DINARRECAPS8 8/30/26 DINARRECAPS8 8/30/26

Seeds of Wisdom RV and Economics Updates Sunday Morning 8-30-26

Good Morning Dinar Recaps,

The G20 Financial Test: U.S. Debt, Iran and Trade Reshape the Global Economic Order

As the world's major economies gather for a G20 finance meeting, the financial system is being tested on several fronts at once: rising U.S. debt and bond yields, the economic consequences of the Iran war, trade tensions and Washington's attempt to use the dollar-centered financial system as leverage.

Good Morning Dinar Recaps,

The G20 Financial Test: U.S. Debt, Iran and Trade Reshape the Global Economic Order

Overview

U.S. Treasury Secretary Scott Bessent enters the G20 meeting facing an unusually difficult combination of problems: rising U.S. debt, elevated long-term Treasury yields, trade tensions and the economic fallout from the Iran war.
Washington wants G20 nations to reduce trade imbalances, support economic growth and sever remaining economic ties with Iran, including through pressure on countries purchasing Iranian oil.
The deeper issue is whether the G20 can coordinate around a common financial agenda when its members increasingly have different interests regarding the dollar, trade, energy and sanctions.

Key Developments

1. The G20 is meeting as multiple financial pressures converge

Finance ministers and central-bank governors from the world's major economies are meeting in Asheville, North Carolina, on Monday and Tuesday.

The timing is significant.

The global economy is dealing simultaneously with elevated energy prices, disrupted trade, geopolitical conflict and higher government borrowing costs.

The Iran war has kept the Strait of Hormuz closed, affecting energy flows and economic activity across the G20. At the same time, Washington is confronting rising U.S. debt and long-term Treasury yields that recently reached their highest level in 19 years.

This means the G20 isn't meeting under normal economic conditions.

It is meeting while the existing financial architecture itself is under pressure.

2. Washington wants Iran to become a global financial issue

Bessent is expected to push G20 partners to cut remaining economic ties with Iran, particularly transactions involving Iranian oil.

That turns the Iran conflict into something larger than a regional military or energy crisis.

It becomes a test of how much influence Washington can still exercise through the dollar-centered financial system.

Countries that continue doing business with Iran could face secondary U.S. sanctions, creating a difficult choice for governments and companies that have economic relationships with Tehran.

The problem for Washington is that the G20 includes countries such as China, India, Russia and Turkey, which have varying degrees of economic ties with Iran.

That makes consensus difficult.

3. The Treasury market is becoming part of U.S. economic diplomacy

The G20 discussion will also occur against the backdrop of an increasingly important problem at home: the cost of financing U.S. government debt.

The 30-year Treasury yield reached its highest level in 19 years this month.

The Treasury responded by announcing that it would double scheduled purchases of longer-term Treasuries to $4 billion per operation, temporarily easing pressure on yields. But the intervention has generated concerns among some market participants and central bankers about a greater Treasury role in a market traditionally valued for its predictable issuance and functioning.

That creates a difficult message for Washington.

The United States wants the world to continue viewing Treasury securities as the foundation of the global financial system while simultaneously taking increasingly visible steps to influence the market for those securities.

Why It Matters

The G20 represents roughly 85% of global GDP and 75% of international trade, making it one of the most important forums for assessing the direction of the global economy.

But the group's challenge is no longer simply economic coordination.

It is increasingly about competing financial interests.

The United States wants stronger growth, lower trade imbalances and continued use of its financial system as a tool of economic pressure.
China and other emerging powers have different priorities, including maintaining access to energy, expanding trade and reducing vulnerability to U.S. sanctions.
Europe is dealing with the inflationary consequences of higher energy prices.
And central banks are being forced to reconsider how quickly they can ease monetary policy.

The result is a global economy where trade policy, monetary policy, energy security and financial sanctions are becoming increasingly interconnected.

Why It Matters to Foreign Currency Holders

For foreign-currency holders, the important development is not simply whether the dollar strengthens or weakens against another currency.

It is the possibility that global trade and financial relationships are becoming more fragmented.
If countries increasingly face pressure to choose between access to the U.S. financial system and commercial relationships with sanctioned countries, the incentive to develop alternative payment and settlement channels increases.
That could gradually strengthen the importance of local-currency trade, regional payment systems and alternative reserve assets.
This does not mean the dollar is suddenly losing its reserve status.

Rather, the G20 meeting illustrates why the global monetary system may increasingly operate with multiple financial pathways instead of one dominant pathway.

Implications for the Global Reset

Financial power is becoming part of geopolitical power.

The Iran sanctions campaign demonstrates how the United States can use its position at the center of the dollar system to influence the behavior of other countries.

But every time that leverage is used, other nations have an incentive to ask whether they should become less dependent on the system being used as leverage.

That creates a paradox.

The stronger the dollar system is used as a geopolitical weapon, the greater the incentive for some countries to build alternatives to it.

The next financial architecture may emerge from fragmentation rather than replacement.

There is still no evidence of an imminent replacement for the dollar.

What is developing instead is a gradual layering of alternatives:

Dollar settlement + local currencies + regional payment systems + alternative reserve assets + new cross-border financial infrastructure.

That is consistent with the broader financial-reset theme we've been tracking.

The system doesn't have to collapse to change.

It can diversify one transaction, one payment rail and one trade relationship at a time.

What to Watch

The most important signals coming out of the G20 meeting will be:

Whether countries support or resist Washington's Iran sanctions strategy
Any discussion of global trade imbalances
Statements concerning the U.S. Treasury market and long-term yields
China's response to pressure over Iranian oil purchases
Whether emerging economies push for greater use of local currencies
Any discussion of international financial stability or alternative payment mechanisms

The most revealing outcome may actually be what the G20 cannot agree on.

A widening gap between the United States and other major economies over Iran, trade and financial policy would provide another indication that the post-Cold War financial architecture is becoming harder to coordinate.

Bottom Line

The G20 meeting is more than another gathering of finance ministers.

It is a stress test for the global financial system.

The United States arrives with enormous financial power—but also with $40 trillion-plus in public borrowing, elevated Treasury yields and an increasingly aggressive use of financial sanctions.

China and other major economies arrive with their own interests in trade, energy security and financial independence.

The central question is therefore becoming larger than Iran or U.S. debt:

Can the existing dollar-centered financial system continue to coordinate the world's major economies when those same economies increasingly disagree over trade, energy, sanctions and the distribution of financial power?

The global financial reset may not arrive as one dramatic replacement of the dollar system—it may emerge through the gradual renegotiation of debt, trade, energy and financial relationships inside the world's most important economic forum.

