Seeds of Wisdom RV and Economics Updates Monday Evening 2-2-26

Good Evening Dinar Recaps,

Gold & Silver Rout Deepens as CME Margin Hikes Trigger Forced Liquidation

Volatility surges as futures markets tighten and confidence fractures

 Overview

• Gold and silver suffered a sharp follow-through selloff after CME Group raised margin requirements.

• The move came days after Kevin Warsh’s nomination as Federal Reserve chair rattled markets.

• Analysts describe price action as forced liquidation, not a collapse in long-term fundamentals.

• Stronger dollar dynamics and futures-market mechanics amplified downside pressure.

Key Developments

1. CME Margin Increase Accelerates Selloff
CME Group raised margin requirements on precious-metal futures, forcing leveraged traders to either post additional capital or liquidate positions. The move intensified selling pressure that began late last week, particularly in silver, which is more sensitive to speculative leverage.

2. Gold Suffers Historic Two-Day Decline
Spot gold fell another 3% to roughly $4,718 an ounce, following a nearly 10% plunge on Friday. From its January 29 peak near $5,595, gold has shed close to $900 in a matter of days — one of the sharpest pullbacks on record in nominal terms.

3. Silver Volatility Reaches Extreme Levels
Silver dropped more than 3% on the session to about $81.75, extending a collapse of roughly 32% from its recent high above $121. Analysts emphasized that silver’s steep decline reflects its thinner liquidity and heavier exposure to futures-driven positioning rather than a breakdown in industrial demand.

4. Dollar Strength Adds Pressure
The U.S. dollar index climbed following the Fed nomination news, making dollar-priced bullion more expensive for international buyers. The currency move compounded selling across metals, with platinum and palladium also sliding.

Why It Matters

This episode underscores how paper-market mechanics, not physical supply and demand, often dictate short-term pricing in precious metals. Margin hikes act as a brake on speculative excess but can also expose how dependent pricing has become on leveraged futures rather than physical settlement.

Why It Matters to Foreign Currency Holders

For holders of foreign currencies and hard assets, the selloff highlights a key Global Reset dynamic: volatility spikes during policy transitions. As monetary leadership shifts and liquidity conditions tighten, assets traditionally viewed as safe havens can experience violent corrections before longer-term trends reassert themselves.

Implications for the Global Reset

Pillar 1 – Monetary Transition Stress
The reaction to the Fed chair nomination signals how sensitive markets are to perceived shifts in monetary philosophy. Sudden repricing events suggest confidence in policy continuity is fragile.

Pillar 2 – Paper vs. Physical Divide
Repeated margin hikes reinforce concerns about futures markets functioning as price-control mechanisms rather than true discovery tools. Each forced liquidation event strengthens the argument that physical metals markets are increasingly disconnected from paper pricing.

Analysis

Based on Reuters reporting, the selloff appears less about a rejection of gold and silver as monetary assets and more about systemic leverage unwinding. Margin hikes historically mark inflection points rather than trend endings. While prices may remain volatile in the near term, the structural drivers supporting precious metals — sovereign debt expansion, currency fragmentation, and geopolitical risk — remain firmly in place.

This is not just a commodities story — it’s a stress test of the financial plumbing during a global monetary transition.

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources

• Reuters – Gold, silver slide as CME raises margins, dollar strengthens

• CME Group – Performance Bond (Margin) Requirements – Metals

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EU’s $955B Recovery Fund Faces a Reality Check

Europe’s post-pandemic stimulus stabilised economies — but structural transformation remains elusive

Overview

The European Union’s €955 billion ($955B) NextGenerationEU recovery fund, launched in 2020 as the bloc’s largest stimulus since the Marshall Plan, was designed to do more than rescue economies from the COVID shock. Its ambition was transformational: accelerate digitalisation, decarbonisation, productivity, and long-term strategic autonomy.

Five years on, with final payout deadlines approaching, evidence on the ground shows visible projects but uneven results, raising questions about whether the fund can truly reshape Europe’s economic trajectory.

Key Developments

1. Massive Ambition, Slower Execution

The recovery fund broke historic taboos by introducing joint EU borrowing and tying spending to reform milestones. While leaders credit it with stabilising economies during the pandemic, implementation has lagged. Of more than €700 billion originally allocated, around €182 billion remains undistributed, according to Reuters calculations based on EU data.

Growth across the bloc has remained weak relative to the United States and China, undercutting hopes that the fund would deliver a rapid productivity surge.

2. Bureaucracy and Skills Gaps Limit Impact

Across Europe, projects funded by the programme highlight persistent bottlenecks. In Spain, EU-backed digital and AI-driven agricultural initiatives improved data capabilities but failed to secure long-term talent pipelines or sustainable business models once EU funding expires.

Small and medium-sized enterprises — a core target of the fund — have struggled with complex application criteria and administrative burdens, slowing uptake and limiting multiplier effects.

3. Italy and Spain Expose Structural Weaknesses

Italy and Spain account for more than half of total allocations, making their performance central to judging the programme. Italy’s €194 billion plan has been revised six times, with renegotiations delaying spending and scaling back social infrastructure goals such as childcare expansion.

Spain formally declined more than €60 billion in loans, citing supply-chain disruptions, technical difficulties, and improved access to private capital markets that reduced the appeal of EU debt.

4. Deadlines Loom, Extensions Take Priority

As deadlines approach, governments are shifting focus from speed to flexibility. Countries must implement reforms by late summer and request final payments by the end of September. Spain and Italy have both secured approval to extend spending timelines beyond 2026, aiming to preserve impact rather than rush inefficient disbursements.

