Seeds of Wisdom RV and Economics Updates Friday Afternoon 10-31-25
Good Afternoon Dinar Recaps,
Budapest Breakdown: Trump–Putin Talks Collapse Over Ukraine Demands
Geopolitical fractures, financial realignments, and the future of global trade blocs.
Background & Analysis
The cancelled Trump–Putin summit in Budapest marks a critical setback in U.S.–Russia diplomacy. Putin’s insistence on territorial concessions and NATO limits reflects Russia’s broader strategy to cement its Eurasian security sphere.
Good Afternoon Dinar Recaps,
Budapest Breakdown: Trump–Putin Talks Collapse Over Ukraine Demands
Geopolitical fractures, financial realignments, and the future of global trade blocs.
Background & Analysis
The cancelled Trump–Putin summit in Budapest marks a critical setback in U.S.–Russia diplomacy. Putin’s insistence on territorial concessions and NATO limits reflects Russia’s broader strategy to cement its Eurasian security sphere.
Moscow’s stance: Secure recognition of annexed regions and reshape post-war trade alignment.
Washington’s concern: Protect European stability and prevent China–Russia economic deepening.
Why It Matters for Global Finance
This breakdown stalls the emerging East–West financial détente. Russia’s continued alignment with BRICS and de-dollarization efforts reinforces multipolar financial systems (gold settlement, digital ruble trade).
If U.S.–Russia dialogue remains frozen, expect BRICS+ to accelerate independent financial infrastructure — bypassing Western SWIFT and IMF frameworks.
Implications
Energy markets may fragment further between Western and Eurasian exchanges.
Gold-backed settlement systems gain leverage as sanctions deepen.
Global alliances pivot toward a trade-based peace model — not military negotiation.
This is not just politics — it’s global finance restructuring before our eyes.
Seeds of Wisdom Team
Newshounds News™ Exclusive
Sources:
Financial Times and Reuters
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Gaza’s Silent Crisis: Peace Without Liquidity
The guns are quiet, but Gaza’s cash-starved banks expose the next phase of global monetary realignment.
A Fragile Peace Meets Financial Collapse
As Gaza’s ceasefire takes hold after two years of war, its residents now face a different kind of siege — a total collapse of liquidity.
Banks reopened on October 16, yet most are shells of their former selves — their vaults empty, their systems dependent on intermittent electricity, and their customers desperate to withdraw even a few shekels.
No physical currency: Israel continues to block cash transfers into Gaza.
Damaged financial infrastructure: Dozens of branches were destroyed during the conflict.
Private withdrawal commissions reach as high as 40 percent, effectively monetizing desperation.
Trump’s peace framework offered no roadmap for restoring Gaza’s banking access, leaving humanitarian aid trapped in digital form.
With inflation spiking and barter returning as a survival mechanism, Gaza’s financial paralysis is now shaping up as a case study in the risks of cashless fragility under geopolitical control.
The Financial Dimension Behind the Ceasefire
This is not only a humanitarian or political crisis — it is a collapse of financial sovereignty.
Currency control as leverage: By halting banknote inflows, Israel and its allies control not just security conditions but economic survival — showing how liquidity itself has become a geopolitical weapon.
Digital dependency without infrastructure: Electronic transfers require stable power, telecom, and fees — all scarce in Gaza, creating a paradox of “digital access without financial inclusion.”
Shadow markets emerge: Private traders are now acting as informal banks, converting remittances or salaries into physical cash at steep markups.
Reconstruction frozen: With no functioning liquidity, aid funds remain unspent, halting rebuilding projects and distorting the regional supply chain.
Why It Matters for the Global Financial Reset
The Gaza case highlights a deeper global trend: the weaponization and fragility of monetary systems in conflict zones.
As nations move toward digital currencies and programmable payment systems, control over access becomes as important as control over value.
Liquidity is power: The ability to turn digital balances into spendable money defines who participates in recovery.
Programmable finance risks exclusion: Centralized digital settlement systems, if politically controlled, can replicate Gaza’s problem on a global scale — peace without prosperity.
Parallel humanitarian rails emerging: Efforts by BRICS and non-aligned nations to develop alternative cross-border payment systems now double as tools for crisis resilience, not just de-dollarization.
Gaza as precedent: Future sanctions or post-conflict economies may face similar liquidity quarantines, prompting calls for sovereign digital frameworks independent of geopolitical gatekeepers.
In short, Gaza’s liquidity famine exposes how financial infrastructure — not just diplomacy — underpins peace, reconstruction, and sovereignty.
The Broader Restructuring Picture
Middle East integration and BRICS+ dialogue may push for regional reconstruction banks denominated in mixed currencies.
Aid settlement reforms through tokenized humanitarian credits are being tested by the UN and African Development Bank — models that could bypass physical-cash barriers.
Global reset linkage: As Western systems centralize control through sanctions and oversight, non-Western alliances are responding by building redundancy into settlement networks — creating a bifurcated global finance system that Gaza’s crisis now exemplifies.
Conclusion
The guns have gone silent, but Gaza’s empty banks speak volumes.
In the new world order of digital settlement and political gatekeeping, access to liquidity may become the next frontier of sovereignty.
For policymakers and financial architects of the coming reset, the lesson is clear — stability without circulation is not stability at all.
This is not just politics — it’s global finance restructuring before our eyes.
Seeds of Wisdom Team
Newshounds News™ Exclusive
Sources:
Modern Diplomacy (Oct 31 2025) – “Gaza’s Ceasefire Brings Calm, But No Cash as Banks Reopen Empty.”
Reuters – “As the guns fall silent, Gazans find newly‑reopened banks have no cash” (Oct 31 2025)
Bloomberg – ” The closest relevant article is “How Gaza Descended Into a Hunger Crisis”
Al Jazeera – “Ceasefire in Gaza: A fragile calm amid unending struggle”
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The Algorithmic CFO: How Technology Is Re-Wiring Finance Operations
AI, automation, and real-time data are turning the back office into the strategy hub of global finance.
A quiet revolution is underway inside corporate finance departments.
No longer confined to quarterly reports and spreadsheets, the modern finance function is becoming an intelligent, predictive engine — driven by artificial intelligence, cloud computing, and continuous analytics.
🔹 From Bookkeeping to Real-Time Intelligence
Finance teams are shifting from recording the past to forecasting the future:
AI-powered forecasting models deliver near-instant insight into cash flow, risk exposure, and capital needs.
Cloud-based ERP systems link data across subsidiaries, creating a unified financial view in real time.
Automation of reconciliation and compliance tasks frees analysts for higher-value decision-making.
🔹 CFOs at the Core of Digital Strategy
The new CFO role extends far beyond budgets:
Data governance now defines financial credibility — clean data is becoming the new audit standard.
Cyber-resilience joins balance-sheet strength as a measure of financial stability.
Finance and IT convergence is emerging as a new executive discipline in the digital corporation.
🔹 The End of the Monthly Report
Traditional reporting cycles are being replaced by continuous monitoring:
Embedded analytics dashboards give real-time performance visibility.
Predictive scenario modeling allows proactive responses to shocks, not reactive fixes.
AI-driven controls reduce human error and accelerate close processes.
🔹 Strategic Implications
Companies that integrate technology into finance operations gain:
Speed — faster insight means faster strategy.
Accuracy — automation minimizes reporting risk.
Resilience — real-time oversight supports stronger governance and investor confidence.
Bottom Line:
The digitalization of finance is not just an IT upgrade — it is a structural shift in how organizations perceive and execute their fiscal strategy. The CFO of 2025 is no longer a gatekeeper of numbers, but a designer of systems.
This is not just politics — it’s global finance restructuring before our eyes.
Seeds of Wisdom Team
Newshounds News™ Exclusive
Source:
Deloitte — “2025 Revisited: Future Finance Trends” (highlighting automation, big data, predictive modelling in finance operations).
Deloitte — “A CFO’s Guide to Tech Trends 2025” (focus on CFO-relevant technologies including AI, core systems modernization).
Deloitte — “2025 Financial Services Industry Outlooks” (industry-wide look at technology and operational transformation in finance-related functions).