Seeds of Wisdom Team

Newshounds News™ Exclusive

Sources

~~~~~~~~~~

🌱 A Message to Our Currency Holders🌱

If you’ve been holding foreign currency for many years, you were not foolish.
You were not wrong to believe the global financial system would change.

What failed was not your patience — it was the information you were given.

For years, dates, rumors, and personalities replaced facts, structure, and proof. “This week” predictions created cycles of hope and disappointment that were never based on how currencies actually change.

That is not your failure.

Our mission here is different: • No dates • No rates • No hype • No gurus

Instead, we focus on:
• Verifiable developments • Institutional evidence
• Global financial structure • Where countries actually sit in the process

Currency value changes only come after sovereignty, trade, banking, settlement systems, and fiscal coordination are in place. History and institutions confirm this sequence.

You will see silence. You will see denials. That is not delay — that is discipline.

Protect your identity. Organize your documents. Verify everything.
Never hand your discernment to anyone who cannot show proof.

You deserve truth — not timelines.

Seeds of Wisdom Team
Newshounds News

~~~~~~~~~~

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Thank you Dinar Recaps

DINARRECAPS8 8/29/26 DINARRECAPS8 8/29/26

Seeds of Wisdom RV and Economics Updates Saturday Afternoon 8-29-26

Good Afternoon Dinar Recaps,

BRICS Moves Beyond De-Dollarization: The Push for Digital Currency and Cross-Border Settlement

India is preparing to put cross-border digital payments, central-bank digital currencies and local-currency trade at the center of the upcoming BRICS summit — signaling that the next stage of financial diversification may be about building new payment infrastructure rather than simply abandoning the dollar.

Good Afternoon Dinar Recaps,

BRICS Moves Beyond De-Dollarization: The Push for Digital Currency and Cross-Border Settlement

Overview

India is preparing to push CBDC cooperation and seamless cross-border digital payments among BRICS members at the September 12–13 summit in New Delhi.
The focus is shifting from simply reducing dollar dependence to building alternative financial infrastructure that can make trade faster, cheaper and less dependent on traditional correspondent-banking channels.
This does not mean BRICS is replacing the dollar. It means another layer of the international financial system is beginning to take shape alongside the existing dollar-based system.

Key Developments

1. India is putting digital settlement on the BRICS agenda

India, which holds the BRICS presidency this year, is preparing to propose seamless cross-border digital payments and greater adoption of central-bank digital currencies among member states at next month's summit.

According to reporting from The Economic Times, a high-level meeting is expected next week to work through mechanisms for using digital currencies and increasing trade conducted in national currencies. The September 12–13 summit in New Delhi is expected to provide greater clarity on how fast-payment systems could eventually be linked.

The significance is that the discussion is moving from political statements about de-dollarization toward the mechanics of settlement.

That distinction matters.

A country can continue holding dollars as reserves while simultaneously developing payment channels that allow certain trade transactions to settle directly in national currencies.

The infrastructure can change before the reserve currency changes.

2. The goal is interoperability — not necessarily a single BRICS currency

One of the biggest obstacles to alternative payment systems is that individual countries have developed their own digital and fast-payment platforms.

India has its UPI system. China has its digital yuan infrastructure and CIPS payment network. Other BRICS members have their own domestic payment systems and, in some cases, CBDC programs.

The challenge is making those systems interoperable.

Reuters reported earlier this month that BRICS members were discussing possible links between their fast-payment systems and CBDCs, with the objective of making cross-border transactions faster and cheaper. RBI Governor Sanjay Malhotra said discussions were underway around connecting systems such as India's UPI with other BRICS payment infrastructure.

If those connections become operational, businesses could potentially move money across participating economies with fewer intermediaries and lower transaction costs.

That is a very different development from simply announcing another currency agreement.

It is financial plumbing.

3. BRICS is trying to lower the cost of conducting trade outside traditional dollar channels

India is also pushing for mechanisms to reduce transaction costs within the expanded 11-member BRICS grouping.

The Economic Times reports that discussions could include greater use of national currencies, cross-border digital payments and faster-payment-system linkages. BRICS members are also examining cooperation involving customs and global value chains.

This creates a potentially important feedback loop:

More local-currency trade → greater demand for direct settlement → better payment infrastructure → lower transaction costs → more incentive to use local currencies.

That does not require the dollar to disappear.

It simply makes the international system less dependent on one settlement pathway.

Why This Matters

For decades, the international financial system has relied heavily on the dollar, U.S. correspondent banks and established Western payment infrastructure.

That system remains dominant.

But dominance and exclusivity are not the same thing.

The development now underway inside BRICS is potentially important because countries are increasingly working on the ability to conduct portions of international commerce through alternative rails.
The biggest change may therefore occur quietly in the background.

A new financial system does not necessarily begin with a dramatic announcement that the old system is over.

It can begin with businesses discovering that another payment route is cheaper, faster or more politically reliable.

Why It Matters to Foreign Currency Holders

For foreign-currency holders, this development is worth watching because it could gradually change the role that national currencies play in international commerce.

If BRICS members successfully expand local-currency settlement, currencies such as the rupee, yuan, real, rand and other member currencies could gain additional utility in cross-border trade.

That does not automatically mean those currencies will appreciate sharply or replace the dollar as reserve assets.

The more immediate potential change is functional: A currency used more frequently in international trade has a broader economic role than a currency used primarily inside its home country.

For currency holders, that makes the development of payment infrastructure at least as important to watch as headlines about exchange rates.

Implications for the Global Financial Reset

The financial reset may be about infrastructure before currencies

The most important takeaway is that BRICS appears increasingly focused on how money moves, not simply what currency is used.

CBDC interoperability, fast-payment systems and local-currency settlement could create an alternative layer of financial infrastructure without requiring the immediate creation of a single BRICS currency.

That is a much more practical approach.

De-dollarization can happen at the margins before it happens at the center

The dollar can remain the world's dominant reserve and financing currency while its share of certain trade transactions gradually declines.

That would produce a more multipolar financial system without requiring a collapse of the existing one.

This is why today's development deserves attention.

The question is no longer simply: “Will BRICS replace the dollar?”

The more useful question is: “How much international commerce can BRICS eventually conduct without needing the traditional dollar-based settlement architecture?”

What to Watch Next

The September 12–13 BRICS summit in New Delhi will be the next major test.

Watch for concrete announcements involving:

CBDC interoperability
UPI and other fast-payment-system connections
Local-currency settlement mechanisms
Cross-border payment costs
Participation by China and other major BRICS economies
Whether proposed systems move from discussion into actual pilot programs
Evidence of real trade being settled through the new infrastructure

The key distinction will be between political declarations and operational systems.

A summit announcement matters.

A payment system that businesses actually use matters much more.

Bottom Line

BRICS is not replacing the dollar overnight, and there is no evidence that a single BRICS currency is about to displace the U.S. dollar.

Something more subtle — and potentially more consequential — is happening.

India is preparing to push BRICS toward interoperable digital currencies, faster cross-border payments and greater use of national currencies in trade.

If those initiatives move from proposals into functioning payment infrastructure, they could gradually reduce the world's dependence on traditional dollar-based settlement without requiring the dollar to lose its dominant reserve position.

The next phase of the global financial reset may therefore be less about replacing the dollar and more about building a world in which countries have more than one way to move money.

Seeds of Wisdom Team

Newshounds News™ Exclusive

Sources

Note:An Important U.S. Distinction: America Has Rejected a Federal CBDC

The United States is taking a fundamentally different approach to digital currency than the BRICS countries now exploring CBDCs and cross-border digital settlement.

In January 2025, President Donald Trump signed an Executive Order directing federal agencies not to establish, issue, or promote a Central Bank Digital Currency (CBDC). The order specifically prohibits agencies from undertaking such actions, except where required by law.

That means the United States is not currently pursuing a Federal Reserve-controlled digital dollar comparable to the CBDC models being developed by other central banks.

Instead, the Trump administration has promoted private-sector digital assets, stablecoins, blockchain technology and Bitcoin as part of its broader digital-finance strategy. The administration has also established a Strategic Bitcoin Reserve and a U.S. Digital Asset Stockpile.