EU officials argue that effects on productivity will become clearer as implementation accelerates, while economists see limited extensions as pragmatic — provided they are paired with credible structural reforms.

Why It Matters

NextGenerationEU was meant to reset Europe’s growth model, strengthen strategic autonomy, and position the bloc for intensified global competition amid rising pressure from China and a less predictable United States. Its mixed performance now shapes debates over whether joint borrowing and EU-level industrial policy should become permanent tools rather than emergency measures.

Why It Matters to Foreign Currency Holders

• Joint EU debt issuance alters euro-area fiscal dynamics

• Weak productivity gains limit long-term euro strength

• Extended timelines signal continued reliance on monetary and fiscal support

• Structural reform delays heighten divergence risk within the euro zone

Implications for the Global Reset

Pillar 1 — Limits of Stimulus Without Structural Reform

The recovery fund demonstrates that large-scale spending alone cannot overcome entrenched structural constraints without streamlined governance and execution capacity.

Pillar 2 — Europe’s Strategic Autonomy Question

Europe’s ability to translate stimulus into durable industrial and technological capacity will determine whether it can act independently in a fragmenting global system.

The EU proved it could borrow together — but transforming an economy is harder than stabilising one.

The true verdict on Europe’s recovery experiment is still being written.

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources

• Reuters — EU recovery fund struggles to deliver economic transformation as deadlines near

• Modern Diplomacy — EU €955 Billion Recovery Fund Struggles to Transform Economy

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Trump’s Shutdown Isn’t About ICE — It’s an Economic War

Why the fight over immigration masks a deeper battle over global finance and American sovereignty

Overview

A growing political standoff framed by the media as an immigration crisis is, according to this analysis, something far larger: a confrontation between Trump’s revival of the American System of economics and the globalist free-trade and central-bank model. The federal shutdown, state resistance, and escalating rhetoric about “civil war” are presented as reactions to an economic realignment — not immigration enforcement.

Key Developments

1. Shutdown Framed as Immigration Revolt — But Something Else Is Driving It

Democratic governors in Minnesota, New Jersey, and New York publicly tied the government shutdown to opposition against ICE enforcement. However, the transcript argues this framing obscures the real trigger: Trump’s economic declaration of war against the global free-trade system, announced through trade, tariffs, and industrial policy.

2. “Fort Sumter 2.0” Rhetoric Emerges

Several Democratic officials warned that federal immigration enforcement could spark a new civil war. The transcript likens this rhetoric to pre–Civil War escalation tactics, suggesting deliberate provocation designed to force federal retreat or trigger constitutional conflict.

3. Trump Declines the Confrontation — Shifts the Battlefield

Rather than directly engaging sanctuary states, Trump announced that:

• Federal law enforcement will not assist sanctuary states with crime enforcement unless requested

• Federal assets and personnel will be protected aggressively

• Immigration enforcement will continue regardless of state resistance

This effectively transfers the fiscal and political cost of sanctuary policies back to the states themselves.

4. Justice Department and Election Investigations Expand

The transcript claims:

• A new DOJ prosecutor reporting directly to the President will target fraud within public programs in blue states

• The FBI raided an election warehouse in Fulton County, Georgia

• Allegations of foreign involvement in the 2020 election are under review

• A Florida grand jury is reportedly examining officials tied to “Russiagate”

These developments are described as fueling panic within Democratic leadership networks.

Lincoln’s Playbook: Why This Fight Is Economic

The transcript frames the conflict as a modern replay of Abraham Lincoln’s battle against British free-trade dominance, contrasting:

• The American System: tariffs, national banking, internal improvements, domestic industry

• The Globalist Free-Trade System: financialization, central-bank control, cheap foreign labor

Trump’s policies are presented as a continuation of Hamilton–Lincoln economics, challenging a system allegedly preserved through globalization and mass immigration.

Why It Matters

This analysis argues that immigration is not the core issue — it is the pressure point. The true struggle is over:

• Who controls credit and currency

• Whether nation-states or global institutions set economic policy

• Whether production replaces speculation as the foundation of growth

The shutdown is portrayed as resistance to that shift.

Why It Matters to Foreign Currency Holders

• Challenges to dollar-centric global finance raise currency realignment risk

• Trade and tariff restructuring affect capital flows and reserve strategies

• A reduced role for central-bank dominance alters long-term monetary stability assumptions

Implications for the Global Reset

Pillar 1 — Collapse of the Free-Trade Orthodoxy

The transcript frames Trump’s agenda as dismantling the post-2008 bailout system tied to global finance, replacing it with national industrial sovereignty.

Pillar 2 — Return of State-Centered Economic Power

By reasserting Congressional and executive authority over trade, banking, and industry, the U.S. is portrayed as rejecting technocratic central-bank governance in favor of democratic control.

This is not an immigration fight — it is a declaration of independence from global finance.

And history suggests those battles are never small.

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources

• The Monday Brief — “Civil War? The REAL Reason for Trump’s Shutdown (IT’S NOT ICE)” (Transcript, Feb 2, 2026)

• Prometheian Action — Commentary and historical references cited within transcript

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“Time for Made in Europe” — EU Pushes Industrial Preference as China Pressure Mounts

Brussels weighs protection, competitiveness, and the cost of sovereignty

Overview

• EU industry chief Stéphane Séjourné is calling for a formal “Made in Europe” strategy.

• The proposal responds to surging low-cost imports from China and global industrial competition.

• The European Commission plans an Industrial Accelerator Act to favor EU-made products.

• Member states and major corporations are divided over costs, competitiveness, and inflation risks.