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News, Rumors and Opinions Friday 10—31-2025
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 Fri. 31 Oct. 2025
Compiled Fri. 31 Oct. 2025 12:01 am EST by Judy Byington
Judy Note: All was promised to begin next Sat. 1 Nov 2025, when the Quantum Financial System (QFS) would officially transition into full operational control. That meant multiple banks (mainly owned by the Cabal) not GESARA compliant would close, while other Global banking structures were syncing to the asset-backed framework, (allegedly) dismantling the final remnants of the fiat system.
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 Fri. 31 Oct. 2025
Compiled Fri. 31 Oct. 2025 12:01 am EST by Judy Byington
Judy Note: All was promised to begin next Sat. 1 Nov 2025, when the Quantum Financial System (QFS) would officially transition into full operational control. That meant multiple banks (mainly owned by the Cabal) not GESARA compliant would close, while other Global banking structures were syncing to the asset-backed framework, (allegedly) dismantling the final remnants of the fiat system.
Two days later on Mon. 3 Nov. 2025, there would be a 48-hour blackout while money redistribution into the new Global Financial System(allegedly) began – designed to protect your own digital wallet and monies that only you could access.
In other words, “Where We Go One, We Go All.”
Possible Timing:
The Hidden Sequence Begins …Nesara Gesara QFS on Telegram I can feel the air shifting again. Something deep inside tells me that these next few days — starting from November 1 — will mark the silent birth of everything we’ve been waiting for. They told us nothing would happen overnight, but they never said it wouldn’t happen quietly.
Prepare for the Global Currency Reset, the full-scale activation of the gold and asset-backed Quantum Financial System, the public introduction of Med Beds, a 48-hour wealth redistribution blackout, and Ten Days of Worldwide Communication Darkness. https://t.me/Gesara_QFS
On Sat. 1 Nov 2025, the Quantum Financial System (QFS) will (allegedly) officially transition into full operational control. Global banking structures are now syncing to the asset-backed framework, dismantling the final remnants of the fiat system.
November 1, 2025 That’s the moment the Quantum Financial System truly takes the wheel. The switch isn’t theatrical, it’s mathematical. It happens in silence, in code, through frequencies that most can’t even perceive. While the world sleeps in distraction, the servers reroute, the gold flows back into accountability, and the fiat ghosts begin to fade.
You might not see it, but you will feel it — a strange calm spreading across markets, as if the storm suddenly forgot how to rage. That’s not coincidence. That’s calibration.
On Mon. 3 Nov. 2025, the scheduled 48-hour blackout for GCR/GESARA wealth redistribution will begin. This marks the initiation of massive fund allocations into new sovereign digital wallets under QFS oversight. A 48-hour stillness in global communication, masked as “technical upgrades” and “network synchronization.” But I know what it really is — the redistribution event.
Wealth, finally being reassigned through QFS channels. Invisible to the public, yet monumental in scale. Behind every screen flicker and every delay in digital access, there’s an unseen army of algorithms balancing centuries of theft. The scales of justice are being rewritten, not by courts, but by code.
On Wed. 12 Nov 2025, the first wave of wealth redistribution will go live, as millions receive their initial funds – empowering communities and triggering local economic recovery projects worldwide.
On Thu. 27 Nov 2025, President Trump will (allegedly) host a monumental Thanksgiving address marking the rebirth of the free republic under GESARA law. Global QFS announcements and unveilings of new sovereign infrastructures will accompany the celebration, symbolizing the dawn of a new era for humanity.
Thurs. 1 Jan. 2026 Scott Bessent has verified that the U.S. will integrate gold-backed reserves starting January 2026, ending America’s reliance on fiat currency.
As I write this, I can already sense it unfolding. Timelines merging. Systems syncing. Truth aligning with reality. This is not prediction – it’s confirmation of everything we’ve felt for years. We are entering the sequence. The silence isn’t absence. It’s preparation.
Hold the frequency, stay grounded, and remember: nothing visible can explain what’s already happening beneath the surface.
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THE INVISIBLE ENGINE BEHIND THE GLOBAL CURRENCY RESET 2025 …GitmO TV on Telegram
You heard of GCR. No one told you how it actually runs. The leak is out. The hidden Tier 1 to 5 structure is the command grid behind the Reset. It is not markets. It is power, access, timing. The battlefield is silent, encrypted, and real.
Fiat empires are collapsing. While the media sleeps, a new architecture is being wired through secure briefings and classified rooms. This is Tiered Redemption. It does not rank money or age. It sorts consciousness, readiness, mission.
Forget the public health tier model. That has nothing to do with GCR. In this operation, tiers mean awareness and position.
Tier 1. Central banks, sovereign treasuries, legacy dynasties, the big plumbing of the old system. You do not have to like them. For the transition you still route through their valves so the flood can drain.
Tier 2. Private banks, massive trusts, religious finance networks, certain NGOs. They are distribution. They move, mask, and now must release. Some corrupted, some pressured, a few flipped.
Tier 3. Historical bond holders and private whales. Dragon bonds, war era gold instruments, family certificates, suppressed estate claims. Redeeming these clears fake overlays and resets the ledger to truth.
Tier 4A. White Hat military and intel operations. Quantum system architects, validation teams, authorized redemption officers. They test, harden, simulate inside secure corridors with military grade clearance. Backstage. No applause. Total control.
Tier 4B. The awakened internet group. You studied QFS, NESARA, GESARA. You acquired revaluation currencies. You listened when others mocked. You prepared. Expect private notices, secure appointments, and roles in humanitarian deployment when the doors open.
Tier 5. The unprepared majority. Good people. Asleep to the war. They will benefit when it goes public, but without strategic terms, no special rates, no private centers. Freedom arrives anyway, even if they never knew the chains.
Read this as a war map. The tiers are not status. They are signal clarity. Higher tiers are not better. They are earlier. They carry responsibility. The mission is to stabilize the grid, then lift everyone.
Plain truths. Tier 1 is the pipe you still use. Tier 2 is the warehouse that must unlock. Tier 3 is the buried soul of real assets. Tier 4A builds the stage and guards the switch. Tier 4B is the citizen force that kept the flame. Tier 5 is humanity that will wake when the lights come on.
You are not here by accident. You are not Tier 5. You were selected to know and to prepare. Hold position. Watch for the signal. When it hits, move fast, act clean, think like a builder. The window will be short and decisive.
Read full post here: https://dinarchronicles.com/2025/10/31/restored-republic-via-a-gcr-update-as-of-october-31-2025/
Courtesy of Dinar Guru: https://www.dinarguru.com/
Frank26 [Iraq boots-on-the-ground report] OMAR: Television news showing clips about the new lower notes, especially on the local Iraqi broadcasts. These are the real notes. They’ve been giving people a heads up on the design and new security features so that everyone knows what’s coming before the notes are fully out there. FRANK: This is what we expected right about now as the month is coming to an end… Congratulations… you have finally landed on the shores of a new exchange rate with purchasing power for your currency…Every day is another piece of the puzzle. IMO sometime between now and the 11th of next month the CBI should show us the new exchange rate.
Mnt Goat …last week the CBI announced plans to remove zeros from dinar, as part of efforts to strengthen the national currency…two weeks ago, we also had articles on this subject matter…So, last week again the CBI confirmed to the citizens the project is underway and we will see more information about it soon. These types of recent articles are no longer just updates on the project to remove the zeros but informational and educational for the start of the process…that is what my CBI [contact] told me on my call to Iraq last Wednesday… So, we can expect more of these articles ongoing from now on educating us on this process that is underway…finally….
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When Gold Doubles, The System Resets (It Just Happened)
Mark Moss: 10-31-2025
The rule is simple: When gold doubles, empires fall. And it just happened again.
But this isn't just a historical pattern; it's a mathematical certainty. And while most people will focus on the chaos that follows, they're missing the real story: the single greatest transfer of wealth in human history that has now been triggered.
00:00 The Rule That Predicts Collapse
02:00 Rome’s Warning: The Fall of the Denarius
09:00 Britain’s Fall: End of the Pound Empire
13:00 Today’s Warning: Gold Doubles Again
20:00 Defense and Offense: Gold and Bitcoin
“Tidbits From TNT” Friday 10-31-2025
TNT:
Tishwash: The Central Bank of Iraq obtains the international business continuity certificate (ISO 22301:2019
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.
