The Real Reason the Fed Just Ended QT

The Real Reason the Fed Just Ended QT

Heresy Financial:  12-11-2025

The Federal Reserve has officially ended its period of quantitative tightening (QT) as of December 1, 2025, marking a significant shift in monetary policy. QT, which involved shrinking the Fed’s balance sheet by allowing assets to mature without reinvestment, has given way to a more nuanced approach.

But what does this mean for the economy, and what’s driving the Fed’s decision?

The end of QT doesn’t signal an impending financial or liquidity crisis, as some market observers have suggested. Rather, it’s a deliberate move to stabilize the Fed’s balance sheet, similar to the period between 2015 and 2017. The Fed’s reverse repo facility hitting zero and occasional taps on the repo facility by banks are simply a reflection of normal operational liquidity management.

The Fed has established standing repo facilities to prevent acute liquidity crises by supplying banks with unlimited overnight liquidity. This means that the banking system is well-equipped to handle liquidity needs, and the risk of a crisis is low.

The Fed’s approach to ending QT is multifaceted. While it’s continuing to wind down its mortgage-backed securities (MBS) holdings, it is rolling over maturing Treasury securities by reinvesting repayments into new Treasury bills. This dual strategy effectively injects liquidity into the government borrowing market, making it easier and cheaper for the government to borrow.

The overall balance sheet will remain stable, but with a shift in liquidity distribution between sectors. The Fed is withdrawing liquidity from the mortgage market while supporting government borrowing. This has significant implications for the economy and financial markets.

The underlying driver of the Fed’s policies is the government’s insatiable appetite for debt financing. The Federal Reserve Reform Act of 1977 mandates the Fed to maintain monetary growth commensurate with the economy’s long-run productive capacity, effectively ensuring continuous expansion of the money supply.

The Fed’s triple mandate – maximum employment, stable prices, and moderate long-term interest rates – serves the government’s fiscal needs by maximizing the tax base, maintaining inflation to reduce real debt burdens, and keeping borrowing costs manageable. This framework explains why QT is ending, MBS holdings are still being wound down, Treasury bill purchases continue, bank deregulation is underway, and interest rate cuts are imminent.

Looking ahead, short-term interest rates are expected to decline significantly in 2026, driven by leadership changes at the Fed and political pressures to ease monetary policy. Jerome Powell’s term ends in 2026, and new leadership is pushing for deregulation of banks to allow them to effectively perform QE by buying unlimited Treasuries, bypassing Fed balance sheet expansion.

Meanwhile, long-term Treasury yields are rising despite falling short-term rates, causing a steepening yield curve. This reflects market expectations of future inflation driven by the government’s need to borrow and spend using newly created money.

The end of QT marks a significant shift in monetary policy, driven by the government’s need for debt financing and the Fed’s mandate to support the economy. While fears of deflation and default may be misplaced, the implications for real purchasing power and quality of life are complex.

As the Fed continues to navigate the complexities of monetary policy, one thing is clear: the money supply will continue to expand, supporting rising asset prices and reducing defaults. But what does this mean for the average investor and consumer?

Stay tuned for further insights and analysis.

https://youtu.be/58vA8WGCYEE

Some “Iraq News” Posted by Clare at KTFA 12-11-2025

KTFA:

Clare: American company Starlink expresses its readiness to operate satellite internet service in Iraq.

12/11/2025- Baghdad

SpaceX (Starlink), the American company specializing in networking, information and communications technology, announced on Thursday its readiness to launch satellite internet service in Iraq within a short period.

This came during a meeting between outgoing Prime Minister Mohammed Shia al-Sudani and a delegation from the company, in the presence of the US Chargé d'Affaires to Iraq, Joshua Harris.

According to a statement issued by the Sudanese office, the meeting discussed the final stages of granting satellite internet licenses, including to SpaceX, and enhancing cooperation in the field of communications and the services provided by the company and its coverage areas.

The statement quoted Al-Sudani as saying that Iraq has made an important leap in attracting various international companies and securing all their requirements and needs, including satellite internet systems, to sustain their work and activities.

He emphasized the government’s interest and keenness to keep pace with the development of the world of communications and information technology, and the digital transformation through cooperation with SpaceX and its entry into the Iraqi market, which today includes many promising investment opportunities.

For its part, the SpaceX Starlink delegation expressed their keenness and interest in working, providing services and cooperation in the information technology sector, stressing that their company is ready to operate and work to provide satellite internet service within a short period, after officially obtaining a license to operate in Iraq.   LINK

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Clare: Cardinal Sako: Iraqis are waiting for the birth of a new Iraq

12/11/2025

Cardinal Louis Raphael Sako stated that Iraq is a country of immense importance, not only because of its geographical location, its historical identity, its civilizations, and its wealth, but also because of the vitality of its people, their ethnic and religious diversity, and the radical thinking and creativity of its sons and daughters.

He added: After the fall of the previous regime in 2003, Iraqis aspired to a new, safe, stable, democratic, and sovereign Iraq, with a civil system that ensures equality for all citizens and places their interests above all other considerations.

 However, what transpired was a system of sectarian power-sharing and tribal sheikhdoms, which paved the way for the bitter experience of ISIS, legalized corruption, spread bribery, and established militias that, over time, became more powerful than the state, driving Iraqis, especially the elite, to emigrate!

In a message, Sako stated that today, after 22 years of experience and the recent parliamentary elections, as we prepare to welcome the new year of 2026, shouldn't we seriously revisit the essence of the change that occurred in 2003 and its objectives? This should be a courageous step towards correction and reconciliation.

 He emphasized that crises are not resolved by force, but rather by embracing contemporary culture—a more rational and realistic culture that prioritizes service, social, cultural, legal, and economic institutions, similar to those in developed countries—through dialogue, understanding, and the search for common ground.

He pointed to the importance of respecting the rule of law and implementing the concept of citizenship. Therefore, the current constitution should be amended to protect the rights and freedoms of all citizens as true and equal partners in the nation. He stressed the need to confine weapons to the state and make this a priority for the next government, as armed factions do not build a state. He also called for rejecting unilateralism, preoccupation with private interests, and the struggle for power and "representation." Finally, he emphasized the need for a strong and developed economy through concrete steps, serious monitoring of corruption, and the recovery of stolen funds for the state treasury.

He stressed that delaying the formation of the government does not serve the country, therefore it is imperative to expedite the formation of a new government that reflects the aspirations of the Iraqi people—a government that is sovereign and decisive, capable of restoring Iraq's well-being and prestige, a government that strives to implement justice, equality, and integrity, and to address failures and crises and provide services through actions, not promises.   LINK

Clare: Starting in 2026… the Ministry of Finance will suspend appointments, bonuses, and promotions pending the federal budget.

12/11/2024

The Iraqi Ministry of Finance issued an official directive to all ministries, non-ministerial entities, and governorates, stressing the strict adherence to the spending powers specified in the Federal General Budget Law for the year 2021, and preventing the creation of any new financial obligations outside the approved allocations.