It is important, however, to distinguish between “prohibited under current U.S. policy” and “legally impossible forever.” An executive order can be changed or revoked by a future administration, and Congress could establish additional statutory restrictions or authorizations.

For the purposes of today's financial-system discussion, the important point is this:

While BRICS countries are exploring CBDCs and interconnected digital-payment systems, the United States has explicitly chosen not to pursue a government-issued CBDC under the current administration.

That creates an important divide in the emerging global financial architecture: BRICS is exploring state-backed digital settlement infrastructure, while the United States is emphasizing private digital assets, stablecoins and blockchain-based financial innovation instead of a Federal Reserve-issued digital currency.

~~~~~~~~~~

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Follow the Gold/Silver Rate COMEX

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Seeds of Wisdom Team™Website

Thank you Dinar Recaps

DINARRECAPS8 8/29/26 DINARRECAPS8 8/29/26

Iraq Economic News and Points To Ponder Saturday Afternoon 8-28-26

Basrah Crude Loses Over 6% On Week

2026-08-29 Shafaq News- Basra Basrah Heavy and Basrah Medium crude each lost $5.37 a barrel over the week, falling 6.72% and 6.46%, respectively. Both grades nevertheless rose in the final trading session.

Basrah Heavy gained $1.67 a barrel, or 2.29%, in the final session to settle at $74.52. Basrah Medium also rose $1.67 a barrel, or 2.19%, to close at $77.82.

Basrah Crude Loses Over 6% On Week

Basrah Heavy gained $1.67 a barrel, or 2.29%, in the final session to settle at $74.52. Basrah Medium also rose $1.67 a barrel, or 2.19%, to close at $77.82.

Global oil prices moved lower. West Texas Intermediate fell $0.08, or 0.10%, to $83.46 a barrel, while Brent declined $0.33, or 0.37%, to $89.37. https://www.shafaq.com/en/Economy/Basrah-crude-loses-over-6-on-week

Dollar Edges Higher In Baghdad, Erbil

2026-08-29 Shafaq News- Baghdad/ Erbil The US dollar edged higher against the Iraqi dinar in Baghdad and Erbil on Saturday, hovering around 154,000 dinars per $100.

According to a Shafaq News market survey, the dollar rose in Baghdad to 154,000 dinars per $100 at the al-Kifah and al-Harithiya central exchanges, up from 153,550 dinars on Thursday.

At currency exchange shops in Baghdad, the dollar was selling for 154,500 dinars per $100 and buying for 153,500 dinars.

In Erbil, the dollar was selling for 153,900 dinars per $100 and buying for 153,850 dinars.

https://www.shafaq.com/en/Economy/Dollar-edges-higher-in-Baghdad-Erbil-8

Gold Prices Fall In Baghdad And Erbil

2026-08-29 Shafaq News- Baghdad/ Erbil On Saturday, gold prices hovered around 970,000 IQD per mithqal in Baghdad and Erbil markets, according to a Shafaq News market survey.

Gold prices on Baghdad's Al-Nahr Street recorded a selling price of 970,000 IQD per mithqal (equivalent to five grams) for 21-carat gold, including Gulf, Turkish, and European varieties, with a buying price of 966,000 IQD. The same gold had sold for 995,000 IQD on Thursday.

The selling price for 21-carat Iraqi gold stood at 940,000 IQD, with a buying price of 936,000 IQD.

In jewelry stores, the selling price per mithqal of 21-carat Gulf gold ranged between 970,000 and 980,000 IQD, while Iraqi gold sold for between 940,000 and 950,000 IQD.

In Erbil, 22-carat gold was sold at 1,000,000 IQD per mithqal, 21-carat gold at 955,000 IQD, and 18-carat gold at 820,000 IQD. https://www.shafaq.com/en/Economy/Gold-prices-fall-in-Baghdad-and-Erbil-7

Kirkuk-Baniyas Pipeline To Boost Iraq’s Exports By 2.25M Bpd

2026-08-29 Shafaq News- Baghdad Iraq is pushing ahead with a strategic oil pipeline that could open new export routes for up to 2.25 million barrels per day (bpd), Oil Minister Basim Mohammed Khudair al-Abadi said on Saturday.

At a meeting attended by Deputy Oil Minister for Extraction Affairs Nasir Aziz and the directors-general of the state-run South Oil Company and North Oil Company, al-Abadi directed officials to accelerate the technical and commercial arrangements and finalize preparations ahead of the contract signing.

The proposed pipeline would run from the southern oil hub of Basra through Haditha to Fishkhabur in northern Iraq. A separate section would connect Haditha with Baniyas on Syria’s Mediterranean coast.

https://www.shafaq.com/en/Economy/Kirkuk-Baniyas-pipeline-to-boost-Iraq-s-exports-by-2-25M-bpd

CBI Steps Up Monitoring Of Officials’ Wealth

2026-08-29 Shafaq News- Baghdad The Central Bank of Iraq (CBI) has instructed financial institutions to tighten scrutiny of senior officials and other high-ranking public figures, targeting unexplained wealth and transactions linked to corruption, money laundering, and terrorist financing.

A CBI document sets minimum requirements for monitoring such customers during and after their time in office, including wealth inconsistent with declared income or known finances and unusual or high-value transactions that do not match their activities or positions.

Other red flags include dealings with high-risk jurisdictions without clear economic justification, unexplained financial activity involving relatives or close associates, and the use of third parties, companies, or complex ownership structures to conceal beneficiaries or sources of funds.

Banks must also consider credible information linking customers to corruption, bribery, fraud, or other financial crimes, along with insufficient documentation of assets and sudden changes in spending patterns or holdings.

The CBI said these criteria will form part of its supervisory activities when assessing the effectiveness of financial institutions’ anti-money laundering and counter-terrorist financing systems.

The directive comes amid Iraq’s nationwide Dawn Crackdown, launched on June 28 to pursue corruption cases, including illicit enrichment and unexplained wealth among officials and political figures. The campaign has revived the “Where Did You Get This?” initiative, introduced in 2023 to examine whether officials’ assets match their declared income.

On Aug. 28, the CBI imposed a precautionary asset freeze on 12 current and former political figures in connection with corruption investigations, requiring banks to identify and report any funds held in their names.

https://www.shafaq.com/en/Economy/CBI-steps-up-monitoring-of-officials-wealth

UK exports to Iraq rise 3.7% in Q2 2026

2026-08-29 Shafaq News- London Iraq imported about $111 million in British goods in the second quarter of 2026, up 3.7% from roughly $107 million in the previous quarter, data from HM Revenue and Customs (HMRC) showed on Saturday.

Vehicles and automotive components led purchases at about $33 million, followed by pharmaceuticals at $20 million and machinery and mechanical equipment at $12 million.

Electrical equipment accounted for around $6.9 million, while essential oils, perfumes, cosmetics, and personal care products reached $6.2 million. Other goods included optical and medical instruments, fuels, beverages, chemicals, paints, and inks.

Bilateral trade remains heavily tilted toward UK exports. UN Comtrade figures released in April 2026 put Iraqi exports to the British market at only about $4 million in 2025. Unlike Iraq’s exports to many other markets, which are dominated by crude oil, sales to Britain consisted largely of food products.

An Iraqi Ministry of Finance report published in 2025 valued overall trade between the two countries at $1.108 billion in 2024, up from $1.072 billion a year earlier.https://www.shafaq.com/en/Economy/UK-exports-to-Iraq-rise-3-7-in-Q2-2026

USD Prices Stabilize In Baghdad, Increase In Erbil

2026-08-29 Shafaq News- Baghdad/ Erbil The US dollar closed Saturday’s trading lower in Iraq, hovering around 154,000 dinars per 100 dollars.

According to a Shafaq News market survey, the dollar traded in Baghdad's Al-Kifah and Al-Harithiya exchange markets at 154,000 dinars per 100 dollars, the same price recorded in the morning’s session.

In the Iraqi capital, exchange shops sold the dollar at 154,500 dinars and bought it at 153,500 dinars, while in Erbil, selling prices stood at 154,000 dinars and buying prices at 153,900 dinars.

https://www.shafaq.com/en/Economy/USD-prices-stabilize-in-Baghdad-increase-in-Erbil

Iraq Ranks Third In July 2026 Foreign Visitors To Turkiye