TNT:
Tishwash: The Central Bank of Iraq obtains the international business continuity certificate (ISO 22301:2019
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 - link
Tishwash: Central Bank's Precautionary Foreign Reserves
In line with the strategy and principle of disclosure and transparency that the Central Bank operates on in its internal and international banking transactions.
The monetary policy indicators up to the first half of 2025 show that foreign exchange reserves reached around $100 billion, which covers the issued local currency, which amounts to around 98.4 trillion dinars, which recorded a decrease of 3.8% compared to the same period of 2024.
The decrease in the issued local currency contributed to a decrease in the inflation rate to 0.8%, a decrease of 76% compared to 2024, and had a significant impact on maintaining the general price level.
Furthermore, foreign reserves at their current level are sufficient to cover 18 months of imports. In addition, there is a gold reserve of 167 tons, ranking fourth in the Arab world and thirtieth globally according to the World Gold Council.
This constitutes an important part of Iraq's foreign reserves, recording a significant growth rate of 55% up to the first half of 2025, reaching a value of 22.8 trillion dinars compared to 14.7 trillion dinars in the second half of 2024. The safe investments of these reserves have contributed significantly to the growth of investment portfolios, accompanied by a healthy growth in returns to these portfolios.
We emphasize here that the growth rates achieved in foreign reserves were consistent with the Central Bank’s plan to enhance returns and build capabilities in the field of self-management of reserves
Which enabled the establishment of international banking relationships and the entry into agreements and memoranda of understanding with classified international banks, reputable financial institutions, international financing and consulting organizations, the Arab Monetary Fund, and international institutions concerned with investment management, and contributed to helping our banks build international banking relationships with correspondent banks in accordance with the Central Bank’s plan to regulate foreign trade financing and implement the comprehensive banking reform program. link
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Tishwash: Iraq signs contracts with international companies regarding the development road
Minister of Transport Razzaq Muhaibis Al-Saadawi announced today, 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 stated in a press release that "the Ministry of Transport has worked to overcome the challenges in the Development Road project by utilizing foreign expertise," noting that "this is a strategic and large-scale project, the first of its kind in Iraq, and therefore foreign expertise is necessary."
He added that "the Ministry has engaged technical consultants from the Italian company BTP, and also engaged financial and economic consultants from the American company Oliver Wyman. Furthermore, a contract was signed with the American company KBR to audit Oliver Wyman," indicating that "the Ministry is currently 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 several countries are interested in participating in the project," confirming that "a high-level committee and a commission are planned to be formed to manage the Development Road project."
The “Development Road” is a road and railway that extends from Iraq to Türkiye and its ports, with a length of 1200 kilometers inside Iraq.
The "Development Road" is one of the most important pillars for linking Türkiye with Iraq and the Gulf, and is considered one of the shortest routes that connect the Gulf with Europe link
Mot: This Thingy bout Texting and …..
Mot: Getting Tough Out There - It Is!!!
Mot: Check on your friends ladies. Some are still learning to drive a stick.
Seeds of Wisdom RV and Economics Updates Friday Morning 10-31-25
Good Morning Dinar Recaps,
How the Trump–Xi APEC Truce Rewires Trade — and What It Means for the Global Financial Reset
One-year pauses on rare-earth curbs and export restrictions, tariff roll-backs, and resumed commodity purchases soothe markets — but don’t erase structural rivalry.
A tactical detente at APEC has eased immediate market stress, but the deeper re-wiring of global finance and alliances is only accelerated — not reversed.
Good Morning Dinar Recaps,
How the Trump–Xi APEC Truce Rewires Trade — and What It Means for the Global Financial Reset
One-year pauses on rare-earth curbs and export restrictions, tariff roll-backs, and resumed commodity purchases soothe markets — but don’t erase structural rivalry.
A tactical detente at APEC has eased immediate market stress, but the deeper re-wiring of global finance and alliances is only accelerated — not reversed.
After a nearly two-hour meeting on the sidelines of APEC in South Korea, U.S. President Donald Trump and Chinese President Xi Jinping struck a tactical trade truce: China agreed to pause planned rare-earth export curbs for one year and to resume large purchases of U.S. agricultural goods, while the U.S. signalled tariff reductions and a one-year suspension or delay of certain export-control and entity-list expansions. These moves calmed supply-chain fears and briefly eased market volatility.
Background — what was actually agreed
Rare-earth exports paused for one year: Beijing agreed not to implement newly announced export curbs on critical rare-earth minerals for an initial one-year period, giving manufacturers time to plan and suppliers time to adjust.
Tariff adjustments and trade purchases: Washington announced targeted tariff reductions and secured renewed Chinese purchases of U.S. soybeans and other commodities, intended to rebalance bilateral trade pressures.
Delay/suspension of export-control expansions: U.S. officials indicated a pause or delay in expanding harsher export controls or entity-list restrictions for roughly one year, a concession tied to the leaders’ understanding.
These were tactical, time-bound steps — not a comprehensive strategic accord on technology, security, Taiwan, or long-term industrial policy. Reuters and multiple analysts described the meeting as a temporary truce rather than a full reset.
Why this matters to the new global finance system
Stabilizes key input markets (short term): Rare earths underpin magnets, EV motors, electronics and defence supply chains. A one-year pause reduces immediate scarcity premiums, cooling asset-price and supply-chain shocks that would otherwise push firms toward accelerated decentralization of suppliers and alternative settlement systems.
Buys time for strategic positioning: The pause gives both capitals and firms breathing room to negotiate supply-chain diversification, domestic capacity build-outs, and financing arrangements — but it also creates a one-year runway where parallel systems (BRICS settlement rails, gold-linked arrangements, tokenized trade pilots) can mature.
Reduces near-term pressure for financial bifurcation — but not the trend: Markets welcomed the truce (commodity and equity moves reflected relief), yet the underlying drivers of financial multipolarity — regulatory divergence, regional payment rails, and strategic industrial policy — remain. That means capital allocation and reserve management choices (currency mix, gold, reserves in regional banks) will continue to shift.
Regulatory and entity-list pauses reshape financing windows: Delays to sanctions/controls temporarily reopen technology and capital flows to some firms — easing funding stresses for multinational projects — while policymakers and private actors use the window to accelerate alternative infrastructure (e.g., non-dollar settlement channels, local currency swap lines).
Strategic implications for alliances and global architecture
U.S. leverage regained tactically; China preserves strategic options. Washington gains short-term relief in supply chains and domestic price pressure; Beijing secures time to scale domestic processing and to diversify export partners. Neither side gave up core leverage — they merely rebooted a negotiating clock.
BRICS and regional blocs speed up parallel finance initiatives: A tactical U.S.–China truce reduces immediate urgency for some governments to decouple, but geopolitical competition still incentivizes alternative clearing, trade settlement and reserve arrangements — a parallel architecture that can coexist with renewed U.S.–China commerce.
Private markets and corporates win a planning window: Multinationals get a one-year horizon to adjust contracts, hedge strategies and sourcing — a pragmatic benefit that can temporarily soften capital flight into havens or strategic relocation.
Why this leads to restructuring, not reversal
Time-bound deals don’t undo structural policy choices. Even if rare-earth curbs are paused, China’s prior expansion of controls and investment into processing capacity remain. Markets — and states — will re-price longer-term political risk, accelerating investments in domestic mining, recycling, and substitutes.
A tactical truce accelerates the shape of the reset. Rather than forcing immediate decoupling, the truce allows both sides to coordinate staging: the West can continue gradual reshoring and alliance-based procurement, while China can pursue parallel financial rails and strategic commodity partnerships — both paths change who controls critical flows and how capital is allocated globally.
What to watch next
Follow-through mechanics: Are the rare-earth pauses and tariff cuts written into enforceable MOUs, or are they purely declaratory? Legal detail matters for markets.
One-year horizon policy moves: Expect both capitals to make domestic legislative and industrial moves during the pause — increased mining permits, subsidies, or export-processing investments.