The ministry stated in a document that the powers based on the provisions of Article (13/Second) of the Financial Management Law No. 6 of 2019 confirm the necessity of adopting spending in accordance with the financial ceilings contained in the budget without exceeding them, noting that the allocations were confirmed according to national and international reports without any amendment to the operational or investment budget chapters.

The government directive included a number of restrictions, most notably:
• Prohibiting transfers between chapters and sections of the operational or investment budget.
• Banning new contracts outside of approved financial allocations.
• Prohibiting funding for investment projects not included in the 2021 budget.
• Requiring ministries to submit a detailed monthly report on actual spending and remaining allocations.

The ministry stressed that any government entity that enters into contracts or commits to funding outside of the allocated funds will bear full legal responsibility, in accordance with the applicable Financial Management and Public Budget Law.

According to experts, this tightening comes within the framework of the government's attempts to impose fiscal discipline and prevent inflation of expenditures, especially with the continued economic pressures facing the country.   LINK

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Clare: The Securities Authority affirms its commitment to enhancing the investment environment in line with international standards.

12/11/2025  Baghdad (INA) 

The Securities Authority announced on Thursday the importance of strengthening frameworks for joint cooperation with the Union of Arab Securities Authorities, while pointing to the importance of enhancing the investment environment in accordance with the best international standards.

A statement issued by the commission and received by the Iraqi News Agency (INA) stated that "the Iraqi Securities Commission and the Iraq Stock Exchange received the Secretary-General of the Union of Arab Securities Authorities, Jalil Tarif, on an official visit during which he affirmed the Union's keenness to enhance joint cooperation with the two parties in a way that serves the development of the securities sector in Iraq and the Arab region."

He explained that “during the meeting, ways to develop cooperation in the areas of regulation, supervision and capacity building were discussed, in addition to strengthening the legislative and regulatory environment that supports the capital market. Joint training programs were also discussed, through which the Federation seeks to raise the efficiency of employees and enhance their skills in supervision, control and regulation of markets.”

The head of the Iraqi Securities Commission, Faisal Al-Haimas, affirmed that "this visit represents an important opportunity to strengthen the frameworks of joint cooperation with the Union of Arab Securities Authorities," noting "the Commission's keenness to expand the horizons of partnership in a way that contributes to raising the efficiency of regulatory performance and enhancing the investment environment in Iraq in accordance with the best international standards."

For his part, Secretary-General Jalil Tarif explained that "the Union is ready to support the Authority and the market in all areas of cooperation, including training, exchange of experiences, and learning about the best regional and international practices, in order to enhance the efficiency of the market's performance and maintain the protection of investors."

The Iraqi Securities Commission and the Iraq Stock Exchange appreciated the visit of Secretary-General Jalil Tarif, stressing that “this cooperation represents a fundamental pillar in developing the Iraqi capital market and enhancing its role at the regional and Arab levels, in a way that achieves the Commission’s goals of improving governance, transparency and regulatory efficiency.”  LINK

Seeds of Wisdom RV and Economics Updates Thursday Afternoon 12-11-25

Good Afternoon Dinar Recaps,

Tariff Tensions Surge as China Warns Against Protectionism

Beijing pushes back on tariff escalation amid record trade surplus, deepening global trade friction risks

Overview

• China’s exports and trade surplus reached unprecedented levels in 2025.

• The nation’s leadership publicly challenged rising tariff pressures from the U.S. and EU.

• Global supply chains face heightened uncertainty due to intensifying trade disputes.

• Analysts warn that protectionist moves risk fragmentation of global commerce.

Key Developments

China reports record trade surplus
China’s trade surplus surpassed the $1 trillion mark in 2025, raising concerns among global partners about imbalanced trade and economic competitiveness.

Beijing pushes back on tariff rhetoric
China’s Premier urged trading partners to avoid protectionist tariffs, stressing the importance of stable global trade governance for sustainable economic growth.

Market and supply chain implications emerge
Investors and businesses are monitoring the fallout, as tariff tensions could disrupt manufacturing hubs, increase costs, and accelerate supply chain diversification toward alternative regions.

International bodies weigh in
The IMF urged China to rebalance toward domestic consumption, warning that continued export-dependence may intensify global trade tensions.

Why It Matters

Tariff escalation between China, the U.S., and Europe is becoming a structural driver of global economic fragmentation — altering supply chains, investment flows, and diplomatic alignment as the world reorganizes into competing trade blocs.

Implications for the Global Reset

Pillar 1: Fragmentation of Trade Networks
Reinforced tariff barriers speed the shift away from globalization toward regional, politically aligned supply chains.

Pillar 2: Realignment of Economic Power
China’s defense of its trade position highlights the accelerating multipolar restructuring of global economic governance.

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

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources

• Reuters – “China’s Li says tariff consequences increasingly evident as trade surplus grows”

• Associated Press – “IMF urges China to address economic imbalances as trade surplus hits $1 trillion”

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U.S. Explores C5 Bloc Including BRICS Members

Trump administration considers creating an alternative to G7 with BRICS integration

Overview

• The U.S. is reportedly exploring a new alliance called C5 that could include BRICS founding members alongside the U.S. and Japan.

• C5 would stand for “Core 5” and aims to challenge the traditional G7 framework.

• Discussions signal potential closer U.S. engagement with BRICS countries, aligning with strategic economic and tech interests.

• The initiative remains conceptual and evolving, with no formal agreements finalized.

Key Developments

Concept of C5 emerges
The idea was floated by former President Trump to create a five-nation bloc including the U.S., China, Russia, India, and Japan, potentially as a G7 alternative.

Strategic and technological alignment
C5 could facilitate deals like the recent Nvidia AI H200 chip sale to China, which benefits U.S. firms while advancing China’s tech capabilities, reflecting the strategic dimensions of the initiative.

Political signaling
Trump’s statements emphasize that traditional institutions like the G7 or UN Security Council may no longer fit current global dynamics, highlighting the potential need for new multipolar forums.

Ongoing uncertainty
No formal discussions have confirmed the exact members or structure. Russian President Putin has indicated no intention to rejoin the G7, making the C5 concept largely exploratory.

Why It Matters

C5 discussions underscore the evolving geopolitical landscape where emerging powers (BRICS) and the U.S. may collaborate in new frameworks, challenging existing Western-led institutions and potentially reshaping international economic and diplomatic alignments.

Implications for the Global Reset

Pillar 1: Multipolar Alliance Development
Emerging alliances like C5 could redefine economic and strategic partnerships, creating alternative centers of influence outside traditional Western blocs.

Pillar 2: Technology and Trade Leverage
Closer U.S.–BRICS engagement in tech deals and resource access strengthens competitive leverage and influences global industrial dynamics.