2026-08-29 Shafaq News- Ankara/ Baghdad Iraqi visitors to Turkiye rose 8.59% in July from a year earlier, putting Iraq in third place among the country's largest sources of foreign visitors, according to the Turkish Ministry of Culture and Tourism.

A total of 131,607 Iraqis visited Turkiye in July 2026, up from 121,191 in the same month of 2025. They accounted for 1.85% of all foreign arrivals in July, compared with 1.70% in July 2025 and 1.53% in July 2024.

Iran ranked first with 322,256 visitors, followed by Saudi Arabia with 191,125. Iranian arrivals rose 27.11% year-on-year, while arrivals from Saudi Arabia declined 3.97%.

Across Asia, Turkiye received 1.039 million visitors in July 2026.

https://www.shafaq.com/en/Economy/Iraq-ranks-third-in-July-2026-foreign-visitors-to-Turkiye

Dinar Recaps 20 8/29/26 Dinar Recaps 20 8/29/26

MilitiaMan & Crew: Straight Talk: What You Need to Know About the IQD Now

MilitiaMan & Crew: Straight Talk: What You Need to Know About the IQD Now

8-29-2026

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

No drama. No intrigue. No songs and dances. Just straight, factual news that I read and interpret to the best of my ability after being an avid Dinar investor and insanely obsessed Dinarian for over 15 years.

Follow MM on X == https://x.com/Slashn

MilitiaMan & Crew: Straight Talk: What You Need to Know About the IQD Now

8-29-2026

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

Follow MM on X == https://x.com/Slashn

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

https://www.youtube.com/watch?v=Y7lpabxNVR0

DINARRECAPS8 8/29/26 DINARRECAPS8 8/29/26

Iraq Economic News and Points To Ponder Saturday Morning 8-28-26

Iraq's Appointments Are On Shaky Ground... The 2027 Budget Will Determine The Fate Of Thousands Of Job Positions.

August 29, 2026Last updated: August 29, 2026 The Independent/- The Federal Public Service Council has brought the issue of government appointments back to the forefront of attention, after confirming that determining the number of job grades, creating them, and the necessary financial allocations for them are directly linked to what will be decided in Iraq’s 2027 budget and the relevant government agencies.

Iraq's Appointments Are On Shaky Ground... The 2027 Budget Will Determine The Fate Of Thousands Of Job Positions.

The official spokesman for the council, Fadel Al-Gharawi, said that the council’s role in the appointments file comes within the powers specified by the amended Federal Public Service Council Law No. (4) of 2009, noting that initiating the appointment procedures requires the availability of the necessary legal and financial requirements.

This position means that the appointments file is not linked to a single decision by the Civil Service Council, but rather depends primarily on the size of the job grades that will be included in next year’s budget, as well as the financial allocations and the actual needs of state institutions.

A wide segment of graduates and the unemployed are waiting to see what the 2027 budget will include, especially with the increasing number of applicants for government job opportunities and the growing demands to find real solutions to the unemployment issue.

Conversely, the government faces the challenge of striking a balance between providing job opportunities for graduates and maintaining the state’s financial stability, given the rising current expenditures and the costs of salaries and wages.

Thus, the 2027 budget appears to be the most important milestone in determining the shape of future government appointments, whether in terms of the number of newly created positions, the beneficiary entities, or the mechanisms for distributing them, while the Civil Service Council remains waiting for the completion of the legal and financial cover to begin its role in this matter. https://mustaqila.com/تعيينات-العراق-على-صفيح-ساخن-موازنة-2027-ت/

Sources: Ali Al-Zaidi Is Considering Dismissing The Finance Minister Due To The Failure To Address The Financial Crisis.

Last updated: August 29, 2026 Al-Mustaqilla - Well-informed political and media sources told Al-Mustaqilla that Prime Minister Ali Falih al-Zaidi is seriously considering making a change in the Ministry of Finance that may include the dismissal of Minister Falih al-Sari, amid escalating criticism of the way the liquidity shortage crisis and the delay in funding state employees’ salaries have been managed.

The sources, who asked not to be named, said that Al-Zaydi expressed his dissatisfaction with the level of support provided by the Ministry of Finance during the past months, especially with the continued pressure on the treasury and the failure to reach stable solutions to secure salaries and ongoing obligations.

There has been no official comment yet from the Prime Minister's office or the Ministry of Finance regarding the possibility of a cabinet reshuffle.

Al-Sari took over the Ministry of Finance on May 14, 2026, after the House of Representatives unanimously voted to grant him confidence within Al-Zidi’s government.

On July 30, Al-Sari acknowledged a financial deficit that was hindering the completion of salary payments for employees, retirees, and social welfare beneficiaries. He stated that the monthly salary obligations amounted to approximately 7.8 trillion dinars, and that the ministry was working to provide the necessary liquidity to complete the payments.

Pressures increased during August, as the parliamentary finance committee said that the minister had requested to be hosted in the House of Representatives to explain the financial situation and discuss a draft law for borrowing, while it spoke of the lack of final solutions to the salary crisis.

Local reports also showed that the government resorted to borrowing from local banks to cover part of its obligations, in light of declining oil revenues and a shortage of available liquidity, in an economy that relies heavily on crude oil revenues to finance public spending.

Published financial data indicates that government revenues amounted to approximately 35.9 trillion dinars in the first half of 2026, compared to expenditures of approximately 54.7 trillion dinars, reflecting a large funding gap that increased the pressure on the Ministry of Finance.

Al-Zaidi had placed economic reform and building a more robust financial and banking system among the priorities of his government program when he gained confidence, so the liquidity crisis and the regularity of salaries became one of the most prominent tests facing his government during its first months.

Under Article 78 of the Constitution, the Prime Minister has the right to dismiss ministers with the approval of the House of Representatives, which means that any decision to dismiss Al-Sari, if taken, will require parliamentary approval.

https://mustaqila.com/مصادر-علي-الزيدي-يدرس-إقالة-وزير-المال/

Atroushi Calls For A "Legal Revolution" In The Federal Parliament To Overturn The Decisions Of The Previous Regime And Enact The Oil And Gas Law.

Erbil (Kurdistan 24) - Deputy Speaker of the Federal Parliament, Farhad Atrushi, stated on Thursday, August 27, 2026, that the atmosphere within the Federal Parliament has witnessed a marked improvement compared to previous months, stressing the existence of efforts to unify the positions of the Kurdish parties, and emphasizing Iraq’s need for a “legal revolution” to cancel the decisions of the former regime and enact the postponed basic laws.

In statements to Kurdistan24, Atroushi pointed out that Iraq, in addition to the issues of its relationship with the Kurdistan Region, faces internal challenges related to services, salaries, the phenomenon of uncontrolled weapons, and outlaw groups, as well as the complexities of relations with neighboring countries.

The Deputy Speaker of the Federal Parliament explained that the Kurdistan Democratic Party seeks to strengthen its relations with the Shiite political forces in Iraq, indicating that work is underway to coordinate positions between the Kurdish parties in order to pass common points under the dome of Parliament.

Regarding the fuel crisis, Atroushi noted his meeting with the Federal Oil Minister, who responded positively, pointing out the need to hold a meeting with the Federal Prime Minister, Ali Faleh al-Zaidi, to demand the formation of a joint committee between the Kurdistan Regional Government and the Federal Government to address the gasoline issue.

