Forwarded from Breakfast with Tiffany
Mark’s Morning 01-12-26
Unfortunately I do not have any fun Bond rumors since early Saturday but boy we had some hum dingers; most pointing to the belief that things click off somewhere around Tuesday or Wednesday this week on the Currency side. I think Bonds should see a very interesting rest of 48 hours to get what they have been told, overnight Friday into Saturday is accurate.
Unfortunately I do not have any fun Bond rumors since early Saturday but boy we had some hum dingers; most pointing to the belief that things click off somewhere around Tuesday or Wednesday this week on the Currency side. I think Bonds should see a very interesting rest of 48 hours to get what they have been told, overnight Friday into Saturday is accurate.
Forwarded from RVhighlights
Think about what I told you all a couple of days ago. Donald Trump said it would be imposed for America to pay back all the tariff money if the SCOTUS rules against it. So what would be the next logical step to even attempt a repatriation? Currency revaluation. Starting with the Iraqi Dinar.
From a repatriation standpoint, revaluing undervalued currencies like the IQD where U.S. holdings exceed $10 billion in physical notes per off-books estimates could inject $10-15 trillion in unlocked value if pegged at 1:1 USD or higher, offsetting refunds by monetizing post-Saddam dinar stockpiles accumulated since 2003.
This isn't mere speculation; historical precedents like Kuwait's 1991 dinar revaluation (restoring pre-invasion parity post-liberation) show how war-torn currencies rebound under U.S. influence, with Iraq's oil-backed reserves (5th largest globally at 145 billion barrels) providing a stronger foundation than Kuwait.
Remember most of the world is clueless about this.
Geopolitically, China's and Russia's shift to paying U.S. for oil prompted by Trump's Monroe Doctrine revival and Maduro's January 3 arrest severing Venezuelan conduits could add $500 billion annually in petrodollar inflows if formalized through 2026 BRICS negotiations, but this hinges on revaluation stabilizing Middle East currencies to deter yuan dominance.
Ariel
From a repatriation standpoint, revaluing undervalued currencies like the IQD where U.S. holdings exceed $10 billion in physical notes per off-books estimates could inject $10-15 trillion in unlocked value if pegged at 1:1 USD or higher, offsetting refunds by monetizing post-Saddam dinar stockpiles accumulated since 2003.
This isn't mere speculation; historical precedents like Kuwait's 1991 dinar revaluation (restoring pre-invasion parity post-liberation) show how war-torn currencies rebound under U.S. influence, with Iraq's oil-backed reserves (5th largest globally at 145 billion barrels) providing a stronger foundation than Kuwait.
Remember most of the world is clueless about this.
Geopolitically, China's and Russia's shift to paying U.S. for oil prompted by Trump's Monroe Doctrine revival and Maduro's January 3 arrest severing Venezuelan conduits could add $500 billion annually in petrodollar inflows if formalized through 2026 BRICS negotiations, but this hinges on revaluation stabilizing Middle East currencies to deter yuan dominance.
Ariel
Forwarded from Insider Paper
BREAKING: About 2,000 people including security personnel have been killed in protests in Iran, an Iranian official said on Tuesday, the first time authorities have acknowledged the high death toll from an intense crackdown on two weeks of nationwide unrest — Reuters
Forwarded from Koukla
https://www.zerohedge.com/political/yes-yes-and-yes-bessent-signals-probe-dark-money-ngos-begins-amid-color-revolution-threat JOIN US @ KOUKLA’S CORNER: https://news.1rj.ru/str/+2UyXSQTpyR01NWEx
ZeroHedge
"Yes, Yes, And Yes": Bessent Signals Crackdown On Dark-Money NGO Protests 'Just Like We Did With The Mafia'
"And again, what we do is follow the money—just like we followed it with the mafia, just like we follow it. We'll find out who's done this."
Forwarded from MAYHEM MEL NEWS
Capital One, Amex Shares Sink on Trump’s Credit-Card Threat
https://finance.yahoo.com/news/barclays-us-bank-shares-slide-103541808.html
https://finance.yahoo.com/news/barclays-us-bank-shares-slide-103541808.html
Yahoo Finance
Capital One, Amex Shares Sink on Trump’s Credit-Card Threat
Capital One, the largest US card issuer, tumbled 6.4% in New York, the biggest decline in nine months, after the president surprised the industry with a move he said could go into effect next week. American Express dropped 4.3% and JPMorgan Chase & Co.,…
Forwarded from Tironianae 🍊 🍊 Z. - Ultra Verbum Vincet (Maria (Mo))
🚨🚨 Iran’s currency has officially collapsed.