This is not just politics — it’s global finance restructuring before our eyes.
Seeds of Wisdom Team
Newshounds News™ Exclusive

Source

• Watcher.Guru – “US Explores Creating an Alternative to G7 by Including BRICS Members”

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U.S.-Backed Peace Deal Opens DRC Mineral Access Amid Ongoing Uncertainty

Trump-era diplomacy seeks strategic mineral access, but fighting and sanctions questions persist

Overview

• The U.S.-brokered peace agreement aimed to stabilize eastern DR Congo and provide preferential access for U.S. companies to strategic minerals like cobalt, copper, and tin.

• These minerals are critical for EVs, batteries, and tech supply chains, making access geopolitically significant.

• Despite the deal, rebels have resumed fighting, creating uncertainty around implementation.

• DRC officials suggest sanctions may be needed to salvage the agreement, underscoring risks to both stability and resource access.

Key Developments

Peace deal brokered by U.S. administration
The agreement intended to end hostilities between the Congolese government and armed rebel groups, particularly M23, while securing resource access for strategic industries.

Strategic minerals access
The deal specifically enables U.S. companies to obtain minerals essential for electric vehicles, battery technology, and high-tech manufacturing, positioning the U.S. for a strategic advantage in global supply chains.

Ongoing conflict threatens implementation
Despite the agreement, recent reports confirm rebels capturing territory and renewed clashes, raising questions about the deal’s durability and enforcement on the ground.

Sanctions discussed as a tool
The Congolese foreign minister has indicated that additional sanctions may be necessary to enforce compliance and restore credibility to the peace process, signaling that the agreement remains precarious. 

Why It Matters

Access to strategic minerals from DR Congo has global implications for technology supply chains, energy transition, and geopolitical leverage. Even partial implementation strengthens U.S. influence, while ongoing conflict introduces risk that could disrupt markets and delay resource availability.

Implications for the Global Reset

Pillar 1: Strategic Resource Realignment
Control over cobalt, copper, and tin enables the U.S. to secure critical supply chains independent of traditional competitors, reinforcing a shift in global industrial power.

Pillar 2: Conflict-Driven Market Volatility
Uncertainty around peace enforcement and rebel activity can impact commodity markets, supply contracts, and investor confidence, accelerating regional and global realignment in energy and tech sectors.

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

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources

• Financial Times – “DR Congo peace deal gives U.S. preferential access to strategic minerals”

• Reuters – “Congo’s top diplomat says sanctions needed to salvage Trump’s peace push”

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This will Bring Down the Entire Financial System

This will Bring Down the Entire Financial System

Daniela Cambone:  12-10-2025

The United States is on the brink of a deep economic crisis, far worse than what is publicly acknowledged. This is according to Mitch Vexler, a commercial real estate developer and president of Mockingbird Properties, in a recent interview with Daniela Cambone of ITM Trading.

Vexler’s warning is based on his identification of 50 critical issues that are currently plaguing the American economy, including a looming $2 trillion commercial real estate maturity wall, massive impaired bank loans, and fraudulent school district bonds.

At the heart of the crisis is the widespread use of property tax systems through manipulated appraisals and school district bonds.

Vexler describes these bonds as a “second mortgage” that strips homeowners’ equity, leaving them vulnerable to financial shocks. The situation is further exacerbated by exploding property taxes, which are pushing homeowners to the edge.

Vexler warns of a credit crisis and potential depression worse than the one experienced in 2007-2008, driven by systemic fraud and institutional failures.

He points to the recent actions of Texas Attorney General Ken Paxton, who launched a probe into nearly 1,000 cities’ finances under transparency laws, as a potential starting point for exposing the fraud. However, Vexler emphasizes that this is not a solution in itself and that structural reform is needed to address the crisis.

One potential solution, according to Vexler, is to repeal property taxes in favor of uniform state sales taxes.

This would help restore fairness and transparency to the tax system, which is currently riddled with corruption. Vexler also critiques the Federal Reserve’s role in perpetuating economic instability and the loss of purchasing power of the U.S. dollar.

The crisis is not limited to the United States, with global economic concerns such as the BRICS countries piloting gold-backed currencies and central banks accumulating gold.

Vexler underscores that real money must be backed by tangible assets, warning against speculative cryptocurrencies. He also links these financial pressures to sociopolitical instability, including potential food shortages, farmer bankruptcies, and civil unrest in North America and Europe.

Despite the grim outlook, Vexler encourages citizens to become active at the local level, demanding transparency and accountability from school districts and officials to prevent further systemic collapse.

He calls for criminal accountability for those involved in fraud and urges a hybrid solution involving federal and state cooperation to address the $5.1 trillion school bond fraud crisis.

Ultimately, Vexler stresses that the economic future depends on whether society chooses to confront these systemic issues or continues down the path toward a greater depression or worse. As he so aptly puts it, the choice is ours.

To learn more about the looming economic crisis and Vexler’s insights, watch the full video interview with ITM Trading. The conversation provides a detailed analysis of the current economic situation and offers a warning about the potential consequences of inaction.

https://youtu.be/uY5EpJl5fUo

Seeds of Wisdom RV and Economics Updates Thursday Morning 12-11-25

Good Morning Dinar Recaps,

Crypto among sectors ‘debanked’ by 9 major banks: US regulator

OCC finds major banks restricted services to crypto and other politically contentious industries between 2020–2023; probe may be referred to DOJ.

Overview

• OCC preliminary finding: Nine largest U.S. banks placed restrictions or escalated review requirements on customers in certain lawful industries — including cryptocurrency — between 2020 and 2023.

• Scope of industries affected: Restrictions also targeted oil & gas exploration, coal mining, firearms, private prisons, tobacco/e-cigarette manufacturers, and adult entertainment.

• Possible enforcement referral: The OCC said its investigation is ongoing and could be referred to the U.S. Justice Department.

Key Developments

• Banks examined: The OCC reviewed JPMorgan Chase, Bank of America, Citibank, Wells Fargo, U.S. Bank, Capital One, PNC Bank, TD Bank and BMO.

• Crypto-specific actions: Banks restricted services to issuers, exchanges, or administrators — often citing financial crime concerns as the rationale.

• Regulator response and rhetoric: Comptroller Jonathan Gould criticized debanking as an improper use of bank charter and market power, while commentators (Cato Institute, industry leaders) argue the report omits regulatory guidance that influenced banks’ behavior.

• Political context: The review follows an executive order directing a probe into whether banks cut customers off for political or religious reasons.

Why It Matters
Banking access is a foundational plumbing of the global economy. If large banks systematically constrain lawful businesses for reputational or political reasons, that rewires capital flows, concentrates power in alternative providers, and accelerates structural shifts in how value is cleared and settled — a dynamic that can feed broader geopolitical and financial realignments.

Implications for the Global Reset

• Pillar — Financial Decentralization: Continued restrictions by major banks push affected industries (notably crypto) toward alternative financial rails and smaller institutions, reducing reliance on incumbent Western banking infrastructure.