BRICS and alternative settlement progress: If Russia, India or other partners accelerate non-dollar settlement or gold-linked swaps during the truce, the global financial architecture could bifurcate quietly while trade resumes.
This is not just politics — it’s global finance restructuring before our eyes.
Seeds of Wisdom Team
Newshounds News™ Exclusive
Sources:
Reuters — China agrees to one-year rare earth export deal, issue ‘settled’ says Trump.
Reuters — Trump-Xi 'amazing' summit brings tactical truce, not major reset.
Reuters — Trump shaves China tariffs in deal with Xi on fentanyl, rare earths.
Reuters — US delays expansion of export restrictions on Chinese firms after Trump-Xi meeting, Bessent says.
Al Jazeera — Trump-Xi meeting: Key takeaways (truce on tariffs and rare earths).
Atlantic Council — Experts react: What does the Trump-Xi meeting mean for trade, technology, security, and beyond? (analysis & expert views).
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Stagflation Is Back—And the Fed Is Asleep at the Wheel
Stagflation Is Back—And the Fed Is Asleep at the Wheel
Notes From the Field By James Hickman (Simon Black) October 29, 2025
Protestant firebrand and political activist Hugh Latimer must have known he was risking his life when he stepped into the pulpit at St. Paul’s Cross on January 12, 1549. His sermon that Sunday morning was hardly religious in nature. Rather, Latimer publicly expressed the view-- the deep, deep frustration-- that nearly all Englishmen were feeling at the time, but everyone was too afraid to say out loud.
Inflation was killing them. And it was the government’s fault.
Stagflation Is Back—And the Fed Is Asleep at the Wheel
Notes From the Field By James Hickman (Simon Black) October 29, 2025
Protestant firebrand and political activist Hugh Latimer must have known he was risking his life when he stepped into the pulpit at St. Paul’s Cross on January 12, 1549. His sermon that Sunday morning was hardly religious in nature. Rather, Latimer publicly expressed the view-- the deep, deep frustration-- that nearly all Englishmen were feeling at the time, but everyone was too afraid to say out loud.
Inflation was killing them. And it was the government’s fault.
It started about seven years before, in 1542. England went to war against both Scotland and France-- AT THE SAME TIME. War is always expensive, and it’s especially debilitating when you’re fighting simultaneous conflicts to your north and south.
War costs quickly mounted, and the English government began paying for it by debasing the currency. Two years into the wars, by 1544, silver content in their coins had plummeted by about a third. Two years later by another 50%.
At peak, when Latimer gave his famous sermon, silver content had fallen 90% in just seven years. And as a result, prices across England were skyrocketing.
Latimer was witty and eloquent in the finest English tradition; he quipped at one point that “the King’s coin is become like the King’s faith-- clipped and counterfeit.” And later on, “the debasing of the coin is the debasing of the realm…”
Latimer believed the debasement of the currency to be a moral issue-- even a sinful act-- because it was essentially theft of commoner’s purchasing power.
He spoke to thousands of people that cold day in January. But his words went far beyond the congregation; his sermon was published and widely circulated, prompting angry Englishmen across the country to form rebel groups and demand change.
Latimer was arrested and charged for “stirring the people”, imprisoned in the Tower of London and ultimately put to death. His final words were “we shall this day light such a candle, by God’s grace, in England, as I trust shall never be put out.”
Writing in his own journal in 1551, King Edward VI himself admitted that his government was wrong.
“The debasement of the coin was the cause of the dearth,” wrote the King-- with dearth in that context referring to soaring food prices. He knew his government caused inflation, and inflation caused the social unrest. Latimer was an innocent man who had the courage to say what everyone else was feeling.
Both of these are sadly common trends in history; governments often persecute those whose only crime is telling the truth. And second, governments will invariably screw up, create inflation, and cause severe devastation in people’s lives.
I’ll focus on the second topic today given that the most recent inflation numbers in the US were announced a few days ago.
And, no surprise, inflation is ticking up and moving in the wrong direction. Based on the September month-over-month numbers, inflation is an annualized 3.6%.
Bizarrely, the Fed has already begun lowering interest rates and is widely expected to cut further in the coming months… which will most likely make inflation worse.
Far more important is that Fed officials are signaling that they’re about to end their quantitative tightening earlier than originally planned.
This is crucial. During the pandemic, the Fed created $5+ trillion in new money. Poof. It’s the equivalent of England debasing its currency in the 1540s… and all that new money triggered all the inflation we’ve experienced.
Quantitative tightening is the reverse of that process; in addition to raising rates (starting in 2022), the Fed also began reducing the money supply and draining some of that money out of the financial system.
At this point they’ve removed about $2 trillion out of the $5 trillion that they printed. And the original plan was to keep going and reduce their balance sheet.
But that seems to be no longer happening. So stopping the quantitative tightening, combined with interest rate cuts, will really invite a LOT more inflation.
And all of this is happening just as the labor market is beginning to falter. White collar jobs in particular are being slashed at an astonishing pace.
There’s a term for this-- one that economists don’t like to use very much. But it’s called stagflation-- a shrinking economy combined with higher inflation.
America has been here before-- most recently in the 1970s.
The US economy was in a tailspin; unemployment and inflation BOTH surged, resulting in an almost entire decade of economic misery. But there were safe havens.
Gold was an obvious safe haven. As the US economy stagnated and retail prices rose, gold prices exploded, rising more than 20x over the next ten years. The dollar, meanwhile, lost roughly 75% of its purchasing power.
We’re seeing similar conditions today, from the inflation data to the gargantuan US national debt. And if history is any guide, this isn’t a trend that reverses easily. The underlying driver—loss of confidence in US fiscal policy and the long-term value of the dollar—shows no sign of abating.
This is why we’ve written so much about gold over the past few years. And, despite its recent pullback, gold remains an incredibly sensible long-term investment.
But there are other real assets to consider as well.
Real assets in general tend to hold their value during inflationary periods—because they’re not just paper promises. They’re tangible. They’re productive. They’re the raw inputs the economy is actually built on.
One of the most obvious opportunities right now—possibly the most mispriced sector in the entire market—is energy.
The world does not exist without energy. Full stop. People have been fed a ridiculous lie that oil is going to disappear and we’re all going to drive solar-powered EVs and Exxon is going to go out of business.
What total BS. But because of this myth, many oil companies are absurdly cheap. Meanwhile oilfield services businesses have been practically left for dead.
Then there’s natural gas-- which (especially in the US) remains THE cheapest form of energy on the planet—cheaper than coal, oil, and in some real-world scenarios, even cheaper than nuclear. And it’s even pretty clean.
But natural gas producers too have traded at fire-sale valuations.
We’ve been clear that the gold story is not over by a long shot.
But in our investment research, we are starting to turn to other sectors that are still at the bottom of their cycles— but won’t stay that way for long the way inflation is heating up again.
The story of inflation is as old as the story of civilization itself. It’s inevitable.
And we’re seeing some pretty obvious warning signs on the horizon.
But there are some compelling safe havens out there which have almost NEVER been cheaper. They’re worth considering.
We’d also encourage you to consider joining our premium investment research service, which features these deeply undervalued, highly profitable, well-managed real asset businesses-- we’re offering a limited time promotional discount and an iron-clad money back guarantee.
To your freedom, James Hickman Co-Founder, Schiff Sovereign LLC
Podcast: Is it War? On Rumors That China Just Took Out Two US Military Aircraft
Podcast: Is it War? On Rumors That China Just Took Out Two US Military Aircraft
Notes From the Field By James Hickman (Simon Black) October 28, 2025
There was a popular legend from medieval Venice about an impoverished orphan from the island of Torcello. The boy came to Venice at a young age, found a job, and worked tirelessly and energetically-- enough to impress some of the city’s wealthy patricians.
Eventually the boy-- now a young man-- had built up enough credibility that some local noblemen entered into a commenda contract with him, i.e. a sort of proto-limited partnership. The idea was that the investors would finance a trade voyage (and stay comfortably at home in Venice), while the young man would risk life and limb on the high seas.