Regarding sovereign laws, Atroushi criticized the inability of the federal parliament over the past two decades to enact vital laws such as the Oil and Gas Law, the Federal Council Law, and the Federal Court Law, saying: "We need a legal revolution; there are still about 5,000 decisions issued by the (Revolutionary Command Council) of the former regime in effect, and they do not in any way conform to the standards of a federal state."

He added that enacting an oil and gas law is a top priority, given that work is still underway on laws dating back 40 years, at a time when Iraq depends on oil wealth for 90% of its revenues.

Regarding the nature of the relationship between Erbil and Baghdad, Atroushi revealed that relations are going through a very positive phase, stressing that President Barzani, the President of the Region, and the Prime Minister of the Region are showing great support for the new federal government, as it is a real opportunity to rescue Iraq from the current crises.

https://www.kurdistan24.net/ar/story/935507/أتروشي-يدعو-لـ-ثورة-قانونية-بالبرلمان-الاتحادي-لإلغاء-قرارات-النظام-السابق-وتشريع-قانون-النفط-والغاز

The Central Bank suspends banking transactions for 14 individuals and 19 companies

About the news

The Central Bank of Iraq has decided to suspend dealings with 14 individuals and 19 companies operating in the oil, trade and transportation sectors.

The decision was made due to suspicions surrounding their dealings.

The companies named on the list operate in vital and sensitive sectors such as: oil, trade, livestock, manufacturing, transportation, and financial services.

According to an official letter issued by the Central Bank of Iraq on Thursday, August 27, 2026, the letter was addressed to all banks and non-bank financial institutions not to deal in any way with the bank accounts of these individuals and companies.

Reasons related to this procedure

The action is related to suspicions surrounding their financial transactions, and it has been decided to suspend their accounts pending a thorough and comprehensive investigation into them.

Central Bank: This measure will continue until further notice.

All banks were warned that any entity that violates this decision will be subject to legal accountability.

The list of bans and prohibitions included (14) people and (19) commercial and local companies, most notably “Al-Taif Holding Company”, “Jamal Al-Surouh Company”, “Mismar Juha Company for Manufacturing Industries”, and “Al-Masarat Company for Oil Services”, in addition to a number of individuals.

This decision is based on Article 40 of the "Central Bank of Iraq" Law, which grants the bank full powers to supervise and regulate the affairs of banks and their branches, with the aim of protecting the country's financial system and preventing any illegal transactions. https://channel8.com/arabic/news/84537

Central Bank Of Iraq To Monitor Bank Accounts Of Politicians And Officials

At a Glance

The Central Bank of Iraq issued strict new directives on August 26 targeting the bank accounts of politicians and government officials.
The regulations are designed to combat systemic corruption and illicit money laundering across national financial institutions.
Banks are required to flag anomalous wealth, unverified foreign transfers to high-risk zones, and unexplained asset spikes during or after tenure.
Compliance will be rigorously audited by central inspection teams and factored into institutional evaluations.

In an official directive issued on August 26, the Central Bank of Iraq instructed all commercial banks to enforce enhanced monitoring protocols on politically exposed persons and high-ranking government officials to curb financial crimes.

Key Monitoring Criteria

Disproportionate Wealth: Flagging sudden inconsistencies between declared monthly salaries or state incomes and total accumulated assets.
Unusual Transactions: Detecting high-value or irregular transactions executed during or immediately following an official's term in office.
High-Risk Transfers: Scrutinizing capital movements routed to high-risk foreign countries or jurisdictions lacking clear economic justifications.
Complex Structures: Identifying the use of third parties, shell companies, or intricate corporate vehicles to conceal ultimate beneficial ownership.
Family Networks: Monitoring unexplained financial flows involving relatives, close associates, or negative intelligence reports regarding bribery and financial misconduct.

The Central Bank emphasized that all banking branches must immediately implement these guidelines and brief their staff accordingly. Inspection teams will actively evaluate institutional compliance, ensuring that failure to report unverified funds or suspicious asset shifts impacts overall bank performance ratings. FYI

Politically Exposed Persons (PEPs) are individuals who have been entrusted with prominent public functions, such as senior politicians, judicial officials, or state executives. Because of their positions and influence, international financial watchdogs classify PEPs as higher-risk targets for money laundering and corruption, necessitating enhanced due diligence by commercial banks. https://channel8.com/english/news/64666

DINARRECAPS8 8/29/26 DINARRECAPS8 8/29/26

Seeds of Wisdom RV and Economics Updates Saturday Morning 8-29-26

Good Morning Dinar Recaps,

When the Fed Turns Hawkish Again: Higher Rates, U.S. Debt and a New Dollar Test

Federal Reserve Chair Kevin Warsh's Jackson Hole message has reopened the possibility of higher U.S. interest rates — creating a new test for the dollar, Treasury market and the sustainability of America's debt burden.

Good Morning Dinar Recaps,

When the Fed Turns Hawkish Again: Higher Rates, U.S. Debt and a New Dollar Test

Overview

The Federal Reserve is signaling that rate hikes are back on the table if inflation does not move convincingly toward the 2% target.
Treasury yields moved higher as markets repriced the Fed's path, putting renewed pressure on an already heavily indebted U.S. government.
The dollar initially strengthened, but the bigger question is whether higher yields ultimately reinforce confidence in U.S. assets or expose deeper concerns about debt sustainability.

Key Developments

1. Warsh puts inflation back at the center of Fed policy

At the Federal Reserve's Jackson Hole symposium, Chair Kevin Warsh delivered his clearest indication yet that additional rate increases may be necessary if inflation fails to make meaningful progress toward the Fed's 2% objective.

Warsh said recent inflation readings have not convinced him that the underlying trend has improved sufficiently. He also emphasized that the economy remains resilient, meaning the Fed may have room to maintain or increase monetary restraint rather than automatically moving toward lower rates.

Markets responded quickly. Reuters reported that the probability of a September rate hike rose from roughly 35% to 60% following Warsh's remarks, while short-term Treasury yields moved sharply higher.

2. The Treasury market is now facing a different rate environment

The immediate market reaction was concentrated at the short end of the Treasury curve, but the implications extend much further.

The 2-year Treasury yield rose to about 4.35%, while the 10-year yield moved to approximately 4.72% after Warsh's speech. The increase reflects a market that is beginning to price a higher probability of restrictive monetary policy lasting longer — or becoming tighter again.

That matters because the United States must continually refinance existing debt while issuing enormous quantities of new debt.

Higher interest rates therefore create a difficult feedback loop:

Higher inflation → tighter Fed policy → higher yields → more expensive government borrowing → greater pressure on the federal budget.

The longer that cycle persists, the more important Treasury yields become to the broader financial system.

3. The dollar gets an initial boost — but the longer-term test is more complicated

Normally, expectations for higher U.S. interest rates are supportive of the dollar because higher yields can attract global capital toward dollar-denominated assets.

That reaction is already visible. The dollar strengthened following Warsh's remarks as markets reassessed the likelihood of additional tightening.

But there is another side to the equation.

Higher yields are good for the dollar only if investors interpret them as evidence of monetary credibility rather than evidence of rising fiscal stress.

That distinction is becoming increasingly important.

If investors believe the Fed is willing to keep rates sufficiently high to restore price stability, the dollar can benefit from higher real returns and renewed confidence in U.S. monetary policy.