• Pillar — Regulatory-Driven Fragmentation: When supervisory guidance and bank risk-management intersect with politics, market access fragments along regulatory lines — increasing the appeal of non-traditional or jurisdictionally diversified financial networks.

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

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources

• Cointelegraph – “Crypto among sectors ‘debanked’ by 9 major banks: US regulator”

• Reuters – “US bank regulator says large banks engaged in ‘debanking’ of disfavored industries”  

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Jakarta Claims World’s Largest Urban Title As Indonesia Joins BRICS

UN confirms Jakarta as the world’s largest urban area in 2025 just as Indonesia enters BRICS, reshaping regional and global economic dynamics.

Overview

• Jakarta surpasses Tokyo: UN reclassification places Jakarta at 42 million, making it the world’s largest urban area and elevating Southeast Asia’s demographic weight.

• BRICS timing boosts influence: Indonesia’s full BRICS membership aligns with its rising urban and economic profile, amplifying its strategic leverage.

• Digital economy surge: Jakarta’s rapid expansion reflects ASEAN’s tech-driven growth, with the city becoming a major hub for fintech, e-commerce, and startup innovation.

Key Developments

• New global ranking: Jakarta now leads Dhaka (36.6M) and Tokyo (33.4M), confirming long-observed local assessments of the city’s scale.

• Tech ecosystem dominance: With 2,400+ startups and 80% digital payment penetration, Jakarta acts as a frontline laboratory for digital transformation.

• Policy alignment underway: iDEA and the Indonesia Fintech Association plan strategic meetings during National Fintech Month 2025 to align frameworks with Jakarta’s expanding economic role.

• Urban pressures continue: Congestion, flooding, and future infrastructure demands—expected to grow with 10 million more residents by 2050—remain major challenges.

Why It Matters
Jakarta’s rise to the world’s largest urban area signals a new gravitational shift in global economic momentum—away from traditional hubs and toward emerging, tech-centered megacities. Paired with Indonesia’s entrance into BRICS, this demographic milestone strengthens the bloc’s influence and positions Southeast Asia as a central player in the evolving global order.

Implications for the Global Reset

• Pillar — Demographic Power Shift: Indonesia’s massive urban concentration expands BRICS’ population footprint, tilting economic and geopolitical weight toward emerging markets.

• Pillar — Digital Infrastructure Realignment: Jakarta’s fintech and startup ecosystem deepens the bloc’s digital transformation agenda, advancing non-Western innovation hubs.

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

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources

• Watcher.Guru – “Jakarta Claims World’s Largest Urban Title As Indonesia Joins BRICS”