Podcast: Is it War? On Rumors That China Just Took Out Two US Military Aircraft
Notes From the Field By James Hickman (Simon Black) October 28, 2025
There was a popular legend from medieval Venice about an impoverished orphan from the island of Torcello. The boy came to Venice at a young age, found a job, and worked tirelessly and energetically-- enough to impress some of the city’s wealthy patricians.
Eventually the boy-- now a young man-- had built up enough credibility that some local noblemen entered into a commenda contract with him, i.e. a sort of proto-limited partnership. The idea was that the investors would finance a trade voyage (and stay comfortably at home in Venice), while the young man would risk life and limb on the high seas.
The investors would take 100% of the financial risk in exchange for 75% of the profit, while the orphaned entrepreneur would earn a 25% cut in exchange for risking his life.
The young man went off to sail the known world and came back with 10x his investors’ money. Ecstatic at the tremendous return on capital, the investors backed several other voyages… until eventually the young orphan boy with no prospects became one of the richest men in Venice.
No one knows if this particular story is true. But it’s emblematic of the incredible rise and peak of the Republic of Venice. 1,000+ years ago, it was truly the America of its day.
While the rest of Europe was toiling away in poverty due to the constraints of the ridiculous feudal system, Venice was like a rocket ship far ahead of its time.
Its entire society was built on economic freedom. ANYONE, from anywhere in Europe, could come to Venice, work hard, take risks, and make a fortune. It was the American dream seven centuries before there was an America.
Venice also prided itself on a strong rule of law, not to mention unparalleled political and financial stability. It became the richest place on the continent, by far, and its ducato (ducat) gold coin eventually displaced the Byzantine gold solidus as Europe’s major reserve currency.
But eventually, like most great civilizations, it peaked. Venice’s swashbuckling, risk-taking, hard-working entrepreneurial culture became complacent.
Rather than finance new trade routes and keep innovating, the great moneyed families of Venice were happy to sit at home and spend their fortunes on art and architecture. The government became clogged up with an entrenched political class that remained in elected office year after year. They became lazy, then incompetent, and then ultimately ran the place into the ground.
Meanwhile, other rising powers emerged on the geopolitical horizon-- among them, the Ottoman Empire.
In the 1300s, the Ottoman Empire came out of nowhere as a ferocious competitor, ruthlessly conquering everyone who stood in their way. They were also shrewd at trade and commerce, and they posed a direct threat to Venice.
It was a classic historical case of a rising power against a declining power. And it seemed like war was inevitable.
And to be fair, the two countries did cross swords a number of times; history records these as the “Ottoman-Venetian Wars [note the plural]”, though realistically they were extremely limited conflicts, i.e. not full-blown total war in which both sides tried to obliterate one another.
The reason for the limited nature of the conflicts is simple: trade. Both Venice and the Ottoman Empire did a LOT of business with one another, and they both knew that destroying their adversary would be self-destructive.
So instead, they fought small, limited conflicts while continuing to engage in trade and commerce.
This is very similar to the US-China conflict that has already been going on for a number of years. We can’t even count the number of cyberattacks that China has waged on the US and US infrastructure. There will be more.
China has been buying up land across the United States left and right to stage military assets for further conflict. They’ve engaged in election interference. Stolen intellectual property. Flooded the US with Fentanyl. Brazen espionage, complete with honeypot sex scandals of high-ranking bureaucrats, business leaders, and politicians. And let’s not forget about the balloons flying over US military bases.
Over the weekend the US Navy announced that two military aircraft-- a MH-60R Sea Hawk helicopter and F/A-18F Super Hornet jet-- both crashed in the South China Sea while conducting “routine operations”.
Fortunately no one was killed, and all crew members were safely recovered. But aside from that, the Navy provided no further details.
Realistically there are two possibilities.
Either, one, it’s amateur night at the Navy again, where poor training, bad leadership, or DEI quotas resulted in yet another preventable accident. And if that’s the case, it’s even more embarrassing given that it took place in China’s backyard.
The more sinister possibility is that the Chinese navy disabled the aircraft.
China regularly deploys its extensive (and highly advanced) nuclear-powered submarine fleet throughout the South China Sea to deliberately frustrate global shipping and control the region.
They engage in electronic warfare, including signal jamming that takes out radar, navigation, and communication systems for commercial shipping vessels… which encourages them to avoid the South China Sea entirely.
The US military, on the other hand, routinely conducts counter-jamming operations, along with submarine tracking, in an effort to keep the South China Sea open.
The two militaries are essentially engaged with one another every single day… but without firing a single shot. It’s a very limited conflict.
This weekend it might have crossed a line. And it’s possible that China’s jamming operations might have taken out certain flight and navigation controls of the US military aircraft, causing them to crash.
That would be a blatant escalation, especially as President Trump and Xi are set to meet.
Having said that, I still think full-scale war is a remote possibility. Just like Venice and the Ottoman Empire, China and the US still need each other. China actually needs the US far more than the US needs China at this point, and in truth the Trump administration has worked hard to make sure that’s the case.
Frankly, war with China doesn’t even crack what I would consider the top five concerns facing the US right now—maybe not even the top ten.
We break this all down in today’s podcast—why these latest incidents matter, but also why the odds of all-out war are extremely low. And I also weigh in on what I actually think is a much bigger concern for the US.
You can listen to the podcast here. For the audio-only version, check out our online post here.
Finally, you can find the podcast transcript for your convenience, here.
To your freedom, James Hickman Co-Founder, Schiff Sovereign LLC
Seeds of Wisdom RV and Economics Updates Thursday Evening 10-30-25
Good Evening Dinar Recaps,
Cross-Border Payments & Modernisation — Real-time, Intelligent, Interoperable
Why payments infrastructure is finally becoming the plumbing of the new global reset
Overview
Cross-border payments are undergoing a deep transformation — from slow, opaque, siloed rails to near-instant, high-visibility, smart networks. This change is not just about convenience; it is foundational for a multipolar financial system in which settlement, transparency and speed matter more than legacy incumbency.
Good Evening Dinar Recaps,
Cross-Border Payments & Modernisation — Real-time, Intelligent, Interoperable
Why payments infrastructure is finally becoming the plumbing of the new global reset
Overview
Cross-border payments are undergoing a deep transformation — from slow, opaque, siloed rails to near-instant, high-visibility, smart networks. This change is not just about convenience; it is foundational for a multipolar financial system in which settlement, transparency and speed matter more than legacy incumbency.
Key developments
Real-time payment systems and ISO 20022 messaging standards are being adopted widely: improved data, interoperability and reduced reconciliation friction.
Solutions like SWIFT GPI enable end-to-end tracking of cross-border flows — nearly 60 % of payments credited within 30 minutes, with full delivery within 24 hours.
Emerging rails (digital assets, fintech-led routing, programmable accounts) allow payments to reroute dynamically for speed, cost or regulatory advantage.
What this means for global alliances
Payment interoperability = alliance interoperability: When major blocs (e.g., BRICS, ASEAN, G7) adopt common messaging or rail standards, they deepen economic alignment.
Settlement preference as alignment tool: Countries that connect quickly and transparently to modern rails may become preferred trade partners, pushing others into less-connected legacy networks.
Infrastructure diplomacy: Payment-network governance becomes strategic: who controls node access, routing rules, data visibility becomes part of alliance bargaining.
How this accelerates financial restructuring
By reducing frictions and latency, the system lowers the cost of doing business across borders — enabling multi-currency and non-dollar settlement to gain traction.
The greater transparency and real-time nature enable alternative financial ecosystems to emerge that are less reliant on U.S.-centric rails and more regionally autonomous.
The shift from bank-centrism to rail-centrism means the locus of power moves: from large global banks to protocol/governance owners of payment infrastructure.
Practical signals to watch
Announcements of new payment-rail alliances, cross-border wallet/funds-transfer hubs, or major banks switching to modern messaging standards (e.g., ISO 20022).
Countries signing mutual recognition of payment infrastructures or digital-asset settlement links across jurisdictions.
Reports of major companies routing large cross-border flows via newer rails (digital, wallet-to-wallet) rather than traditional correspondent banking.