Key Developments

1. Brussels Signals Shift Toward Industrial Protection
Stéphane Séjourné, backed by more than 1,100 European business leaders, has urged the European Union to adopt a clear preference for locally made products in strategic sectors. The proposal reflects growing concern that Europe’s industrial base is being hollowed out by cheaper imports, particularly from China.

2. Industrial Accelerator Act Takes Shape
The European Commission is preparing an Industrial Accelerator Act aimed at prioritizing European production in key areas such as steel, pharmaceuticals, and utilities. Séjourné argues that without explicit support for European manufacturing, the EU risks losing quality jobs and strategic autonomy.

3. Business Community Split on “Made in Europe” Rules
While executives from steelmakers, drug producers, and utilities broadly support the initiative, major car manufacturers were notably absent from the endorsement. Automakers face complex global supply chains and warn that rigid definitions of “Made in Europe” could disrupt production and raise costs.

4. Member States Clash Over Economic Impact
France has emerged as a strong supporter of local-content requirements, framing them as essential for sovereignty and resilience. In contrast, countries such as Sweden and the Czech Republic caution that such rules could deter investment, increase prices, and weaken Europe’s global competitiveness.

Why It Matters

The debate marks a pivotal moment in Europe’s economic strategy. Moving toward industrial preference would represent a clear departure from decades of open-market orthodoxy and signal that resilience and sovereignty are now taking precedence over pure efficiency.

Why It Matters to Foreign Currency Holders

For foreign currency holders and global investors, Europe’s push toward localized production reinforces a broader Global Reset trend: regionalization of supply chains. As trade blocs prioritize internal production, currency alignments, trade flows, and capital allocation are likely to shift accordingly.

Implications for the Global Reset

Pillar 1 – De-Globalization and Trade Fragmentation
“Made in Europe” mirrors similar policies in the United States and China, accelerating the breakdown of fully globalized trade in favor of bloc-based economic systems.

Pillar 2 – Inflation vs. Sovereignty Trade-Off
Local-content requirements may protect jobs and industry, but they risk higher consumer prices. This tension highlights the growing willingness of governments to accept inflationary pressure in exchange for strategic control.

Analysis

Based on Reuters reporting, the EU’s industrial pivot reflects mounting anxiety over economic dependency in an increasingly fragmented world. While the Industrial Accelerator Act could strengthen Europe’s strategic sectors, it also exposes deep internal divisions over how much protection is too much. The outcome will shape not only Europe’s industrial future, but also the credibility of the EU as a unified economic actor during the Global Reset.

This is not just about manufacturing — it’s about who controls production, pricing, and power in the next economic order.

Seeds of Wisdom Team / Newshounds News™ Exclusive

Sources

• Reuters – EU industry chief urges “Made in Europe” push to counter China imports

• European Commission – EU Industrial Strategy and Strategic Autonomy

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Seeds of Wisdom Team RV Currency Facts Youtube and Rumble

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RV Facts with Proof Links Link

RV Updates Proof links - Facts Link

Follow the Gold/Silver Rate COMEX

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Thank you Dinar Recaps

Gold And Silver Are Fighting To Stabilize After A Historic Market Meltdown

Gold And Silver Are Fighting To Stabilize After A Historic Market Meltdown

Huileng Tan,Samuel O'Brient  Business Insider   Mon, February 2, 2026

• Gold and silver prices remained volatile after Friday's market meltdown.

• President Donald Trump's pick of Kevin Warsh as the next Fed chair hit the debasement trade.

• Both precious metals edged slightly higher on Monday morning after extending their slide earlier.

Precious metals were paring some of their steep losses on Monday, rising after briefly extending a historic sell-off that shook the market on Friday.

Gold was down by less than 1% at around $4,700 per ounce, after tumbling more than 10% on Friday in its worst decline since 2013. Despite the recent pullback, the metal remains up about 10% year to date.

Silver remained highly volatile, falling about 2% to around $77 an ounce after plunging as much as 36% on Friday, the biggest single-day loss since 1980.

The crash in metal markets came after Donald Trump tapped Kevin Warsh to run the Federal Reserve. Warsh is viewed as more hawkish and more likely to preserve the central bank's independence than other candidates.

That outlook hit the debasement trade — pushing the US dollar higher, weighing on dollar-denominated commodities such as gold and silver. As markets open in the US on Monday, though, conditions appear to have stabilized as both precious metals demonstrate an ability to rise above macro-driven volatility.

Most importantly, Warsh supports shrinking the Fed's balance sheet, which would ease fears of a weaker dollar and help explain recent declines in gold and silver prices, wrote Vishnu Varathan, Mizuho's Asia head of research excluding Japan, on Monday in Asia.

Meltdown after historic rally

Before the sell-off, gold had been on a blistering yearlong rally, fueled by heavy central bank buying and geopolitical tensions.

Those forces remain in place and now appear to be provide support, despite previous speculation.

"I think the fundamentals remain pretty well in place despite those risks around Fed independence," Daniel Hynes, a senior commodities analyst at ANZ , told Bloomberg TV, on Monday.

Hynes said broad geopolitical tensions continue to support the gold market, even as he expects price volatility to remain high.

"The general unbending of the world order that we hear about constantly, and the US's role within that, has really been at the crux of this haven buying, and I don't see that ending any time soon," he said.

However, analysts are continuing to warn on silver, whose gains have far outpaced gold in recent months due to speculative Chinese demand.

Ole Hansen, the head of commodity strategy at Saxo Bank, wrote on Friday that gold is susceptible to a pullback amid this month's surge in prices. However, price declines in gold are likely to be met with fresh demand.

