Rafi Farber and Greg Mannarino Friday Afternoon 9-30-2022
Rafi Farber: Bank of England Pivots Right Into the End Game
Arcadia Economics: 9-30-2022
Good news everyone! Two weeks to flatten the curve is back! Except this time it's the British yield curve, and it's the Bank of England that says it needs two weeks to flatten it!
The FT reports: "Central bank to spend £5bn a day for 13 days over material risk to UK financial stability." Today it's the Bank of England and the pound. Tomorrow it will be the Fed and the dollar. It's only a matter of time, and not much at that.
Meanwhile, absolute deflation of the money supply (not of prices!) has continued for 14 straight weeks, the longest deflation since the Fed began keeping records in 1980.
This will likely lead to a stock market collapse of epic proportions by November.
And finally, are we at the beginning of a new precious metals bear market like in 2013? Rafi says most likely no, and shows three big reasons why.
We Are In A FULL BLOWN CURRENCY CRISIS!!! Critical Updates.
Greg Mannarino: 9-30-2022
Gold’s Investment Case Has Fundamentally Changed, And Rising Yields Are No Longer A Dealbreaker - FTSE Russell’s De
By Neils Christensen (Kitco News) - Rising bond yields are creating a significant headwind for gold, but investors should be careful about applying the precious metal’s traditional relationship with interest rates too rigidly, as structural changes in global demand continue to support elevated prices, according to FTSE Russell.
Why Is the U.S. Dollar the World's Dominant Reserve Currency?
September 01, 2026 By Scott A. Wolla
What do you think of when you hear “U.S. dollar”? Is it the cash in your wallet, the balance in your bank account, or the price of a gallon of gas? In these and other examples, the dollar performs the basic functions of money. This is true in the U.S. and in countries around the world, whose governments, central banks, businesses, and investors use dollars to buy, sell, borrow, and lend. The dollar is integral to the financial “plumbing” of the global economy and is the world’s dominant reserve currency.
"It Will Be A Weekend Event" | Bill Holter
Liberty and Finance: 9-21-2026
Bill Holter warns that today’s debt and derivatives-driven financial system could be approaching a breaking point.
He argues that rising interest rates are exposing vulnerabilities across Treasury markets, sovereign debt, and the global financial system.
KTFA:
Henig: IMO: Very interesting.
Digital transformation widens market reach for Vietnamese goods
September 18, 2026 - 14:07
E-commerce and livestreaming are reshaping how Vietnamese craft villages, co-operatives and businesses connect with consumers, cutting distances between producer and buyer without eroding traditional values.
Why Gold Prices Could Keep Rising Despite High US Yields And Interest Rates
Analysts expect gold prices to continue rising into 2027.
Updated Sep 21, 2026, 05:56 PM
Gold prices are expected to rise through 2027 despite high US interest rates and bond yields, driven by central bank purchases and concerns over US government debt.
Central banks, especially China, have increased gold buying significantly, with global purchases nearly doubling pre-2022 levels, supporting gold as a safe asset against financial crises.
Good Afternoon Dinar Recaps,
INDIA LIQUIDITY RESET WATCH: RBI DRAINS BANKING SYSTEM CASH AS BOND SALES AND FX SWAPS RESHAPE THE RUPEE
India’s central bank is rapidly absorbing excess banking liquidity as bond sales, foreign-exchange swaps and rupee management begin reshaping conditions across the country’s financial system.
Iraq/Iran War, Global Currency Reset Update: Holly Celiano
Nicholas Veniamin: 9-21-2026
The global financial landscape is undergoing a profound and highly coordinated transformation. As nations seek to move away from legacy monetary frameworks, a complex web of geopolitical negotiations, economic positioning, and structural reforms is taking shape.
At the center of this evolution are critical developments in Iraq, strategic shifts in South American oil exports, and the operational mechanics of a broader global currency reset.
Emailed to Recaps: Thank you David
Reset Intelligence: The Summit.
By Reset Intelligence | @EXIT_FIAT
Everyone who can end this war landed in one city inside the same 48 hours.
Iran's president needed his enemy's visas to get there. Iraq turned the Iranian planes away at dawn.
Bill Holter: Fiat to Fail, US$180,000 Gold Will Look "Laughably Low"
Investing news: 9-21-2026
Bill Holter of BillHolter.com believes gold's next leg higher has already begun, and its ultimate catalyst is the financial markets themselves. "I think price wise, we're early, Time wise, I don't think there's a lot of time left before we see the implosion of fiats.