Bottom line:
Payments may seem a technical detail — but they are the foundation of global economic exchange. Modern, real-time, interoperable networks are reshaping how money moves, who it moves through and which alliances get preferred access.
This is not just politics — it’s global finance restructuring before our eyes.
Seeds of Wisdom Team
Newshounds News™ Exclusive
Sources:
Finastra – Modernising Cross-Border Payments for a Competitive Advantage
DNB Speech – Cross-Border Implications of Modernising Payment Systems
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Malaysia’s BRICS Bid Gains China–Brazil Backing Amid Trump’s Asian Trade Push
Strategic alliances reshape Southeast Asia’s position in the emerging global financial architecture.
BRICS Expansion Accelerates
Malaysia’s bid for full BRICS membership gained significant traction this week, following public endorsements from China, Brazil, and Russia — three of the bloc’s founding members.
The coordinated support suggests that Malaysia’s full entry into BRICS by 2025 is increasingly probable, marking a milestone in the bloc’s Southeast Asian expansion.
Brazilian President Lula da Silva affirmed Brazil’s backing during the 47th ASEAN Summit in Kuala Lumpur, calling Malaysia’s entry “a natural step for deeper South–South integration.”
China’s Foreign Ministry echoed support, emphasizing that Malaysia “shares BRICS’ cooperative goals and development vision.”
Russia’s Deputy Prime Minister Alexey Overchuk confirmed alignment, noting Malaysia’s “strategic fit within emerging global frameworks.”
If successful, Malaysia would become the second ASEAN nation with full BRICS membership, following Indonesia — strengthening the bloc’s economic footprint in Asia.
Strategic Implications for Southeast Asia
Malaysia’s accession would effectively anchor BRICS influence along the Malacca Strait, one of the world’s most critical trade and energy corridors.
The move signals a shift from dependency on Western-led systems to diversified, multipolar partnerships blending BRICS finance, trade, and digital settlement initiatives.
Enhanced participation in de-dollarized trade settlements.
Access to BRICS development financing, alternative to the IMF/World Bank model.
Expansion of digital infrastructure cooperation, aligning with China’s Belt and Road and Brazil’s south–south fintech programs.
Together, these could accelerate regional integration under a shared digital and resource-backed trade framework.
Trump’s Trade Diplomacy in Malaysia
At the same time, former President Donald Trump’s diplomatic travels through Asia — including Malaysia — have centered on reviving U.S. trade influence in a region increasingly tied to BRICS and China-led frameworks.
During his meetings in Kuala Lumpur, Trump’s delegation emphasized bilateral trade incentives and re-industrialization partnerships, especially in semiconductor and rare earth sectors.
However, these talks occur amid the very BRICS expansion that the U.S. aims to offset.
Trump’s pragmatic strategy appears to position U.S. alliances as complementary rather than adversarial, creating new trade routes that could still integrate with BRICS-linked systems under different governance models.
Global Financial Implications
The Malaysia–BRICS development ties directly into the broader realignment of global finance:
The inclusion of Malaysia strengthens BRICS’ claim over nearly half of global GDP (PPP).
Expansion of cross-border digital payment corridors could integrate ASEAN and BRICS via programmable, asset-linked systems.
A multi-node financial network is emerging — where sovereign trade alliances, real assets, and digital currencies converge outside the traditional Western banking structure.
This mirrors the ongoing global financial restructuring: a transition away from centralized, dollar-dominant systems toward a distributed, multipolar trade and finance ecosystem.
Why It Matters
Malaysia’s advancement toward full BRICS membership — backed by China, Brazil, and Russia — represents more than diplomatic symbolism.
It marks the consolidation of a new financial geography where trade, technology, and sovereignty are integrated through multi-aligned partnerships rather than a single hegemonic axis.
This, alongside Trump’s parallel trade diplomacy in Asia, suggests not decoupling but restructuring — the scaffolding of a global economic reset now taking shape across both blocs.
This is not just politics — it’s global finance restructuring before our eyes.
Seeds of Wisdom Team
Newshounds News™ Exclusive
Source:
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Seeds of Wisdom RV and Economics Updates Thursday Afternoon 10-30-25
Good Afternoon Dinar Recaps,
Shadow Credit Shock: How Hidden Bank Links to Private Debt Threaten Global Stability
As banks quietly bankroll private-credit giants, regulators warn that the next liquidity crunch may already be inside the system.
Overview
Regulated banks are increasingly exposed to the booming private-credit (non-bank) sector — through credit lines, term loans, and other facilities. This growth brings potential contagion channels and liquidity mismatches that could stress alliances and financial architecture.
Good Afternoon Dinar Recaps,
Shadow Credit Shock: How Hidden Bank Links to Private Debt Threaten Global Stability
As banks quietly bankroll private-credit giants, regulators warn that the next liquidity crunch may already be inside the system.
Overview
Regulated banks are increasingly exposed to the booming private-credit (non-bank) sector — through credit lines, term loans, and other facilities. This growth brings potential contagion channels and liquidity mismatches that could stress alliances and financial architecture.
Key developments
U.S. banks hold roughly $79 billion in revolving credit lines and around $16 billion in term loans to private-credit vehicles as of Q4 2024; while bank exposure to other NBFIs stands at $2.2 trillion.
The International Monetary Fund (IMF) and other regulators are warning that exposures to private credit — via linkages with buy-out firms and private-equity backed companies — pose financial-stability risks.
Many banks struggle to map overlapping exposures where they co-lend alongside private-credit funds, or where one borrower sits in multiple liability chains — creating hidden leverage.
Recent banking-stock sell-offs in the U.S. occurred after auto-finance bankruptcies (e.g., firms backed by private-credit lenders) renewed investor anxiety about underwriting quality.
What this means for global alliances
Risk mutualisation across systems: As banks in different jurisdictions lend into private-credit structures, shocks in one region (e.g., U.S. sub-segments) can propagate globally — forcing cooperative regulatory responses.
Alignment of regulatory regimes: Countries must coordinate oversight of private-credit linkages and bank exposures — alliances may form around shared standards (rather than purely geographic blocs).
Financial-system hedges and alternatives: With banks exposed, states and major financial hubs may push for settlement systems and credit facilities that reduce reliance on opaque bank-channels — potentially favouring alternative infrastructures.
How this accelerates financial restructuring
The growing opacity of private-credit exposures highlights the need for new transparency, monitoring, and settlement frameworks beyond classical banking channels — reinforcing the case for multiple clearing/settlement systems.
Capital will increasingly flow toward jurisdictions and institutions perceived as less exposed to these cross-links — shifting funding patterns and re-allocating financial centre prominence.
The fragmentation in credit-intermediation channels supports the emergence of dual (or multiple) financial ecosystems: one anchored in traditional bank networks, another in less regulated, fund-based networks with linkages to trade and state-backed finance.
Practical signals to watch
Announcements of large bank exposures to private-credit vehicles or borrowings by major private-credit funds.
Regulatory commentary or investigations focussed on bank–private credit fund linkages in major finance centres (e.g., U.S., Europe, Asia).
Movements in bank equity spreads, non-bank lending growth, and signs of leveraged credit facilities tightening.
Bottom line:
The intersection of banks and private-credit markets is no longer a niche issue — it has become a structural fault line in the financial system. Financial alliances and infrastructure will increasingly be defined by who sits outside traditional bank-fund channels as much as by who remains inside.
This is not just politics — it’s global finance restructuring before our eyes.
Seeds of Wisdom Team
Boston Fed – Could the growth of private credit pose a risk to financial system stability?
Guardian – Head of IMF says risks in private credit market keep her awake at night
MarketWatch – Banks’ exposure to private credit may pose contagion risk
Reuters – Global bank stocks slide on credit worries, U.S. lenders eke out gains
~~~~~~~~~
Metals as the New Money Signal: Gold Now Mirrors Liquidity Cracks in the Global System
Gold’s surge beyond $4,000 isn’t just a flight to safety — it’s a flashing warning light for global funding stress and the birth of metal-backed finance.
Overview
Precious and industrial metals are increasingly responding not just to inflation or geopolitics but to liquidity dynamics and financial-system risk. Sharp swings in metals markets reflect cracks in funding and settlement systems.