• The Jakarta Post – “Greater Jakarta becomes world’s most populous megacity”

~~~~~~~~~~

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Follow the Gold/Silver Rate COMEX

Follow Fast Facts

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Thank you Dinar Recaps

Iraq Economic News and Points To Ponder Thursday Morning 12-11-25

An Economist Says The Delay In The 2026 Budget Is Restricting Spending And Limiting Funding For Investment Projects.

Time: 10/12/2025 Readings: 75 times   {Economy: Al-Furat News} Economic expert, Salah Nouri, warned that the delay in approving the 2026 budget will restrict spending and limit funding for investment projects..

Nouri told Al-Furat News Agency that: “Law No. 6 of 2019 concerning financial management, in Chapter Three, Article 11, stipulates that the Council of Ministers must submit the draft federal general budget law to the House of Representatives before the middle of October of each year, which the Council of Ministers has exceeded for the current year with regard to the 2026 budget.”

He pointed out that “Article 13 of the law stipulates first that in the event that the approval of the general budget is delayed until December 31 of the year preceding the year in which the budget was prepared,” adding, “the Minister of Finance shall issue a circular authorizing the disbursement of 2/12 of the total actual expenditures for current expenses of the previous year after excluding non-recurring expenses, and this disbursement shall continue on a monthly basis until the budget is approved.”

Nouri added, “The second paragraph of the same article stipulates that spending from the total annual allocation for ongoing investment projects, whose allocations were included during the previous and subsequent years, shall be in accordance with the actual completion rates or actual preparation of each project. This means that the delay in the budget limits the government’s ability to fully finance the projects and restricts the movement of investment spending until the budget and its financial instructions are issued.”  LINK

Dollar Prices Recorded A Slight Increase In Baghdad

Economy | 10/12/2025   Mawazin News - Baghdad:
The price of the US dollar rose slightly this morning, Tuesday, in the Al-Kifah and Al-Harithiya exchanges in Baghdad, reaching 143,000 Iraqi dinars per 100 US dollars, compared to 142,950 dinars yesterday, Tuesday.

In local currency exchange shops in Baghdad's markets, the selling price was 143,500 dinars per 100 US dollars, while the buying price was 142,500 dinars per 100 US dollars.    https://www.mawazin.net/Details.aspx?jimare=271401

Gold Prices Rose Slightly In Global Markets

Wednesday, December 10, 2025 08:51 | Economy Number of views: 318   Baghdad / NINA / Gold prices rose slightly on Wednesday as investors prepared to analyze Federal Reserve Chairman Jerome Powell's guidance on the day the central bank is expected to cut interest rates, while silver continued its record-breaking run above $60 an ounce.

Spot gold rose 0.2% to $4,215.61 an ounce by 03:09 GMT, while U.S. gold futures for February delivery also rose 0.2% to $4,244.70 an ounce.

Spot silver climbed 0.6% to $61.06 an ounce, after hitting an all-time high of $61.46 earlier in the session.

This surge extended Tuesday's performance, which saw it surpass the $60 mark, driven by declining inventories and strong industrial demand.

Brian Lan, managing director of GoldSilver Central, said: “What we’re seeing in the spot gold market isn’t a big change; it’s still range-bound, and people are just looking at the Fed’s interest rate decision tonight and whether there will be any further news (regarding the path of monetary policy).”

The two-day meeting of the Federal Open Market Committee (FOMC) concludes with an interest rate decision at 7:00 PM GMT on Wednesday, followed by a press conference with Powell at 7:30 PM GMT. Investors are currently pricing in an 88.6% probability of a 25-basis-point rate cut.

Kevin Hassett, the White House economic adviser and a leading candidate to head the Federal Reserve, said on Tuesday that there is “ample scope” for further rate cuts, but noted that rising inflation could alter those expectations.

Silver prices have been supported by declining global inventories, rising demand, expectations of Fed rate easing, and its recent inclusion on the list of vital U.S. metals.    Platinum fell 1.2% to $1,669.70, while palladium declined 0.2% to $1,503.26. [End   https://ninanews.com/Website/News/Details?key=1266060

Basra Crude Oil Prices Fell By More Than 2% Despite Global Oil Market Stability.

Economy | 10/12/2025    Mawazin News - Baghdad:  Basra crude oil prices, both heavy and medium, declined despite the stability of global oil prices.   Basra Heavy crude fell by $1.62, or 2.69%, to $58.60, while Basra Medium crude dropped by $1.52, or 2.45%, to $60.45.  Oil prices stabilized after falling by about 1% in the previous session, as concerns about oversupply limited gains and investors awaited progress in peace talks between Russia and Ukraine.
https://www.mawazin.net/Details.aspx?jimare=271395

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

“Tidbits From TNT” Thursday Morning 12-11-2025

TNT:

Tishwash: The Iraqi Embassy in Washington welcomes the US House of Representatives' vote to repeal the authorizations for the use of force against Iraq.

The Iraqi Embassy in Washington welcomed the US House of Representatives' vote to repeal the two authorizations for the use of military force against Iraq.

A statement from the Iraqi Embassy read: "The Embassy of the Republic of Iraq in Washington welcomes the US House of Representatives' vote to repeal the 1991 and 2002 authorizations for the use of military force against Iraq and to repeal the War Powers Resolution, a step that strengthens the partnership between Iraq and the United States and supports the bilateral relationship based on dialogue and cooperation."  link

Tishwash:  The Governor of the Central Bank participates in the Conference on the Future of Financial Markets in Iraq

In the presence of His Excellency the Governor of the Central Bank of Iraq, Mr. Ali Mohsen Al-Alaq, the Financial and Accounting Training Center at the Ministry of Finance in Baghdad held its fifth annual international scientific conference, entitled: "The Future of Financial Markets in Iraq in an Era of Contemporary Transformations."

The conference brought together a select group of experts, academics, and government entities concerned with developing the financial and economic infrastructure. In his opening address, His Excellency the Governor emphasized that the world is currently witnessing an unprecedented phase of profound transformations in its financial and economic structures, where technology, finance, and economic policies intersect to create a rapidly changing and highly complex reality that precludes reliance on traditional models.

He stated, "It is no longer possible to postpone serious consideration of the future of our financial markets, nor to be content with traditional tools. Rather, it has become essential to have institutions capable of responding, transforming, and innovating."

He added that the last two decades have witnessed a comprehensive digital revolution that has altered the nature of economic activities, creating vast opportunities for digitizing transactions, enhancing transparency, developing banking services, and attracting technology investments.

He pointed out that there are various examples confirming that there is no static economic model… rapid transformations have become the rule, not the exception, and that the strength of the global economy today is not measured solely by the size of its natural resources, but also by the ability of its financial markets to adapt, absorb shocks, mobilize savings, and transform them into productive investments.

Heemphasized that developing financial markets in Iraq is a strategic necessity, not merely a reform option, if we want our economy to keep pace with the accelerating global cycle.

The Governor of the Central Bank reviewed the most prominent efforts Iraq has witnessed in recent years to develop its financial infrastructure, foremost among them the efforts to enhance monetary stability, which have been reflected in low inflation levels, as well as the vital role of the bank in stimulating local debt markets and financing the national economy, including bond issuances that have constituted an important source of financing for the general budget during critical phases of the economic cycle.

He explained that these issuances, in cooperation with the Ministry of Finance, the Securities Commission, and the Iraq Stock Exchange, have constituted a fundamental lever for financing the budget over the past two years, contributing an annual average of 5 trillion dinars and covering more than 50% of financing needs.

His Excellency concluded his speech by emphasizing the importance of adopting modern strategies to develop Iraqi financial markets, enhance transparency, expand financing tools, and keep pace with global digital transformations, and that the Central Bank of Iraq supports these steps, which support sustainable economic growth and drive investment in the country.

 Central Bank of Iraq, 
Media Office, 
December 10, 2025  link

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

Tishwash: A government advisor reveals a legal path that allows securing salaries and obligations without the need for parliament.

The financial advisor to the Prime Minister, Mazhar Muhammad Saleh, confirmed on Wednesday the possibility of the government resorting to using "short-term advances" to secure salaries and maximum financial obligations, considering this the only legal path available to guarantee public services in light of the current legislative vacuum.

Saleh told Al-Furat News Agency that “the government, in the absence of parliament and with liquidity depleted, does not have the constitutional authority to engage in sovereign borrowing, but it has the legal and legitimate right to use short-term advances from the treasury, financed exclusively by government banks, as part of liquidity management without it being considered sovereign borrowing in the legal sense.”

He added that “this mechanism ensures the securing of priorities, foremost among them salaries, pensions and social welfare, based on the amended Financial Management Law No. 6 of 2019,” noting that “Article (3) of the law authorizes the Ministry of Finance to manage liquidity and reallocate it, while the prohibition on borrowing contained in Article (24) applies to borrowing from outside the government sector exclusively.”

Saleh explained that "this measure represents a legal loophole that allows for a practical mechanism that does not require new legislation, and it is the only available path to ensure the continued funding of basic services until the legislative authority is reconstituted and the regulatory financial laws are issued."  link

Tishwash:  Borrowing freeze deepens Iraq’s fiscal crisis ahead of 2026

The Iraqi government has no legal authority to borrow currency until a new parliament is seated, the prime minister’s financial adviser warned on Tuesday, as Iraq enters 2026 with no budget and a deepening fiscal crunch.

According to Eco Iraq Observatory, the country’s deficit had already reached 17.7 trillion dinars (around $13.5 billion) by end-September 2025, forcing the government to operate under the restrictive 1/12 spending rule and freezing projects nationwide.

Mudher Mohammed Saleh told Shafaq News that while sovereign borrowing — whether domestic or foreign — is barred without parliamentary approval, the law still permits the use of short-term treasury advances funded exclusively by state-owned banks. These advances, he said, are strictly liquidity-management tools and do not constitute sovereign debt under Federal Financial Management Law No. 6 of 2019.

Article 3 of the law, Saleh explained, authorizes the Ministry of Finance to manage public liquidity and reallocate funds among state institutions “according to financial interest,” whereas Article 24 prohibits all internal or external borrowing unless a specific law is passed by parliament. The restriction, he noted, applies to borrowing from outside the government sector and “does not include financing arrangements within the public sector.”

He added that the law places no limits on short-term financial advances or temporary funding arrangements between government entities, so long as they remain within the scope of liquidity management rather than sovereign borrowing. This framework is currently the “only legal mechanism available” to keep essential state expenditures funded until legislative authority is restored and able to pass the required financial laws.

The Federal Supreme Court ruled last month to dissolve parliament and convert the cabinet into a caretaker government. The court said election day — November 11 — marked the end of parliament’s mandate and its authority to legislate or oversee the executive. Under the ruling, the cabinet’s powers are reduced to managing daily, non-deferrable affairs.

Caretaker governments in Iraq are legally confined to routine operations. They cannot pass new laws, approve multi-year contracts, negotiate long-term investment agreements, or implement structural reforms. In practice, they operate at roughly 20–30 percent of normal administrative capacity.

More than 120 draft laws are currently frozen, along with more than 6,000 pending administrative decisions. Thousands of contracts worth an estimated $8–10 billion — including infrastructure and service projects — also remain suspended, according to a previous Shafaq News report on the post-election vacuum.

The new parliament’s first session is expected after January 9, 2026. Government formation may take an additional three to four months even under favorable conditions, further tightening pressure on state finances and planning bodies. Unlike previous political cycles, both the legislature and the cabinet have halted full operations until the new parliament convenes. link

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

Mot: aaaahhhhhhh -- Quiet Time!!!!

Seeds of Wisdom RV and Economics Updates Wednesday Evening 12-10-25

Good Evening Dinar Recaps,

Trump-Era Sanctions on Russian Oil Could Reshape Global Energy Map

U.S. policy targets Lukoil and Rosneft, potentially redirecting oil flows and altering trade dynamics.

Overview

• U.S. sanctions target major Russian energy companies, including Lukoil and Rosneft, restricting international trade access.

• Global oil flows may shift, with European and Asian buyers seeking alternative suppliers.

• Energy prices respond to uncertainty, influencing both crude benchmarks and refined product markets.

• Geopolitical implications extend to trade and investment, as countries adjust to sanction-driven market changes.

Key Developments

• Reuters reports that sanctions could reduce Russian oil exports to the West, with buyers potentially turning to Middle Eastern or U.S. sources.

• Market reactions show modest price increases, reflecting both supply uncertainty and logistical adjustments.

• Global energy trade networks may realign, as sanctioned companies find alternate routes and buyers.

• Analysts warn of long-term shifts, potentially strengthening non-Western energy hubs and reducing U.S./European leverage over global oil flows.

Why It Matters

Sanctions on Russian oil demonstrate how policy actions can quickly reshape global energy trade. Shifts in supply chains, trade partners, and investment decisions accelerate the reconfiguration of energy-dependent economies and highlight the strategic leverage of resource-rich nations.

Implications for the Global Reset

Pillar 1: Energy Geopolitics
Sanctions and export restrictions shift the balance of energy supply, empowering alternative producers and trading blocs.

Pillar 2: Trade Realignment
New oil flows and supply chains may accelerate multipolar trade relationships, reducing reliance on traditional Western markets.

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

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources

• Reuters – “Trump sanctions on Lukoil, Rosneft could reshuffle global oil map”

• WSJ -- "A Billion-Barrel Oil Glut Is Forming at Sea"