If investors instead conclude that Treasury borrowing requirements are becoming the dominant force behind higher yields, the signal becomes more complicated.

Why This Matters

The significance of Warsh's speech extends beyond the September rate decision.

For years, the global financial system has operated around the assumption that U.S. Treasuries are the foundational safe asset and the dollar is the dominant reserve currency.
That system depends partly on confidence that the United States can finance its enormous debt while maintaining monetary stability.
The current environment is testing both sides of that equation.
The Fed wants sufficiently tight financial conditions to control inflation. The Treasury, meanwhile, must finance a massive fiscal deficit at whatever interest rates the market demands.
Those objectives can coexist — but they become increasingly difficult to balance as debt service costs rise.

Why It Matters to Foreign Currency Holders

For foreign-currency holders, the important issue is not simply whether the dollar rises or falls on any particular day.

The larger issue is how the world's major currencies respond to a changing U.S. interest-rate and debt environment.

If higher U.S. rates attract capital back toward dollar assets, the dollar could strengthen against currencies whose central banks remain more accommodative.
But if persistent U.S. deficits and rising debt-service costs eventually become a greater concern for global investors, currency diversification could become more important.
That is particularly relevant to the broader movement toward local-currency trade, alternative payment systems and greater reserve diversification.
The global financial system does not have to abandon the dollar for diversification to matter. Even a gradual shift in the percentage of international trade, reserves and financial transactions conducted outside the dollar can alter the architecture at the margin.

Implications for the Global Financial Reset

Debt is becoming a monetary-policy variable

The United States cannot separate interest-rate policy from its fiscal position indefinitely. Every additional increase in borrowing costs affects the government's future financing requirements.

That makes the Treasury market increasingly important to the global financial system — not simply as an investment market, but as a measure of confidence in U.S. fiscal and monetary policy.

The dollar's next test may come from the bond market

A stronger dollar caused by higher Fed rates would reinforce the existing financial system.

But a situation in which higher Treasury yields coexist with questions about U.S. debt sustainability would represent something very different.

That is the financial signal worth watching.

What to Watch Next

The next major signals will come from:

September's inflation data and employment reports
The Fed's September 15–16 policy meeting
The 2-year and 10-year Treasury yields
Demand at upcoming Treasury auctions
The dollar's response to higher U.S. yields
Any evidence that Treasury borrowing costs are beginning to influence fiscal or monetary policy

The most important question is no longer simply “Will the Fed cut rates?”

It is whether the United States can maintain price stability, affordable debt financing and confidence in the dollar at the same time.

Bottom Line

Kevin Warsh has put inflation back at the center of the Federal Reserve's policy debate, and markets are already responding by pricing a greater possibility of higher rates.

That creates a new three-way tension between the Fed, the Treasury and the dollar.

If higher rates restore confidence in U.S. monetary stability, the dollar could benefit. If higher yields increasingly reflect the cost of financing America's debt, the same Treasury market could become a source of pressure on the currency.

The next phase of the global financial reset may therefore be determined not by a single rate decision, but by how the world responds when U.S. monetary tightening collides with America's unprecedented debt burden.

Sources

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Rob Cunningham: What if we’ve been Right about XRP but Measuring the Wrong Clock?

Rob Cunningham: What if we’ve been Right about XRP but Measuring the Wrong Clock?

8-28-2026

XRP ARMY: WHAT IF WE’VE BEEN RIGHT… BUT MEASURING THE WRONG CLOCK?

We all know the headline: XRP settles in ~3–5 seconds.

But settlement speed ≠ economic reuse speed.

That distinction may completely change the XRP calculus.

Rob Cunningham: What if we’ve been Right about XRP but Measuring the Wrong Clock?

8-28-2026

XRP ARMY: WHAT IF WE’VE BEEN RIGHT… BUT MEASURING THE WRONG CLOCK?

We all know the headline: XRP settles in ~3–5 seconds.

But settlement speed ≠ economic reuse speed.

That distinction may completely change the XRP calculus.

If XRP simply bridges: ASSET A → XRP → ASSET B

…it may be economically occupied for seconds.

But if XRP is also supporting liquidity across currencies, stablecoins, tokenized securities and other assets, some XRP will remain economically committed for minutes, hours, days or longer.

Same XRP.
Same fast ledger.
Very different capital velocity.

And THAT changes the question.

Stop asking only: “How many times can XRP theoretically settle each day?”

Start asking: “How many times can the economically AVAILABLE XRP actually be reused each day?”

Now XRP utility becomes something closer to:

VALUE × TIME ÷ AVAILABLE XRP

How much value needs XRP? × How long does it need XRP? ÷ How much XRP is actually available for the next job?

That’s the mindset shift.

A 3–5 second settlement network can remain breathtakingly fast while portions of its liquidity become economically occupied for far longer.

And even a relatively small percentage of longer-duration liquidity commitments can dramatically reduce effective XRP reuse.

Which means the future XRP question may not simply be: “How much value can XRP move?”

It may be: “HOW MUCH ECONOMIC CAPACITY MUST EACH AVAILABLE XRP CARRY?”

Don’t accept this because it’s bullish.

Don’t reject it because it’s unfamiliar.

Attack the assumptions. Change the VET/LBO mix. Change occupancy time. Change available supply. Run the math.

Confidence doesn’t come from somebody predicting our favorite XRP price target.

It comes from understanding the machinery deeply enough that you no longer need someone else to tell you what to believe.

Maybe the XRP community hasn’t been wrong.

Maybe we’ve simply been watching one clock… when XRP’s emerging liquidity economy requires us to understand two.

SETTLEMENT measures SPEED.

OCCUPANCY measures SCARCITY.

UTILITY determines the MIX.

PRICE provides CAPACITY.

Same XRP.

Entirely different calculus.

My Full KUWL Analysis: https://robcunningham.substack.com/p/the-next-layer-of-xrp-understanding

Source(s):
• https://x.com/KuwlShow/status/2093102360415387990

https://dinarchronicles.com/2026/08/28/rob-cunningham-what-if-weve-been-right-about-xrp-but-measuring-the-wrong-clock/

Dinar Recaps 20 8/28/26 Dinar Recaps 20 8/28/26

Dollar's Final Break? “RUSH TO THE EXITS” Could Trigger Global Financial CHAOS | Robert Kientz

Dollar's Final Break? “RUSH TO THE EXITS” Could Trigger Global Financial CHAOS | Robert Kientz

Liberty and Finance: 8-27-2026

The U.S. dollar and Treasury markets could be approaching a critical breaking point as rising debt, persistent inflation, and declining confidence put increasing pressure on the financial system, according to Rob Kientz of the Freedom Report.

Kientz argues that de-dollarization may unfold slowly at first, but could suddenly accelerate when the next recession forces nations to “rush to the exits” and rotate out of dollars and U.S. bonds.

Dollar's Final Break? “RUSH TO THE EXITS” Could Trigger Global Financial CHAOS | Robert Kientz

Liberty and Finance: 8-27-2026

He warns that a bond-market crisis could trigger massive losses across banks, pensions, corporations, and financial markets while capital seeks alternative assets such as gold and silver.

Kientz also explains why the Federal Reserve is trapped between fighting inflation with higher rates and protecting an economy burdened by unprecedented debt, while predicting continued strength in precious metals and significant outperformance from mining stocks.

With gold potentially retesting $5,500 and silver potentially surpassing $100 this year, Kientz sees the beginning of a broader commodity supercycle—and warns investors to prepare for a potentially historic shift in global capital flows.