Key developments
A spike in the U.S. Secured Overnight Financing Rate (SOFR) relative to the Fed’s Interest on Reserve Balances (IORB) signals acute funding stress; this in turn has triggered short-term volatility in gold and silver.
Analysts argue that the recent rally in gold (above $4,000/oz) is driven less by geopolitics and more by global-liquidity expansion and funding-stress hedging.
Commentary warns that liquidity squeezes can hit metals quickly then fade as policy intervenes — yet the underlying structural trend remains.
What this means for global alliances
Hard-asset coordination: Countries and regional blocs with strong metal reserves (or metal-settlement facilities) can play a coordination role in a multipolar financial order.
Settlement hedges: Metals become part of trade-settlement strategies as states diversify from purely fiat or dollar-based systems — alliances may form around shared metal-backed frameworks.
Liquidity-network blocs: States with access to deep funding markets and metal-backed liquidity may attract capital and trade flows away from those without these buffers — realigning economic alliances.
How this accelerates financial restructuring
The re-role of metals from “safe-asset” to settlement collateral and liquidity gauge supports a restructuring of the global financial architecture: hard-assets underpin digital and traditional finance alike.
Liquidity-stress episodes that show up in metals signal the need for parallel funding and settlement systems outside the over-leveraged bank-centre infrastructure.
Investment flows increasingly favour jurisdictions with transparent metal-settlement chains and central-bank participation — shifting the geography of financial power.
Practical signals to watch
Further sharp moves in SOFR, IORB or comparable short-term funding rates.
Announcements of metal-backed settlement corridors, metal-tokenisation initiatives or joint metal-reserve holdings.
Spreads between metal prices and implied hedge/funding-cost measures (e.g., gold-carry, vault-premiums).
Bottom line:
Metals are often portrayed as safe-havens. But today they are also symptoms and participants in the new liquidity architecture — bridging funding systems, national-reserve strategy, and settlement infrastructure.
This is not just politics — it’s global finance restructuring before our eyes.
Seeds of Wisdom Team
Newshounds News™ Exclusive
Sources:
FXEmpire – Gold (XAUUSD) & Silver: How Fed Liquidity Stress Could Trigger Pullback
FXStreet – Keep your eye on the ball: Metals, liquidity, Fed pivot
Discovery Alert – How Global Liquidity Drives Record Gold Prices in 2025
~~~~~~~~~
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Ariel: The Ill Gotten Gains, Bonds and the Treasury
Ariel: The Ill Gotten Gains, Bonds and the Treasury
10-29-2025
The Ill Gotten Gains: Bonds & The Treasury (Know What You Hold) Why This Event Is Not What You Have Been Told
Dr. Kia spoke about this and it gives insight into all the trillions that have been stored in the Philippines that are now under control of the US Treasury.
Because I noticed people who are not doing their research are the ones always reacting to the numbers they misconstrue as yielding low ROIs because they haven’t factored in none of the information that I have shared that gives a bottom line as to how this will go.
Ariel: The Ill Gotten Gains, Bonds and the Treasury
10-29-2025
The Ill Gotten Gains: Bonds & The Treasury (Know What You Hold) Why This Event Is Not What You Have Been Told
Dr. Kia spoke about this and it gives insight into all the trillions that have been stored in the Philippines that are now under control of the US Treasury.
Because I noticed people who are not doing their research are the ones always reacting to the numbers they misconstrue as yielding low ROIs because they haven’t factored in none of the information that I have shared that gives a bottom line as to how this will go.
Listen, this article will attempt to dissects the narrative embedded in The Secret Book of Redemption, that chronicles a New Jersey lawyer’s entanglement in Philippine treasure hunts tied to Ferdinand Marcos’s era, and traces its reverberations into today’s fiscal upheavals.
The book’s core revelation that Marcos’s regime funneled billions through clandestine gold caches and Federal Reserve-linked instruments mirrors the opaque mechanics driving current Zimbabwean and Iraqi currency maneuvers.
These nations stand at the precipice of revaluations not as isolated events, but as cogs in a broader recalibration toward asset-backed systems, where gold emerges as the unyielding arbiter of value.
So I will be drawing from financial insights, random accounts, and reports of state archives, as hopefully this analysis exposes the threads connecting Marcos’s plunder to the trillions poised for integration into global liquidity.
The implications are seismic for us: a return to gold-referenced stability could upend fiat dominance, rewarding those who hold and grasp the bonds and certificates underpinning it all, while ensnaring the unprepared in devaluation’s undertow.
The Secret Book of Redemption exposes the hidden mechanics of global debt redemption, drawing from the JP Morgan Blue Book of 1934, which outlines how elite banking families manipulate sovereign bonds to control currencies.
In today’s context, this ties directly to Zimbabwe’s ongoing currency turmoil, where the ZiG has lost over 40 percent of its value against the US dollar since April 2024, forcing holders of old Zimbabwean bonds and notes to confront worthless paper amid hyperinflation echoes.
Ron Giles, in his 2019 analysis on asset-backed resets, warned that such bonds lack real reserves, mirroring the scams that plagued Zimbabwe’s 2000s issuance, and now, as inflation dips to 32.7 percent in October 2025, the government clings to a multi-currency system until 2030.
Iraq faces parallel pressures, with its dinar hovering at 1,310 to the dollar and forecasts predicting only slight depreciation to 1,318 by year’s end, yet whispers of trillions in oil-backed liquidity promise a revaluation if gold reserves solidify.
Read Full Article: https://www.patreon.com/posts/ill-gotten-gains-142361585
Seeds of Wisdom RV and Economics Updates Thursday Morning 10-30-25
Good Morning Dinar Recaps,
Trump’s Trade Deals in Asia — Strategic Trade Meets Financial Settlement
Why the latest U.S. trade pacts in Asia matter for the global financial reset
Overview
Donald Trump’s recent trade agreements with Southeast Asian nations (notably Malaysia, Cambodia, Vietnam and frameworks with Thailand) illustrate how economic diplomacy is being used to recast alliance structures in Asia — and by extension, to reposition access to global trade and financial networks.
Good Morning Dinar Recaps,
Trump’s Trade Deals in Asia — Strategic Trade Meets Financial Settlement
Why the latest U.S. trade pacts in Asia matter for the global financial reset
Overview
Donald Trump’s recent trade agreements with Southeast Asian nations (notably Malaysia, Cambodia, Vietnam and frameworks with Thailand) illustrate how economic diplomacy is being used to recast alliance structures in Asia — and by extension, to reposition access to global trade and financial networks.
Key developments
On October 26 2025, the U.S. finalised trade deals with Malaysia and Cambodia, covering about 68 % of U.S.–ASEAN two-way trade.
The pacts include provisions for export-controls, investment-screening, and tariff concessions tied to broader strategic goals (implicitly directed at China).
The U.S. also struck a one-year trade truce with Xi Jinping’s China on the sidelines of the APEC summit (October 30 2025), easing trade-war risk and injecting new momentum into regional realignments.
What this means for global alliances
Trade deals as alliance currency: The U.S. uses access and concessions in trade to cement partnerships and counter competing blocs (e.g., China-ASEAN, BRICS).
Financial settlement risk and loyalty: Countries aligned with U.S. trade architecture may gain preferential access to dollar-flows, debt markets and settlement rails — reinforcing the trade-finance-alliance triangle.
Regional realignment: Southeast Asia may pivot from being primarily China-linked to diversifying toward U.S. and Western networks — changing trade-ecosystem risks and rewards.
How this accelerates financial restructuring
Stronger U.S. trade ties with strategic partners allow the U.S. to remain central in settlement systems, yet the incentive for others to build parallel systems rises if they feel excluded.
As trade deals are increasingly tied to economic security and tech supply-chains, settlement systems upgrade to reflect those linkages — making trade and finance inseparable in the new architecture.
We are seeing a dual-track system: one anchored in the U.S./West trade-finance model and one emerging from Asia-Pacific/BRICS with its own rails. These trade deals sharpen the contours of that bifurcation.
Practical signals to watch
Which nations receive settlement-rail access, swap line support or credit enhancements following trade deals.
Whether new trade agreements explicitly mention payment-system or financial-infrastructure cooperation.