Time for the RV!!!
https://x.com/i/status/2010864649064087784
Time for the RV!!!
https://x.com/i/status/2010864649064087784
Forwarded from Cointelegraph
Forwarded from Cointelegraph
⚡️ Key Economic Events This Week:
Monday - Market response to Trump's 10% credit card rate cap proposal
Tuesday - December CPI Inflation data, October New Home Sales data
Wednesday - November PPI Inflation data, US Supreme Court Tariff Ruling Expected
Thursday - January Philly Fed Manufacturing Index
Volatile week incoming?
👍 - Yes!
👎 - No.
News | Markets | YouTube
Monday - Market response to Trump's 10% credit card rate cap proposal
Tuesday - December CPI Inflation data, October New Home Sales data
Wednesday - November PPI Inflation data, US Supreme Court Tariff Ruling Expected
Thursday - January Philly Fed Manufacturing Index
Volatile week incoming?
👍 - Yes!
👎 - No.
News | Markets | YouTube
Forwarded from RVhighlights
☝️☝️☝️
Swisher1776 🇺🇸
@swisher1776
🚨🏦IQD RV: BANKS ARE READY. ANCHOR BANKS ALIGNED UNDER MOF AND CBI
The Ministry of Finance has formally listed Iraq’s state banks under a single “Banks” tab, confirming centralized oversight and coordinated reform.
Rafidain Bank is now clearly positioned as the lead institution. The bank is operating under Central Bank of Iraq requirements, has adopted modern electronic banking systems, and is aligned with global banking standards. In 2025, Rafidain entered a three year professional partnership with the US firm K2 Integrity to strengthen governance, compliance, and financial integrity. The bank has also completed settlement of 87 percent of its external debt, including international claims.
Rasheed Bank is aligned alongside Rafidain and historically moves in parallel, particularly in government accounts, salary payments, and trade finance.
The Agricultural Bank and Industrial Bank are development banks. They do not set rates but operate under the national monetary framework, meaning alignment of systems and compliance is what matters, not pricing leadership.
The Real Estate Bank is domestically focused on housing finance and long term lending. Its role depends on currency stability rather than foreign exchange exposure.
Al Nahrain Islamic Bank operates under Islamic finance principles but remains fully integrated into national payment, compliance, and settlement systems.
This structure shows that Iraq’s banking system is being aligned hierarchically. Anchor banks first, development and specialty banks aligned operationally, all under centralized Ministry of Finance oversight and Central Bank standards.
This is not cosmetic. This is infrastructure.
Banks do not lead a rate change. Banks must be ready to receive the rate change. THEY ARE READY✅
11:01 PM · Jan 12, 2026
Swisher1776 🇺🇸
@swisher1776
🚨🏦IQD RV: BANKS ARE READY. ANCHOR BANKS ALIGNED UNDER MOF AND CBI
The Ministry of Finance has formally listed Iraq’s state banks under a single “Banks” tab, confirming centralized oversight and coordinated reform.
Rafidain Bank is now clearly positioned as the lead institution. The bank is operating under Central Bank of Iraq requirements, has adopted modern electronic banking systems, and is aligned with global banking standards. In 2025, Rafidain entered a three year professional partnership with the US firm K2 Integrity to strengthen governance, compliance, and financial integrity. The bank has also completed settlement of 87 percent of its external debt, including international claims.
Rasheed Bank is aligned alongside Rafidain and historically moves in parallel, particularly in government accounts, salary payments, and trade finance.
The Agricultural Bank and Industrial Bank are development banks. They do not set rates but operate under the national monetary framework, meaning alignment of systems and compliance is what matters, not pricing leadership.
The Real Estate Bank is domestically focused on housing finance and long term lending. Its role depends on currency stability rather than foreign exchange exposure.
Al Nahrain Islamic Bank operates under Islamic finance principles but remains fully integrated into national payment, compliance, and settlement systems.
This structure shows that Iraq’s banking system is being aligned hierarchically. Anchor banks first, development and specialty banks aligned operationally, all under centralized Ministry of Finance oversight and Central Bank standards.
This is not cosmetic. This is infrastructure.
Banks do not lead a rate change. Banks must be ready to receive the rate change. THEY ARE READY✅
11:01 PM · Jan 12, 2026
Forwarded from Cointelegraph