But silver may struggle to keep pace with gold. Several finance pros have speculated that it will likely fall in the coming months.

To Continue and Read More:  https://www.yahoo.com/finance/news/gold-silver-keep-spiraling-market-021804162.html

FRANK26…..2-2-26…..THURSDAY AND SATURDAY

KTFA

Monday Night Video

FRANK26…..2-2-26…..THURSDAY AND SATURDAY

This video is in Frank’s and his team’s opinion only

Frank’s team is Walkingstick, Eddie and Omar in Iraq and guests

Playback Number: 605-313-5163   PIN: 156996#

https://www.youtube.com/watch?v=hP8NKmER_Fc

Trust Collapses as Gold Exposes the Accelerating Reset

Trust Collapses as Gold Exposes the Accelerating Reset

Gold Rush Hour:  2-1-2026

Gold just hit $5,000 and some are rushing to sell. But central banks are hoarding it.

Trust in the dollar is evaporating, and a monetary reset is already in motion.

If you're worried about inflation, debt, and the collapse of institutional credibility, this episode reveals why $5,000 gold may soon look cheap.

In a recent video conversation captured at a VR conference, industry experts gathered to discuss the current state of gold as a monetary asset amidst a backdrop of global economic uncertainty.

The consensus among the speakers was clear: gold remains a crucial safe-haven asset for investors looking to weather the storm.

The conversation emphasized the importance of adopting a long-term perspective when it comes to gold investment. Rather than reacting to short-term price fluctuations, investors should focus on the bigger picture.

With trust in traditional financial systems eroding, gold is increasingly seen as a reliable store of value. Central banks are buying gold at a rapid pace, while many retail investors are selling prematurely, driven by short-term price movements. This dichotomy highlights a significant opportunity for investors who can resist the temptation to time the market.

The speakers warned of a looming monetary reset and the potential for hyperinflation, drawing historical parallels with Weimar Germany’s devastating experience.

As global debt continues to balloon, the value of fiat currencies is likely to plummet, causing gold prices to skyrocket.

In this scenario, investors who have allocated a portion of their portfolio to gold will be well-positioned to weather the storm.

The conversation also touched on the effect of inflation and monetary policy on personal debt. With inflation on the rise, fixed-rate mortgages become effectively cheaper over time, making it a sound financial strategy to hold gold while paying down debt.

This counterintuitive approach can help investors build wealth while minimizing their exposure to the risks associated with fiat currencies.

Some investors may be hesitant to invest in gold, fearing they’ve “missed the boat.” However, the speakers argue that the fundamental value of gold relative to global debt implies a much higher intrinsic price.

With significant gains potentially on the horizon, waiting too long to invest in gold may prove costly. As the demand for gold continues to rise, acquiring it will become increasingly difficult and expensive.

As the global economic landscape continues to evolve, staying informed and adopting a long-term perspective will be crucial for investors seeking to protect their wealth.

In a world where uncertainty is the only constant, gold remains a beacon of stability.

By understanding its enduring value and adopting a sound investment strategy, investors can navigate the challenges ahead with confidence.

https://www.youtube.com/watch?v=ZyHC7oLg9mE

Seeds of Wisdom RV and Economics Updates Monday Afternoon 2-2-26

Good Afternoon Dinar Recaps,

IMF Signals Lower Global Inflation and the Need for Trade Integration

Inflation forecasts ease amid shifting global demand — but new IMF focus on trade cooperation highlights changing economic architecture.

 Overview

The International Monetary Fund (IMF) has revised its outlook for global inflation, predicting a continued decline through 2026 and into 2027. IMF Managing Director Kristalina Georgieva spoke at the Annual Arab Fiscal Forum in Dubai, emphasizing that softer demand and lower energy prices should bring global inflation down to around 3.8% in 2026, and further to about 3.4% by 2027. At the same time, the IMF is calling for greater trade integration to counter rising unilateral trade agreements and fragmentation, a stance with implications for international economic cooperation and monetary flows.

Key Developments

1. Global Inflation Projected to Decline Significantly
The IMF now forecasts that global inflation will continue its downward trajectory, with inflation expected to drop to 3.8% in 2026, from higher levels seen over previous years, and further to 3.4% in 2027. This outlook is supported by softening global demand and reduced energy prices, even as growth remains broadly resilient.

2. Trade Integration Prioritized Amid Rising Fragmentation
Georgieva stressed that trade integration is crucial in a world where unilateral trade agreements have proliferated. She noted that while global trade did not collapse as feared, it has grown only slightly more slowly than global output — underscoring the need for deeper cooperation rather than fragmented bilateral arrangements. “In the world of trade fragmentation, more trade integration is absolutely paramount,” she said.

3. Global Growth Holds Up Despite Headwinds
Despite geopolitical shifts, demographic change, and evolving trade policy dynamics, the IMF chief observed that overall global economic growth has held up “remarkably well.” This reflects a degree of resilience even as risks from protectionism, geopolitical tensions, and technological shifts continue to shape outlooks.

4. Implications for Policy and Cooperation
The IMF’s message signals a renewed emphasis on multilateral economic frameworks to sustain growth and manage inflation. In an era of rising protectionist pressures, stronger trade ties could help stabilize supply chains, support investment, and enhance productivity — factors seen as integral to long-term global stability.

Why It Matters

Falling inflation expectations reduce the pressure on central banks to maintain aggressive interest rate stances, which in turn shapes global capital flows, currency valuations, and debt servicing costs. At the same time, the call for trade integration indicates a potential pivot back toward cooperative economic frameworks — a notable shift from recent years’ trend toward bilateral or regional trade deals.