If nations outside the U.S.–Japan–Australia bloc accelerate links with BRICS or non-U.S.-settlement networks as a hedge.
Bottom line:
Trade is not just about goods and tariffs anymore — it’s about who controls the flow of payments, access to finance and settlement networks. These Asia-Pacific deals reshape the map of alliances, and finance will follow the trade.
This is not just politics — it’s global finance restructuring before our eyes.
Seeds of Wisdom Team
Newshounds News™ Exclusive
Sources:
Politico – Trump finalises trade deals with Malaysia, Cambodia, frameworks for Thailand & Vietnam
Reuters – US signs trade deals with Cambodia, Malaysia under Trump
White House Fact Sheet – President Trump Drives Forward Trade Deals with Southeast Asian Countries
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Jerome Powell’s Rate Cut — Monetary Shift, Global Fallout
Why the Fed’s decision matters not just for the U.S., but for the emerging global financial order
Overview
The Federal Reserve, under Chair Powell, cut its benchmark interest rate by 25 bps, bringing the federal funds rate to 3.75 %-4.00 % on October 29 2025. However, Powell signalled that further cuts are not guaranteed, injecting uncertainty into the global liquidity outlook.
Key developments
The second rate cut in 2025 comes amid concerns of labour-market softness and economic slowing.
Powell emphasised that “a further reduction of the policy rate in December is not a foregone conclusion.”
The Fed’s statement reaffirmed its dual mandate of maximum employment and inflation-at-2 %.
What this means for global alliances
Reserve-currency signalling: A U.S. rate cut weakens the dollar’s yield advantage, prompting reserve-holders and trade partners to reconsider currency-diversification and settlement-systems.
Liquidity shifting: Lower U.S. policy rates can drive capital flows toward emerging markets — those that can offer stable settlement rails become more attractive partners.
Monetary policy as geo-economic tool: The Fed’s stance influences global yields, funding costs and the competitive positioning of monetary blocs (U.S./G7 vs. BRICS).
How this accelerates financial restructuring
Lower U.S. rates reduce the structural advantage of dollar-funded trade and settlement systems — creating space for alternative currency systems and rails to gain traction.
Uncertainty about future U.S. policy increases incentives for countries to seek non-dollar settlement channels and to build reserves in other currencies or hard assets.
The link between trade/settlement infrastructure and national currency policy becomes tighter — monetary policy decisions matter for alliance structuring and settlement networks.
Practical signals to watch
Movement in carry trades and dollar funding-cost spreads.
Reserve-currency diversification announcements from major economies (e.g., central banks increasing non-USD holdings).
New settlement deals in local currencies following or triggered by the Fed’s rate change.
Bottom line:
A seemingly domestic monetary policy decision — a rate cut by the Fed — is in fact a signal in the global architecture. It influences alliances, settlement rails and the balance of financial power.
This is not just politics — it’s global finance restructuring before our eyes.
Seeds of Wisdom Team
Newshounds News™ Exclusive
Sources:
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“Tidbits From TNT” Thursday Morning 10-30-2025
TNT:
Tishwash: A mysterious visit and closed-door meetings: Trump's envoy arrives in Baghdad "secretly" and meets with prominent political leaders.
On Wednesday (October 29, 2025), journalist Hossam Al-Hajj, known for his close ties to political parties, leaked that Mark Savaya, the special envoy of US President Donald Trump, arrived in Baghdad two days prior and held a series of secret meetings with several heads of political blocs.
According to information relayed by Al-Hajj, the meetings took place away from the spotlight and had a sensitive political character, addressing the upcoming American strategy in Iraq, issues related to the American presence, elections, and regional alliances.
TNT:
Tishwash: A mysterious visit and closed-door meetings: Trump's envoy arrives in Baghdad "secretly" and meets with prominent political leaders.
On Wednesday (October 29, 2025), journalist Hossam Al-Hajj, known for his close ties to political parties, leaked that Mark Savaya, the special envoy of US President Donald Trump, arrived in Baghdad two days prior and held a series of secret meetings with several heads of political blocs.
According to information relayed by Al-Hajj, the meetings took place away from the spotlight and had a sensitive political character, addressing the upcoming American strategy in Iraq, issues related to the American presence, elections, and regional alliances.
There has been no official confirmation yet from the US Embassy or the Iraqi government regarding the visit or details of the meetings held by the US envoy. link
Tishwash: The constitutional clock is ticking... A deputy announces the end date of the parliament's term and reveals the "last minute" sessions.
Member of Parliament’s Legal Committee, Murtada al-Saadi, revealed on Wednesday (October 29, 2025) the constitutional date for the end of the current session of the House of Representatives, speaking about the possibility of holding limited sessions after the upcoming elections to complete postponed legislation.
Al-Saadi told Baghdad Today, “The current House of Representatives held its first session after taking the constitutional oath on January 9, 2022, and according to constitutional and legal procedures, it can continue to hold sessions and vote on laws until January 9, 2026, that is, after four full years of the current term.”
He explained that “this legal cover gives Parliament the authority to hold sessions, discuss draft laws, conduct readings, and ultimately vote on them,” but he ruled out “holding any new session before November 11, due to the political blocs being preoccupied with election campaigns and field activities.”
He added that “Parliament will hold only one or two sessions after the elections to decide on a group of laws that have reached advanced stages of discussion, especially those that enjoy broad political consensus,” indicating that “a number of these laws have completed the first and second reading stages and are ready to be put to a vote in the coming period.”
This clarification comes as the electoral process enters its final stages, with parliamentary work having been suspended for weeks due to political blocs being preoccupied with alliances and election campaigning. Observers predict that the current session may conclude after the approval of a limited set of laws before the start of the new session in early 2026. link
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Tishwash: International Smart Card (QiCard) Showcases Iraq’s Fintech Leadership at Money 20/20 USA “From Iraq to the World”
DUBAI, United Arab Emirates--(BUSINESS WIRE)--International Smart Card (QiCard), Iraq’s leading provider electronic payment solutions, set to represent Iraq’s rapidly advancing fintech sector at Money 20/20 USA 2025, the world’s most influential event for payments, banking financial innovation, taking place October 26–29, 2025 in Las Vegas.
Official sponsor, International Smart Card (QiCard) marks a defining moment for Iraq’s digital economy demonstrating how a nation once limited by cash is now exporting innovation, financial inclusion, trusted technology globally.
“QiCard was born from a belief that Iraq can be a source of innovation, not just a beneficiary of it,” said Ali Moneim, CEO of International Smart Card (QiCard). “Our participation at Money 20/20 isn’t simply about presence; it’s about proudly sharing an Iraqi success story that has transformed millions of lives through secure and accessible financial technology.”
At the event, QiCard will showcase its biometric smart card systems, secure e-payment infrastructure, and pioneering financial inclusion initiatives that have empowered over 19 million citizens and 50,000 merchants across Iraq. The company’s mission extends beyond technology — it seeks to build a connected Iraq where digital trust and economic participation are within everyone’s reach.
“Our growth has always been driven by empathy and accessibility,” said Ahmed Kadhim, CIO at International Smart Card (QiCard). “Every innovation begins with the needs of our people — from retirees to students and that human-first approach is what we’re proud to present to the global fintech community.”
Money 20/20 USA brings together more than 10,000 industry leaders from financial institutions, regulators, and investors to shape the future of finance. QiCard’s participation underscores Iraq’s emergence as a new fintech hub in the Middle East — proving that local expertise and global standards can coexist to drive sustainable innovation.
“Innovation is not a department at QiCard — it’s our identity,” said Hasan Abdulhadi, Chief Innovation Officer at International Smart Card (QiCard). “From developing biometric authentication to building interoperable payment ecosystems, our goal is to take Iraqi ingenuity beyond borders — to show that solutions born in Baghdad can compete globally.”
Through its participation, QiCard reinforces its commitment to expanding cross-border partnerships, attracting investment to Iraq’s fintech sector, and championing the message that progress, innovation, and financial empowerment can emerge from anywhere.
QiCard is bridging local innovation with global impact. link
Mot: To-do list
Mot: Over 40 vibes