~~~~~~~~~~

IMF Urges China to Curb Exports and Boost Consumption

Policy guidance may reshape trade balances and global demand patterns.

Overview

• IMF advises China to adjust economic policy, rebalancing from export-led growth to domestic consumption.

• Structural reforms could alter global trade flows, impacting commodity and manufacturing markets.

• Investors monitor potential shifts in China’s economic footprint, given its central role in global supply chains.

• Global markets anticipate realignment, as China’s policy adjustments affect exports, imports, and capital flows.

Key Developments

• IMF public guidance stresses “brave choice” for structural reform, focusing on reducing external dependency.

• Policy recommendations include curbing export intensity and stimulating domestic demand, which could reshape trade balances with key partners.

• Market analysts note potential implications for commodities, technology, and consumer goods sectors.

• Global trade partners may adjust sourcing strategies, preparing for changes in China’s export behavior and domestic consumption patterns.

Why It Matters

China’s policy adjustments could significantly impact global trade and finance. By reducing reliance on exports and boosting domestic consumption, China may alter global supply chains, demand patterns, and the balance of economic influence among major trading blocs.

Implications for the Global Reset

Pillar 1: Trade Rebalancing
China’s shift from export-led growth to domestic-driven demand could accelerate multipolar trade patterns and reduce dependency on traditional Western markets.

Pillar 2: Investment Reorientation
Capital flows and production strategies globally may adjust to China’s new trade and consumption priorities, reshaping investment and supply chains.

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

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources

• Reuters – “IMF urges China to take the ‘brave choice’: curb exports, boost consumption”