The inverse of that is an explosion of prices of everything down to a stick of gum or a cup of coffee," he said. Holter also explains how a gold price of US$180,000 per ounce could be "laughably low" in the long term.
MilitiaMan & Crew: IQD News & Market Analysis: What You Need to Know Now
9-22-2026
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
Government Spokesman: Iraq Is Keen To Develop Its Partnership With Washington
Money and business Economy News – Baghdad Government spokesman Haider al-Aboudi said on Tuesday that Prime Minister Ali al-Zaidi will present Iraq's vision on the security of the region and its economy to the United Nations, pointing to the keenness of Iraq and the United States to develop the partnership between the two countries and raise it to a distinctive strategic level.
Good Morning Dinar Recaps,
EU STABLECOIN RESET WATCH: ECB CHALLENGES BANK-DEPOSIT RULE AS EUROPE REWORKS DIGITAL MONEY SAFEGUARDS
Europe is reconsidering how stablecoin reserves should be structured as the ECB seeks to balance digital-payment innovation, banking stability and control over the future of money.
TNT:
Tishwash: The parliamentary finance committee is finalizing the closing accounts in preparation for approving the 2027 budget.
The Parliamentary Finance Committee announced on Monday (September 21, 2026) the completion of procedures for discussing the final accounts of previous fiscal years, in preparation for approving them before voting on the Federal General Budget Law for 2027.
The Media Department of the House of Representatives stated in a statement received by "Baghdad Today" that the Finance Committee, headed by MP Uday Awad and with the attendance of its members, held a meeting today, September 21, 2026, to discuss the final accounts report for previous fiscal years.
KTFA
Monday Night Video
FRANK26….9-21-26….LOOK CITIZENS…UNDERSTAND?
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#
Oil Plunges Below $102 On De-Escalation Hopes
2026-09-21 Shafaq News Oil prices slid to their lowest in more than a week on Monday on hopes diplomacy in the Iran war will get a chance this week amid a UN meet and as investors eyed a partial recovery in shipments from Saudi Arabia despite ongoing attacks by Yemen's Houthis. Brent crude futures and US West Texas Intermediate crude touched their lowest since September 10 earlier on Monday, with Brent at $101.71 a barrel by 0213 GMT, down $2.16, or 2.08%, after settling 0.91% lower on Friday.
What A Fed Rate Hike Could Mean For Gold And Silver Prices
MoneyWatch: Managing Your Money
By Angelica Leicht September 14, 2026 / 1:07 PM EDT / CBS News
Gold and silver investors have had to contend with some sharp price moves so far in 2026. Gold, for example, surpassed $5,500 per ounce early this year, but has since retreated significantly from that record high, with the price of gold sitting closer to $4,275 per ounce as of mid-September.
Silver, on the other hand, has also experienced sizable price swings as investors have responded to shifting expectations for inflation, interest rates and the economy.
Rob Cunningham: Why the New DLT Monetary System Could Soar Soon
9-21-2026
WHY THE NEW DLT (Distributed Ledger Technology)MONETARY SYSTEM COULD SOAR – SOON!
My KUWL Optics: We could be approaching the moment when years of preparation become visible adoption.
Consider the potential convergence:
• Regulatory clarity unlocks institutional commitment.
MilitiaMan & Crew: Daily IQD News |Why the US Hasn't Mined Tungsten in a Decade
9-20-2026
IQD news starts about minute 4:50 or so
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.
Good Afternoon Dinar Recaps,
YEN RESET WATCH: JAPAN'S CURRENCY DEFENSE MOVES INTO FOCUS AS BOJ RATE HIKE FAILS TO LIFT THE YEN
JAPAN'S YEN HAS WEAKENED DESPITE A BANK OF JAPAN RATE HIKE, PUTTING CURRENCY INTERVENTION, INTEREST-RATE DIFFERENTIALS AND GLOBAL CAPITAL FLOWS BACK IN THE SPOTLIGHT.
CBI currency sales drop $18.5B in eight months
2026-09-22 Shafaq News- Baghdad The Central Bank of Iraq's (CBI) foreign currency sales fell 34.5% year-on-year to about $35.27 billion in the first eight months of 2026, down from roughly $53.83 billion during the same period in 2025, according to CBI data. The CBI sold about $3.697 billion in foreign currency in August, including $270 million in cash sales and $3.427 billion to boost banks' balances abroad.