INTERVIEW TIMELINE:

0:00 Intro

1:10 US debt crisis

15:20 Jackson Hole meeting

24:30 Miners & gold

28:20 Gold confiscation

29:45 Last thoughts

https://www.youtube.com/watch?v=5sj0Ro0Ch90

DINARRECAPS8 8/28/26 DINARRECAPS8 8/28/26

Seeds of Wisdom RV and Economics Updates Friday Afternoon 8-28-26

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The Strait of Hormuz Becomes a Financial Negotiation: Oil, Sanctions and the Global Economy

The six-month Iran conflict has reached a potentially important new phase as diplomacy increasingly centers on reopening the Strait of Hormuz — turning a military chokepoint into a negotiating instrument with consequences for oil, inflation, sanctions and the global financial system.

Good Afternoon Dinar Recaps,

The Strait of Hormuz Becomes a Financial Negotiation: Oil, Sanctions and the Global Economy

Overview

The Strait of Hormuz is becoming much more than a military or energy-security issue.
It is now a central bargaining point in the broader U.S.-Iran confrontation, with mediators pressing for the restoration of commercial shipping while Iran prepares conditions for reopening the waterway.
Before the war, roughly 20% of global oil supplies moved through the Strait of Hormuz. Today, shipping remains dramatically below normal levels, even as the United States says it has cleared Iranian mines and oil markets have begun responding to signs that more crude is finding its way through alternative routes and limited traffic.
That makes Hormuz a direct connection between geopolitics and global finance.

Key Developments

1. Diplomacy is increasingly focused on reopening Hormuz

Qatar and Pakistan are helping mediate efforts to restore freedom of navigation through the strait. Iran says it is preparing a list of conditions for reopening the waterway, while Qatar has emphasized the importance of returning to the pre-war system of open commercial shipping.

The United States continues to insist that Hormuz must remain an open international waterway. Iran, however, has linked reopening to broader demands that have included sanctions relief, an end to the U.S. blockade and compensation.

This creates an important shift.

The reopening of a major global energy artery is now part of the diplomatic price being negotiated to end or de-escalate the conflict.

2. Oil markets are already pricing the possibility of greater flows

Oil prices moved lower today as traders assessed signs that more oil may be moving through the Gulf and that producers are adapting to the disruption.

Reuters reports that oil was on track for a weekly decline, despite the diplomatic stalemate, as the market increasingly focused on the possibility of greater supply and a gradual normalization of Gulf energy flows.

That reaction is important because it demonstrates how quickly financial markets can begin pricing a geopolitical change before a formal agreement exists.

A sustained reopening of Hormuz could reduce the geopolitical premium embedded in crude prices.

A renewed closure or military escalation could reverse that trade just as quickly.

3. Washington's sanctions campaign adds another financial layer

At the same time that diplomacy is focusing on Hormuz, Washington is expanding economic pressure against Iran.

New U.S. sanctions are targeting additional Iranian-linked entities, while the administration is pressuring other countries to reduce commercial ties with Tehran or risk secondary sanctions. Iran's annual inflation has reached 66%, according to Reuters.

This creates a fascinating intersection between physical energy flows and financial flows.

The United States is attempting to restrict Iran's access to international finance at the same time that Iran retains leverage over one of the world's most important energy corridors.

Why It Matters

The Strait of Hormuz illustrates how closely energy security and financial security have become connected.

If oil remains expensive because shipping is restricted, inflation can remain elevated.
If inflation remains elevated, central banks may have less room to cut interest rates.
If interest rates remain higher, government borrowing costs remain elevated.
And higher borrowing costs place additional pressure on highly indebted governments around the world.

The chain is straightforward: Hormuz → Oil → Inflation → Interest Rates → Bonds → Currencies → Global Growth

That is why today's diplomatic developments deserve attention far beyond the Middle East.

Why It Matters to Foreign Currency Holders

For foreign-currency holders, the most important issue is how an energy shock affects relative currency strength and purchasing power.

Countries heavily dependent on imported energy can experience significant pressure on their currencies when oil prices rise. Energy exporters can experience the opposite effect as higher commodity revenues strengthen their external balances.

But there is another consideration.

The Iran conflict is demonstrating that access to international finance and access to physical commodities can be used together as instruments of geopolitical power.
Sanctions restrict financial channels.
Control over shipping routes influences physical commodities.
Together, they create a much broader form of economic pressure.
That could encourage more countries to diversify their trade relationships, payment mechanisms and reserve assets over time.

Implications for the Global Financial Reset

The Hormuz crisis is becoming another example of why the global financial system may be moving toward greater diversification rather than a simple replacement of the dollar.

The dollar remains central to international finance.

But countries facing sanctions risk or geopolitical uncertainty have greater incentives to develop:

Local-currency trade
Alternative payment systems
Bilateral settlement arrangements
Larger strategic commodity reserves
Greater gold holdings
Alternative energy transportation routes

The financial reset, therefore, may not happen through one dramatic announcement.

It may emerge through thousands of decisions by governments trying to reduce vulnerability to financial, energy and geopolitical chokepoints.

The Bigger Picture

Today's development is particularly important because the Strait of Hormuz is now sitting at the intersection of three negotiations.

There is a military negotiation over control of the waterway.
There is a diplomatic negotiation over the conditions required to reopen it.
And there is a financial negotiation over the consequences of sanctions, oil prices and access to global markets.

The fact that oil prices are already responding to the possibility of greater flows demonstrates how important the strait has become to global markets.

The ultimate outcome remains uncertain.

If Hormuz gradually reopens, oil could lose some of its geopolitical risk premium, easing inflation pressure and potentially giving central banks greater policy flexibility.

If the reopening fails, the opposite could occur: renewed supply concerns could push energy prices higher, complicating the inflation outlook and keeping pressure on bond markets and currencies.

That makes the next phase of the Iran conflict particularly important.

The Strait of Hormuz is no longer simply a passage for oil. It has become a bargaining chip connecting military power, sanctions, energy security and the global financial system.

The next major financial move may come not from Wall Street, but from whether the world's most important energy chokepoint becomes a pathway to de-escalation — or another source of global economic pressure.

Seeds of Wisdom Team

Newshounds News™ Exclusive

Sources

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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

Start Here room with Most Asked Questions Link

Follow the Gold/Silver Rate COMEX

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Thank you Dinar Recaps

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MilitiaMan & Crew: Iraqi Dinar: What You Need to Know About Today's Developments

MilitiaMan & Crew: Iraqi Dinar: What You Need to Know About Today's Developments

8-28-2026

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

Follow MM on X == https://x.com/Slashn

MilitiaMan & Crew: Iraqi Dinar: What You Need to Know About Today's Developments

8-28-2026

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

Follow MM on X == https://x.com/Slashn

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

https://www.youtube.com/watch?v=PAL6gXM6OLg