Why It Matters to Foreign Currency Holders

Foreign currency holders and reserve managers will be watching these developments closely:

• Lower inflation worldwide can bolster confidence in less volatile currency environments.

• Growing emphasis on trade integration could lead to more synchronized economic cycles — potentially stabilizing exchange rate pressures.

• Reduced volatility in global price levels may diminish demand for traditional inflation hedges, reshaping reserve diversification strategies.

These dynamics interact with broader monetary realignment narratives that underpin potential shifts in reserve currency composition and capital allocation preferences.

Implications for the Global Reset

Pillar 1 — Monetary Policy Evolution
Easing inflation allows major central banks more flexibility to balance growth and price stability. The shift may ease constraints on fiscal policy in some countries, with knock-on effects for currency strength and capital flows.

Pillar 2 — Trade and Cooperation as Structural Pillars
The IMF’s emphasis on trade integration underscores that economic architecture is not just monetary — it is also institutional and structural. Deeper trade cooperation can support more resilient global growth models that are less dependent on narrow monetary dominance.

The inflation winds are shifting — but the global economy’s direction will be shaped just as much by trade cooperation as by monetary conditions.

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources

1. IMF chief says global inflation to fall, trade integration is needed — Reuters/TradingView
   

2. IMF chief says global inflation to fall, trade integration is needed — The Economic Times (Reuters)

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BRICS Member Snubs America’s Drone Deal

Indonesia rejects security-linked trade pressure as BRICS alignment reshapes global diplomacy

This is not just a trade dispute — it’s a signal of shifting power dynamics in global negotiations.

Overview

BRICS member Indonesia has rejected a proposed U.S. deal to purchase American surveillance drones during sensitive trade negotiations with Washington, citing constitutional limits, national sovereignty, and regional security concerns. The move underscores a growing trend among emerging economies to resist security-linked trade conditions, particularly as geopolitical tensions rise in the South China Sea and the BRICS bloc continues to assert strategic independence.

Indonesia’s decision comes even as talks with the U.S. continue on fuel imports, tariff reductions, and expanded market access, highlighting a clear separation between economic cooperation and military or surveillance commitments.

Key Developments

1. Indonesia Rejects U.S. Drone Purchase Proposal
According to reports, Indonesia declined to include the purchase of American surveillance drones in a broader tariff and trade negotiation package with the United States. Officials cited constitutional constraints and emphasized that national defense decisions cannot be tied to trade concessions, marking a rare and direct pushback against Washington’s negotiation strategy.

2. Sovereignty and South China Sea Tensions Drive Decision
Indonesia’s rejection is widely viewed as an effort to ease tensions in the South China Sea, where surveillance and military assets are highly sensitive. By avoiding deeper security entanglements with the U.S., Jakarta aims to preserve its non-aligned posture and reduce the risk of escalation with China while maintaining regional balance within ASEAN.

3. BRICS Alignment Signals Strategic Shift
Indonesia joined BRICS in 2025, and its stance reflects a broader pattern within the bloc: emerging economies are increasingly unwilling to accept one-sided or coercive trade arrangements tied to defense or security obligations. This aligns with BRICS’ emphasis on sovereignty, multipolarity, and economic cooperation free from political conditionality.

4. Contrast With U.S. Trade Pressure Elsewhere
The development follows broader frustration with U.S. trade tactics. Even India, set to chair the BRICS summit, recently finalized a major trade agreement with the European Union, prompting criticism from U.S. Treasury Secretary Scott Bessent. The contrast highlights how partners are diversifying away from U.S.-centric trade frameworks.

Why It Matters

Indonesia’s decision marks a clear boundary between trade and security — a line many Global South nations are now drawing. The refusal weakens Washington’s ability to use defense deals as leverage and strengthens BRICS’ narrative of economic cooperation without political strings attached.

Why It Matters to Foreign Currency Holders

• Reduced reliance on U.S. security-linked trade frameworks supports currency diversification.

• Strengthening BRICS cohesion increases the likelihood of local-currency trade and settlement mechanisms.

• Sovereignty-first trade policies reduce exposure to U.S. policy volatility and sanctions risk.

Implications for the Global Reset

Pillar 1 — Decline of Security-Linked Dollar Diplomacy
Indonesia’s move signals diminishing effectiveness of U.S. leverage that combines trade access with defense commitments, weakening traditional dollar-centric influence channels.

Pillar 2 — Multipolar Trade Architecture Expands
As BRICS members and Global South nations resist coercive deals, trade is increasingly routed through alternative blocs, currencies, and institutions, accelerating the transition toward a multipolar economic order.

Indonesia’s “no” to Washington is a “yes” to sovereignty — and another quiet step toward a multipolar world.

