System
The most consequential part of the BRICS financial story may not be a new currency. It may be the payment infrastructure being built underneath global trade.
Reset Day Is Coming — Here’s What Happens to Your Money, Debt & Home (How to Prep)
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In today’s interview, Daniela Cambone speaks with ITM Trading’s Taylor Kenney about what “Reset Day” could mean for your savings, debt, and home and how to prepare before the rules change.
History often provides clear indicators when monetary systems come under structural strain. During the conversation, Taylor Kenney highlights firsthand accounts and real-world examples of past currency crises, such as the economic devaluations experienced in Mexico.
CBI Rejects Reports Of Printing New Banknotes
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