DINARRECAPS8 8/28/26 DINARRECAPS8 8/28/26

Seeds of Wisdom RV and Economics Updates Friday Morning 8-28-26

Good Morning Dinar Recaps,

When the Fed and Treasury Pull in Different Directions: U.S. Debt, Inflation and the Next Rate Regime

As Federal Reserve Chair Kevin Warsh prepares to speak at Jackson Hole, markets are watching for clues about interest rates, inflation and the future of U.S. monetary policy — while the Treasury pursues its own strategy to manage long-term borrowing costs.

Good Morning Dinar Recaps,

When the Fed and Treasury Pull in Different Directions: U.S. Debt, Inflation and the Next Rate Regime

Overview

The U.S. financial system has reached an important crossroads.

The Federal Reserve is confronting persistent inflation and deciding how restrictive monetary policy needs to remain, while the Treasury is working to manage the government's enormous borrowing needs and long-term financing costs.

Those objectives do not always point in the same direction.

That tension is coming into sharper focus today as Fed Chair Kevin Warsh delivers his first major Jackson Hole speech. Investors are looking for clues about whether the Fed will emphasize inflation control, provide clearer guidance on future rate decisions, or maintain Warsh's relatively limited approach to forward guidance.
At the same time, Treasury Secretary Scott Bessent has been pursuing measures intended to influence the long end of the Treasury market, including expanded Treasury buybacks.

The result is a much larger question than whether the Fed cuts rates in September:

Who ultimately determines the price of money — the Federal Reserve, the Treasury market, or the government's growing financing requirements?

Key Developments

1. Warsh's Jackson Hole speech could redefine the Fed's policy message

Markets have been looking for greater clarity from Warsh since he became Fed chair. His decision to provide relatively little forward guidance has contributed to uncertainty over the path of monetary policy.

Today's speech gives him an opportunity to clarify how the Fed intends to respond if inflation remains above its 2% target.

Several Fed officials have supported the possibility of additional rate increases, while investors have been trying to determine whether the central bank will ultimately prioritize inflation control or respond to signs of economic weakness.

The distinction is critical.

If the Fed keeps policy restrictive, government borrowing costs could remain elevated.

If it moves toward lower rates while inflation remains persistent, markets could question whether inflation is being given sufficient priority.

2. The Treasury has a different problem: the cost of financing $40 trillion of debt

The United States has now crossed the $40 trillion public-debt threshold, dramatically increasing the importance of interest rates to federal finances.

Treasury Secretary Bessent has been pursuing a strategy that includes larger buybacks of longer-dated Treasury securities, designed in part to improve market liquidity and potentially reduce pressure at the long end of the yield curve. Treasury has said its first expanded bond buyback is scheduled for September 10.

That creates an unusual policy dynamic.

The Treasury wants to manage its financing costs and maintain orderly demand for government debt.

The Fed, meanwhile, must remain focused on inflation and monetary conditions.

Those goals can overlap — but they can also conflict.

3. The bond market is becoming the referee

This may ultimately be the most important part of the story.

Even if policymakers want lower borrowing costs, investors still determine the yields at which Treasury securities are ultimately financed.

Reuters has noted that long-term Treasury yields have come under pressure amid uncertainty over Fed policy, while the Treasury's efforts to influence the long end of the curve have added another layer to the market's debate.

That means the bond market is increasingly acting as a constraint on both fiscal and monetary policy.

If investors demand higher yields because of inflation, debt supply or concerns about fiscal sustainability, policymakers cannot simply declare borrowing costs lower.

The market has to agree.

Why It Matters

The U.S. financial system has historically relied on a relatively clear division of responsibilities:

The Fed controls monetary policy. The Treasury manages government financing. The bond market prices the risk.

That division becomes more complicated when the government carries enormous debt and changes in interest rates have increasingly significant consequences for federal finances.

Higher rates help the Fed fight inflation, but they also increase the government's interest expense.
Lower rates can reduce financing costs, but if inflation remains elevated, they can weaken confidence in the Fed's commitment to price stability.

This creates a difficult balancing act.

The larger the debt becomes, the more important the relationship between monetary policy and the Treasury market becomes.

Why This Matters to Foreign Currency Holders

For foreign-currency holders, this is particularly important because U.S. interest rates remain one of the most powerful forces influencing global currencies and capital flows.

Normally, higher U.S. yields can make dollar-denominated assets more attractive and support the dollar.

But that relationship becomes less straightforward if yields rise because investors are demanding compensation for inflation, debt and fiscal risk.

The distinction is crucial.

A higher yield generated by strong economic growth is very different from a higher yield generated by concerns about the government's ability to finance its obligations.

If markets increasingly view Treasury yields through the second lens, the traditional relationship between higher yields and a stronger dollar could become less reliable.

That would be a significant development for the international monetary system.

Implications for the Global Financial Reset

The emerging tension between the Fed, Treasury and bond market is another indication that the next phase of the global financial system may be shaped as much by sovereign debt as by currencies themselves.

The United States does not need to lose its reserve-currency position for the financial system to change.

Instead, the transition could occur gradually as governments and investors respond to:

Record sovereign debt
Higher long-term borrowing costs
Persistent inflation
Central-bank policy uncertainty
Greater use of gold as a reserve asset
Expansion of local-currency trade
Alternative cross-border payment systems

The critical question is whether the dollar's strength continues to rest primarily on the size and liquidity of U.S. financial markets — or whether the growing U.S. debt burden eventually becomes a larger consideration in how global investors allocate reserves.

The Bigger Picture

Today's Jackson Hole speech is important because it comes at the intersection of three powerful forces: inflation, government debt and monetary policy.

The Fed wants to preserve price stability.

The Treasury wants to manage an enormous financing requirement.

And the bond market wants to be compensated for the risks it sees.

Those three forces do not always move together.

The outcome could determine much more than the next interest-rate decision.

It could influence Treasury yields, the dollar, gold, global capital flows and the willingness of foreign investors to continue absorbing U.S. government debt at current prices.

The deeper story is therefore not simply whether the Fed cuts or raises rates.

It is whether the United States can maintain monetary credibility while simultaneously managing an unprecedented debt burden and a bond market that is demanding a larger voice in the price of money.

The next phase of the global financial reset may be shaped by the answer to one question: Can monetary policy, fiscal policy and the bond market remain aligned when the cost of U.S. debt becomes too large to ignore?

This is not simply a Fed story — it is a story about who ultimately sets the price of money in a highly indebted global financial system.

Seeds of Wisdom Team

Newshounds News™ Exclusive

Sources

~~~~~~~~~~

🌱 A Message to Our Currency Holders🌱

Seeds of Wisdom Team
Newshounds News

~~~~~~~~~~

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

Start Here room with Most Asked Questions Link

Follow the Gold/Silver Rate COMEX

Follow Fast Facts

Seeds of Wisdom Team™Website

Thank you Dinar Recaps