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources

• Watcher.Guru — BRICS Member Snubs America’s Drone Deal

• Reuters — Indonesia stresses neutrality, sovereignty amid South China Sea tensions

~~~~~~~~~~

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

So... Is The Gold Boom Over?

So... Is The Gold Boom Over?

Notes From the Field By James Hickman (Simon Black)  February 2, 2026

It wasn’t until somewhat recent history that the price of gold was less than $1,000 per troy ounce. Now (as you probably know), the price of gold has just dropped by $1,000 in only a matter of days. Silver's decline was even more violent.

Much ink has already been spilled over this, suggesting that “the gold bubble has burst”. Naturally we have a different view.  It started on Thursday when the White House announced that Kevin Warsh would be nominated as the next Federal Reserve Chairman.

Warsh is known to be ‘hawkish’, prompting speculation that he would keep rates higher to combat inflation. A lot of people obviously viewed this as bad for gold, prompting an unprecedented wave of selling.

So is that it? Is the precious metals boom over?

Not by a long shot.

Again, I don't say that because of any fanaticism over precious metals. I don’t fall in love with any asset.

But I do understand the big picture story driving gold prices, and that story hasn't changed.

(Note: we're going to focus on gold in this article and leave silver for another time, since silver has different factors at play.)

The first thing that’s important to remember is the reason WHY gold reached such heights over the past few years: foreign central banks.

Central banks have always purchased gold as a strategic reserve asset; this is nothing new. In fact, in 2018 and 2019, before Covid upended the world, central bank gold purchases totaled roughly 650 metric tons.

By 2022, however, central banks started purchasing a LOT more gold— roughly 1,000 metric tons per year, a 50% increase over the long-term average.

The same thing happened in 2023. And again in 2024.

Those extra central bank gold purchases caused a surge in demand... and gold prices roughly doubled in price over that three-year period.

So what was so special about 2022 that prompted central banks to start buying more gold?

Simple. It was the start of a long-term trend of foreign countries losing faith in the US government.

They watched Joe Biden shake hands with thin air. They witnessed the humiliating debacle in Afghanistan. They observed rising US budget deficits and a national debt spiraling out of control. They saw inflation rising.

All of these events made foreign governments and central banks question how much they wanted to keep buying Treasury bonds.

But the real watershed moment came after the invasion of Ukraine.

The US government's response was to freeze Russian assets; Congress then soon passed the REPO Act, giving the President authority to seize Russian sovereign reserves.

This sent shockwaves through foreign governments around the world. Suddenly they felt like their money was no longer safe in America— that the US government could freeze their reserve assets without warning.

I'm not arguing whether this was right or wrong from a moral perspective. But from a practical standpoint, though, it had an obvious consequence: foreign countries wanted to start diversifying their reserve assets away from US dollars and from the United States.

And in their efforts to diversify away from the dollar, gold became the easiest strategic reserve asset for those foreign central banks to buy.

Again, the trend continued throughout 2023 and 2024.

2024 was particularly interesting because the gold price was clearly surging— almost exclusively due to foreign central bank demand.

Yet, despite gold’s obvious rise, individual investors weren’t having any of it. In fact, in 2024, gold ETF saw net OUTFLOWS totaling MINUS 2.9 metric tons. This means that individual investors were net sellers of gold, even as foreign central banks were buying by the ton.

2025 became the year gold went parabolic, rising to $4,500 by year end.

But the key growth driver in 2025 was not central banks. In fact, foreign central banks dialed back their purchases to around 800 metric tons last year—still more than normal, but less than the record 1,100 tons from 2024.

Individual investor demand made up the difference in a big way. Net ETF inflows swung from minus 2.9 tons to plus 801 tons. That's a massive turnaround. On top of that, there was significantly more demand for gold bars and coins.

Bottom line, much of gold’s very recent parabolic price move is because small (and large) investors piled in. Those investors are now dumping their gold because they’re spooked about Kevin Warsh.

Our readers should not be surprised by this pullback; we've been talking about the possibility of a short-term shakeout for some time.

And while I'm not smart enough to know what's going to happen next week or next month, it’s clear that the real story (i.e. foreign governments and central banks losing confidence in the United States Congress) has not gone away.

Think about it— America is deeply divided. The Federal Reserve is in crisis. The US government has shut down for the second time in four months. The national debt keeps rising (now $38.6 trillion). And hardly anyone in Congress seems to care.

Do you think all of this makes foreign governments and central banks want to hold more of their reserve assets in the US, or less?

We think the answer is clearly less, and hence the trend that began in 2022 will likely continue.

Foreign governments and central banks are sitting on $10+ trillion in foreign reserves— most of that parked in US dollars.

Their “extra” gold purchases since 2022 (i.e. they amount of gold they bought each year above the historic average) only totals around $100 billion, i.e. roughly ONE PERCENT of their reserves.

Would it be so crazy to assume that they might want to diversify TWO percent? Or maybe 5%? If so, there could be a LOT more money coming in to gold.

And if a mere 1% of foreign reserves cause the gold price to skyrocket, how high will the gold price go if they park 5% or more?