• AA -- "IMF says China cannot rely on exports to grow due to large economic size, rising trade tensions"   

~~~~~~~~~~

Seeds of Wisdom Team RV Currency Facts Youtube and Rumble

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Iraq Economic News and Points To Ponder Wednesday Evening 12-10-25

Recovering 6 Billion Dinars From Companies Manipulating The Exchange Rate

December 10, 2025   Provinces – Al-Zaman Correspondents
The Supreme Judicial Council recovered 6 billion dinars from three companies that violated the law by profiting from the difference in the dollar exchange rate. A statement received by Al-Zaman newspaper yesterday said that the Second Karkh Investigation Court recovered 6 billion dinars in a financial fraud case.

The statement added that the money was recovered from three companies that violated the law by fraudulently obtaining the difference in the dollar exchange rate through money transfers outside the country.

It emphasized that these efforts were carried out under the supervision of the court's judge, and that efforts are ongoing to take legal action against the remaining companies that employ illegal methods to obtain large profits at the expense of public funds.

In Anbar, the provincial criminal court sentenced a defendant to life imprisonment after he was found in possession of 4,000 narcotic pills. The statement explained that the convicted man was found with 4,000 Captagon pills with the intent to traffic and sell them to users.

It added that the sentence was issued against him based on Article 28, Paragraph 1 of the Narcotics and Psychotropic Substances Law.

In a related development, security forces arrested a driver attempting to smuggle 200,000 narcotic pills into a neighboring country, and three women were arrested on charges of theft and involvement in a dangerous network that extorted and threatened citizens.

A statement received by Al-Zaman newspaper yesterday indicated that the Anbar Narcotics Affairs Directorate apprehended a truck driver in the act of attempting to cross a border crossing.

The statement added that the arresting force seized a large quantity of Captagon pills, estimated at 200,000, which were hidden inside the suspect's truck in a criminal manner intended to smuggle them across the border into a neighboring country.

The statement noted that the necessary legal procedures were being taken against the suspect, and he was referred to the relevant authorities to complete the investigations in accordance with the law.

In Babylon, a security source reported that the National Security Directorate dismantled a dangerous network that had been extorting and threatening citizens. The source confirmed yesterday that National Security detachments had dismantled a dangerous network that had been extorting citizens.

In Baghdad, the Rusafa Police Command announced in a statement yesterday (the arrest of a group of three women on charges of stealing gold jewelry and money from inside women’s bags in the Rusafa district), noting that (the accused were placed in detention to take the necessary legal measures against them in accordance with the law).

In Kirkuk, a source in the provincial traffic police reported that one person was killed and others injured in a horrific traffic accident on the Tikrit-Kirkuk road. The source stated yesterday that "a horrific traffic accident occurred on the Tikrit-Kirkuk road as a result of a collision between a Kia vehicle and a cargo truck."

He explained that "the accident resulted in the death of a civilian at the scene, while two others sustained varying injuries and were subsequently transported to the hospital for treatment."

He added that "the road is still unpaved on the Kirkuk side, which has caused a number of traffic accidents in recent months due to damage to the road surface and the numerous potholes and uneven surfaces along the unfinished section." He confirmed that "traffic patrols have begun implementing measures to regulate traffic flow and ensure the safety of citizens."   LINK

The United States Renews Its Commitment To Partnership With Iraq On The Anniversary Of The Victory Over ISIS.

Political | 04:41 - 10/12/2025   Mawazin News – Baghdad:   The US Embassy in Baghdad stated that, eight years after Iraq achieved its territorial victory over ISIS, the United States is honoring Iraqi security forces, members of the international coalition, and all those who made sacrifices in the fight against terrorism.

In a statement, the embassy affirmed that the United States "remains committed to its partnership with Iraq, strengthening its sovereignty and building a more prosperous future," noting that security and military cooperation between the two sides is part of supporting Baghdad's efforts to maintain stability and prevent the resurgence of the terrorist threat.    https://www.mawazin.net/Details.aspx?jimare=271414

The Ministry Of Finance Suspends Appointments, Promotions, Bonuses, And Transfers Of Services.

Economy | 10/12/2025   Mawazin News - Baghdad:   The Ministry of Finance has decided to suspend all appointments, promotions, bonuses, and transfers of employees until the 2026 budget is approved.

The Ministry of Finance has decided to halt all appointments, promotions, bonuses, and transfers of employees until the 2026 budget is approved.

Previously, the government's financial advisor, Mazhar Muhammad Salih, outlined two possible paths for next year's budget and the financial situation in 2026: either maintaining the current spending on employment and investment and increasing domestic debt, or reducing spending and increasing revenue collection. https://www.mawazin.net/Details.aspx?jimare=271425

The Iraqi Economic Council Unanimously Renews Its Confidence In Its President, Ibrahim Al-Masoudi.
Thursday, December 11, 2025 | Economy Number of views: 82   Baghdad / NINA / The General Assembly of the Iraqi Economic Council renewed the election of its chairman and board members for the next four years.

In its session Wednesday evening, the General Assembly unanimously voted to re-elect and renew confidence in Ibrahim Al-Masoudi Al-Baghdadi as chairman of the Iraqi Economic Council's board of directors.

The following members were also elected to the board: Karim Nour Al-Yassiri, Baqir Kadhim Al-Mashat, Hussein Khawam Abdul-Abbas, Huda Hafez Al-Azzawi, Firas Rahim Majisar, Haider Naama Ali, Osama Khalil Al-Kubaisi, Ali Saadi Wahib, Dawood Shamo Khader, Sardar Khalid Omar, Mustafa Sabah Al-Samarrai, and Mohammed Shaker Al-Zubaidi. The

following alternate members were also elected to the board: Haider Rahim Tawtoot, Ronak Hamid Al-Jaf, Qais Hamid Al-Wazzan, Bashar Naama Jaber, Walaa Bahaa Al-Araji, and Wissam Abdul-Salam Al-Azzawi. /End 5
https://ninanews.com/Website/News/Details?key=1266225

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

The Epicenter of the Next Crash is Not Banks

The Epicenter of the Next Crash is Not Banks

Kitco News:  12-10-2025

In a recent interview with Kitco News, I had the opportunity to sit down with James Grant, the founder of Grant’s Interest Rate Observer, to discuss the critical developments shaping the US and global economies.

Our conversation touched on a range of pressing topics, from the resurgence of funding stress in US money markets to the potential for global financial volatility triggered by the Bank of Japan’s rate hike plans.

One of the key themes that emerged from our discussion was the ongoing challenge faced by the Federal Reserve in managing liquidity. The recent repo rate spikes are a clear indication of suppressed price discovery and hidden market stress, echoing the 2019 repo crisis.

 According to Grant, the Fed’s response to such crises – injecting artificial liquidity into the system – may be masking true credit conditions and preventing genuine price discovery.

The Fed’s “fourth mandate” of ensuring smooth market functioning has become a double-edged sword. While it may provide short-term stability, it also creates a fragile and distorted financial environment.

Grant warns that this interventionist approach risks inflating asset bubbles and misallocating capital, particularly in areas like private credit and insurance sectors. These sectors may be vulnerable to a significant crisis once liquidity tightens or risk repricing occurs.

The current market leadership, driven by AI-related stocks, bears some resemblance to the tech exuberance of the late 1990s. Grant cautions that we may be witnessing overinvestment in short-lived technologies and infrastructure, which could ultimately lead to a painful correction.

Moreover, the Bank of Japan’s potential rate hikes and the unwinding of the yen carry trade are identified as possible triggers for global financial volatility that the Fed may struggle to counterbalance.

In the midst of this complex and uncertain economic backdrop, Grant offers some insightful analysis on the precious metals markets.

The historic silver price surge, alongside gold’s strength, is interpreted as a sign of growing market skepticism toward central bank policies. Silver’s unique volatility, as both a monetary and an industrial metal, makes it a fascinating barometer of market sentiment.

Grant suggests that these metals reflect a broader public “vote of no confidence” in monetary policy.

As we navigate the intricate web of global economic challenges, it’s clear that the Fed’s actions will be under intense scrutiny.

 While the central bank’s intentions may be to stabilize the system, the unintended consequences of its interventions could be far-reaching. As investors and observers, it’s essential to remain vigilant and consider the potential risks and opportunities that lie ahead.

For those interested in delving deeper into this conversation, I encourage you to watch the full video interview on Kitco News. James Grant’s insights offer a nuanced understanding of the complex forces shaping our economy, and his warnings about the potential consequences of Fed intervention are certainly worth heeding.

In conclusion, the discussion with James Grant serves as a timely reminder of the importance of critical thinking and nuanced analysis in navigating the complexities of the global economy.

As we move forward, it’s crucial to remain aware of the hidden risks and potential pitfalls that lie beneath the surface, and to consider the long-term implications of the Fed’s actions.

https://youtu.be/8jdvINf7Xrw

Seeds of Wisdom RV and Economics Updates Wednesday Afternoon 12-10-25

Good Afternoon Dinar Recaps,

Global Debt Hits Record $346 Trillion, Raising Systemic Risks

Rising sovereign and corporate debt may accelerate financial realignments globally.

Overview

• Global debt reaches $346 trillion, roughly 310% of global GDP, signaling record leverage.

• Developed economies carry the bulk of debt, creating vulnerability to interest‑rate shifts.

• Emerging markets face rising refinancing risks, prompting shifts toward local-currency borrowing.

• Investors and central banks monitor closely, anticipating potential stress in global capital flows.

Key Developments

• IIF report confirms debt surge, highlighting risks to both sovereign and corporate borrowers worldwide.

• Interest-rate sensitivity is high, as developed markets carry heavy public and private debt.

• Emerging markets diversify funding sources, increasingly turning to local-currency bonds to mitigate dollar exposure.

• Financial analysts warn of spillover effects, as debt vulnerabilities could trigger volatility in currencies, equities, and commodities.

Why It Matters

The record global debt underscores fragility in the international financial system. Rising borrowing costs or geopolitical shocks could trigger debt crises, prompting shifts in capital allocation and possibly accelerating the move toward multipolar financial structures.

Implications for the Global Reset

Pillar 1: Financial Multipolarity
High debt levels push nations to seek alternatives to Western-dominated capital markets.

Pillar 2: Risk-Based Capital Reallocation
Investors may shift portfolios toward safer or emerging-market assets, altering global financial flows.

This is not just politics — it’s global finance restructuring before our eyes.
Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources

• Reuters – “Mature markets push global debt to record near $346 trillion, says IIF”

• Reuters (via Investing.com) — “Global debt hits record of nearly $338 trillion, says IIF” Investing.com

• IIF / IMF‑linked public data overview — “Global Debt Remains Above 235% of World GDP”