Again, this isn’t something that’s going to happen tomorrow. It’s a long-term trend. But the point is that the story hasn’t changed.

Remember that in the early 1970s, the gold price increased 5x for similar reasons— US deficits and fiscal woes. But gold peaked in 1975, then fell by a whopping 40%.

A lot of people thought the gold boom was over. But it wasn’t. Again, the story hadn’t changed.

And shortly after, gold resumed its rise, climbing another 8x. It took the election of Ronald Reagan in 1980— someone who was serious about restoring fiscal order— for the trend to finally stop.

I don’t know how far gold might fall. But I do know the fundamental story hasn’t changed.

It also seems pretty obvious that many gold companies (whose share prices have plummeted since Friday) are now quite cheap.

For example, one mining company we’ve written up in our premium investment research recently confirmed that their mining costs for this year will be $1,200 per ounce or less.

Their stock price is down substantially since Friday, which is crazy. The gold price could fall to $3,000, and the company would still be trading at a single-digit P/E ratio.

(Did I mention they’re debt-free and pay a healthy dividend?) There are plenty of other undervalued gold companies out there, so definitely consider giving our premium investment research a try.

To your freedom,   James Hickman   Co-Founder, Schiff Sovereign LLC

https://www.schiffsovereign.com/trends/so-is-the-gold-boom-over-154314/?inf_contact_key=69982acb4816f6b5978259c6fb3c33702294a318289bad97137125bd69e8bd38

“Tidbits From TNT” Monday 2-2-2026

TNT:

Tishwash:  Sudani arrives in Kurdistan Region at the head of a high-level political delegation

A visit that includes Erbil and Sulaymaniyah

Prime Minister Mohammed Shia al-Sudani arrived in the Kurdistan Region on Monday, leading a high-level political delegation, on an official visit that includes the governorates of Erbil and Sulaymaniyah.

The media office of Al-Sudani stated in a statement received by 964 Network that “Prime Minister Mr. Mohammed Shia Al-Sudani arrives in the Kurdistan Region of Iraq accompanied by a high-level political delegation on a visit that includes the governorates of Erbil and Sulaymaniyah.”  link

Tishwash:  President Barzani receives the Chargé d'Affaires of the US Embassy in Iraq

President Masoud Barzani received, on Sunday, February 1, 2026, in Pirmam, the Chargé d'Affaires of the US Embassy in Iraq, Joshua Harris, and the US Consul General in the Kurdistan Region, Wendy Green.

During the meeting, the US Chargé d'Affaires conveyed the thanks and appreciation of the President and Government of the United States to President Barzani for all the support and assistance he provided in order to reach the recent agreement between the Syrian government and the Syrian Democratic Forces.

Regarding the political process in Iraq, the US Chargé d'Affaires reiterated once again that the United States continues to support and stand for a strong Kurdistan Region within the framework of federal Iraq.

For his part, President Barzani welcomed the visiting delegation and expressed his gratitude for America’s role and supportive stances towards the people of Kurdistan, noting that without the United States’ position and support in 1991, we would not have been able to protect the achievements of the uprising or establish the Kurdistan Region’s parliament and government.

The two sides also exchanged views in detail and in depth on the political process in Iraq, and stressed the importance of adhering to the constitution. They also agreed on the need for Iraqis to decide their own affairs, on the basis of partnership, balance and consensus.

In this context, both sides expressed their welcome for the dialogues and consultations that were recently held in Baghdad to develop and formulate political mechanisms and scenarios that take into account the interests of Iraqis and ensure the strengthening of the American-Iraqi partnership in various fields.   link

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

Tishwash:  "By order of the President"... Iranian-American negotiations to begin within days

Iranian media reported on Monday that negotiations between Iran and the United States could begin in the next few days, with the participation of high-level officials from both sides.

The Tasnim news agency, which is close to the Iranian Revolutionary Guard, quoted an informed source as saying that the chances of negotiations starting have become high, noting that the place and time of the meeting have not yet been decided.

The source explained that the negotiations are likely to be held at the level of Foreign Minister Abbas Araqchi and US envoy Steve Wittkopf, if a final framework is agreed upon in the coming days.

Fars News Agency quoted an informed source in the Iranian government as saying that the Iranian president had ordered the start of negotiations with the United States, noting that talks with the United States would most likely be held in Turkey within days.

Iranian Foreign Ministry spokesman Ismail Baghaei said during a press conference today that Tehran is studying the details of various diplomatic avenues to address tensions with the United States, adding that Iran hopes to reach results in the coming days.

Earlier, the Hebrew newspaper Maariv quoted an Israeli source as saying that US President Donald Trump is demanding five main conditions from Iran: handing over about 400 kilograms of enriched uranium, dismantling the nuclear and ballistic missile programs, halting the missile program, and ending support for proxies in Yemen, Iraq, Syria, and Lebanon.

The source added that "Israel realizes that Iran will not be willing to discuss these demands collectively or individually," considering that "the current stage is characterized by procrastination." link

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

The Central Bank of Iran is distributing the 500,000 toman note through the banking network, featuring 11 security features.

The Central Bank of Iran announced that the distribution of the 500,000 toman note (equivalent to 5 million rials), which was printed in advance, will begin in the banking network starting from February 1, 2026.