~~~~~~~~~~

Global Trade Poised to Reach $35 Trillion, Signaling Shifts in Supply Chains

UNCTAD forecasts record trade growth, highlighting evolving global economic patterns.

Overview

• Global trade projected to grow 7% in 2025, reaching a record $35 trillion.

• Developing economies are contributing strongly, reflecting shifts in trade power toward emerging markets.

• Trade routes and supply chains are adapting, with new corridors and logistics partnerships emerging.

• Investors and policymakers monitor closely, as growth may influence capital flows, currency stability, and geopolitical leverage.

Key Developments

• UNCTAD report highlights strong expansion in Asia, Africa, and the Middle East.

• Shifts in trade composition: industrial goods, technology, and energy products show above-average growth.

• Global supply chains diversify, moving away from overreliance on single-country hubs.

• Policymakers in the West and East adjust tariffs, logistics infrastructure, and trade agreements to align with growth patterns.

Why It Matters

Rising trade volumes signal not just economic recovery but a structural realignment in global commerce. Emerging markets’ growing share of trade strengthens their influence in setting trade standards, pricing, and investment priorities.

Implications for the Global Reset

Pillar 1: Multipolar Trade Architecture
Shifts in trade flows empower emerging economies to negotiate terms and diversify partners, reducing Western dominance.

Pillar 2: Supply-Chain Resilience
Higher trade volumes and diversified routes make supply chains more resilient, encouraging regional hubs and reducing dependency on single corridors.

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

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources

• Reuters – “Global trade set to grow 7% to pass record $35 trillion this year, UN agency says”

• Global Bihari -- "Global Trade to Hit Record $35 Trillion in 2025"

• Dredge Wire -- "Global Seaborne Trade Reaches Historic $35 Trillion as Regional Shifts Reshape Maritime Flows"

~~~~~~~~~~

U.S. Treasury Proposes Overhaul of AML Enforcement — Regulatory Shift Looms

Centralization of enforcement could reshape bank compliance, risk oversight, and federal authority.

Overview

• Treasury proposes shifting anti–money-laundering enforcement to FinCEN, centralizing oversight and reducing fragmented compliance responsibilities.

• Plan aims to ease technical-compliance burdens on banks, focusing penalties and enforcement on major financial-crime threats rather than minor infractions.

• Proposal enters public-comment phase, signaling the first major AML enforcement realignment in decades.

Key Developments

• FinCEN would gain expanded enforcement authority, taking powers traditionally held across multiple banking regulators.

• Banks may face fewer procedural penalties, but stricter scrutiny on high-risk activities under a more centralized enforcement model.

• Regulators signal a move toward threat-based oversight, aligning U.S. AML strategy with global financial-crime standards used by FATF and the EU.

• Industry groups warn the shift could reshape compliance-cost structures, impacting regional banks and cross-border institutions.

Why It Matters

Centralizing AML enforcement is a structural change to U.S. financial governance. If adopted, it shifts regulatory power, alters compliance incentives, and changes how U.S. banks manage risk — all factors that influence global capital flows. A streamlined, threat-based regime may strengthen U.S. financial defenses while accelerating the global move toward unified financial-crime frameworks seen in Europe and Asia.

Implications for the Global Reset

Pillar 1 — Regulatory Power Consolidation
A single federal authority reshaping AML oversight signals broader centralization trends in finance — a key element of institutional restructuring.

Pillar 2 — Compliance Cost Realignment
Shifts in enforcement models could alter how banks allocate capital, indirectly affecting credit availability, liquidity dynamics, and cross-border finance.

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

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources

• The Wall Street Journal – “Treasury’s Bank Regulation Takeover Has a New Goal: Anti-Money-Laundering Rules”

• AML Intelligence -- "BREAKING: US Treasury proposes overruling bank regulators on AML penalties"

~~~~~~~~~~

Oil Prices Steady Amid Ukraine Peace Talks and Fed Outlook

Energy markets balance geopolitical developments with monetary policy expectations.

Overview

• Crude prices remain stable, reflecting a mix of diplomatic and macroeconomic factors.

• Ukraine peace talks add optimism, potentially easing regional supply risk.

• U.S. Federal Reserve policy decisions influence investor expectations for energy demand.

• Traders remain cautious, as market volatility is influenced by both geopolitical and economic signals.

Key Developments

• Reuters reports Brent and WTI crude prices steady, despite ongoing uncertainty in supply routes.

• Diplomatic talks in Ukraine could affect European energy security, potentially lowering perceived risk premiums.

• Fed rate outlook impacts energy demand forecasts, as tighter monetary policy may slow economic growth.

• Analysts highlight the intersection of diplomacy and monetary policy in shaping near-term energy markets.

Why It Matters

Energy markets are increasingly sensitive to both geopolitical negotiations and macroeconomic policy. Price stability under these conditions suggests evolving market mechanisms and the potential for more diversified energy sourcing in response to conflict or policy changes.

Implications for the Global Reset

Pillar 1: Energy Market Resilience
Stable pricing despite geopolitical uncertainty indicates adaptability in global energy networks.

Pillar 2: Policy-Driven Market Shifts
Monetary and diplomatic developments together influence energy trade, investment, and pricing structures, reshaping global flows.

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

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources

• Reuters – “Oil steady as market watches Ukraine peace talks, Fed rate decision”

• MSN -- "Oil Prices Steady Amid Ukraine Peace Talks and Fed Outlook"

~~~~~~~~~~

Seeds of Wisdom Team RV Currency Facts Youtube and Rumble

Newshound's News Telegram Room Link

RV Facts with Proof Links Link

RV Updates Proof links - Facts Link

Follow the Gold/Silver Rate COMEX

Follow Fast Facts

Seeds of Wisdom Team™ Website

Thank you Dinar Recaps