This step comes within the framework of managing and regulating cash transactions and facilitating financial transactions, with the aim of speeding up the completion of cash transactions, as the Central Bank has begun distributing this new category in banks within the banking network in the country  link

Mot: Sorry!! -- But HadTa!!!! 

Mot: . Kool!! -- Problem Solved!!! 

Monday Coffee with MarkZ. 02/02/2026

Monday Coffee with MarkZ. 02/02/2026

Some highlights by PDK-Not verbatim

MarkZ Disclaimer: Please consider everything on this call as my opinion. People who take notes do not catch everything and its best to watch the video so that you get everything in context.  Be sure to consult a professional for any financial decisions

Member: Happy Groundhog day. Unfortunately he saw his shadow so 6 more weeks of winter.

Member: Does anyone else feel we are in “Groundhog Day” for real?

MZ: I think we all do….but there is light at the end of the tunnel.

Member: Groundhog Day! What better day is there for breaking the cycle and moving on up?!

Member: That creature known as THE RV is lurking in the shadows watching  and waiting for the right time to emerge

Member: Mark, No vote in Iraq yesterday for President why???

MZ: “Deadline for the Presidential election revealed”  they sat down and had a big meeting yesterday then first thing this morning they came up with some BS. They gave themselves a deadline…even though they already had deadlines that were written in their constitution….but they gave themselves a new deadline of this Thursday .

MZ: Lots of meetings still going on. Sudani has gone to Kurdistan to talk to Barzani about getting this thing finished. Once they finish seating the President they will announce candidates for Prime Minister. Sudani is still in the running.

MZ: Many still feel that Maliki could be the one…..lots of back and forth going on. They actually were working on HCL in some of the meetings today.

Member: Frank says the Maliki and Alak are good friends and Maliki doesn’t want Iraq to rv

Member: Milita Man had a good show. I like that he states the Iraq politics and financial reforms are 2 different things and were still moving in the right direction

MZ: The CBI has been very clear about that. They back their money with assets and a basket of other currencies….and is separate from the government.

Member: So with Iraq being  seemingly postponed for now- Why couldn’t Vietnam just RV now?

MZ: They will go at the same time….they are intertwined and it would crush their treasuries to go separately …..that is how it was told to me by someone who works in the Finance Ministry in Iraq.

Member: Costco sold out of all their silver over the weekend. Their warehouse is completely drained no silver left and they got rid of it at the $78 price.

Member: I hear Wells Fargo Wealth Management headquarters is moving to Palm Beach, Florida.

MZ: Yes…it’s leaving California and moving to Florida. They are tired of the taxes and over regulations. They say most of their clients are leaving California for Florida and Texas. Why would they want to stay in California if their clients are not there? Its just math.

Member: BOA just announced they will start accepting XRP for payments !!!

Member: Mark, what's the latest on your bond contact talking about currency starting to move?

MZ: No updates yet from Bond folks. It’s a Monday and its rare to get any bond updates over the weekend. Its usually late on Monday or early on Tuesdays that we get any bond updates.

Member: Hope deferred make the heart sick. But a joy realized is a well spring of life!

Member: Everyone stay warm this week……and have a good day today. The best is yet to come.  

THE CONTENT IN THIS PODCAST IS FOR GENERAL & EDUCATIONAL PURPOSES ONLY&NOT INTENDED TO PROVIDE ANY PROFESSIONAL, FINANCIAL OR LEGAL ADVICE. PLEASE CONSIDER EVERYTHING DISCUSSED IN MARKZ’S OPINION ONLY

https://rumble.com/user/theoriginalmarkz

Kick:  https://kick.com/theoriginalmarkz

FOLLOW MARKZ : TWITTER . https://twitter.com/originalmarkz?s=21. TRUTH SOCIAL . https://truthsocial.com/@theoriginalm...

Mod:  MarkZ "Back To Basics" Pre-Recorded Call" for Newbies 10-19-2022 ) https://www.youtube.com/watch?v=37oILmAlptM

MARKZ DAILY LINKS: https://theoriginalmarkz.com/home/

Note from PDK: Please listen to the replay for all the details and entire stream….I do not transcribe political opinions, medical opinions or many guests on this stream……just RV/currency related topics.

THANK YOU ALL FOR JOINING. HAVE A BLESSED NIGHT! SEE YOU ALL TONIGHT AT 7:00 PM EST OR IN THE MORNING FOR COFFEE @ 10:00 AM EST ~ UNLESS BREAKING NEWS HAPPENS!

Youtube:     https://www.youtube.com/watch?v=Og50hgvoUrs

News, Rumors and Opinions Monday 2-2-2026

Note: All intel should be considered as "Rumors" until we receive official announcements ...and “Rates and Dates” could change anytime until we get to the banks/redemption centers.

RV Excerpts from the Restored Republic via a GCR Update as of Mon. 2 Feb. 2026

Compiled Mon. 2 Feb. 2026 12:01 am EST by Judy Byington

Sun. 1 Feb. 2026: TIER 4B WAS NEVER DESIGNED TO BE ANNOUNCED. IT WAS DESIGNED TO BE RECOGNIZED. …

FOR YEARS PEOPLE WERE CONDITIONED TO WAIT FOR EVENTS, DATES, PAYOUTS, AND OFFICIAL STATEMENTS. THAT WAITING STATE WAS THE TRAP. WHILE ATTENTION WAS LOCKED ON POLITICS, WARS, AND ECONOMIC PANIC, THE REAL OPERATION MOVED QUIETLY UNDERNEATH THE NOISE.

THE SYSTEM DID NOT COLLAPSE. IT CHANGED ITS OPERATING STANDARD. WHEN OLD PARAMETERS CAN NO LONGER SUSTAIN VOLUME, CONTROL, AND TRUST, A NEW LAYER IS INTRODUCED. NOT PUBLICLY. NOT DEMOCRATICALLY. SILENTLY. THIS IS WHERE TIER 4B ENTERS THE PICTURE. NOT AS A PAYMENT GROUP, BUT AS A POSITIONAL CLASSIFICATION. A WAY TO IDENTIFY WHO ADAPTS TO THE NEW FLOW WITHOUT NEEDING INSTRUCTIONS.

TIER 4B DESCRIBES THE PEOPLE WHO REMAINED ONLINE WHEN THE GRID WENT QUIET. THE ONES WHO WATCHED SYSTEM BEHAVIOR INSTEAD OF HEADLINES. THE ONES WHO NOTICED THAT LANGUAGE STARTED CHANGING BEFORE REALITY DID. REGULATIONS BEGAN SOUNDING LIKE SIGNALS. INDUSTRIAL STANDARDS SHARED WORDS WITH FINANCIAL RUMORS. THIS OVERLAP IS NOT ACCIDENTAL. IT IS HOW TRANSITIONS ARE HIDDEN IN PLAIN SIGHT.

WHEN ENGINES CAN NO LONGER OPERATE UNDER OLD LIMITS, THEY ARE FORCED TO BECOME CLEANER. WHEN NETWORKS CAN NO LONGER HANDLE TRAFFIC, THEY ARE FORCED TO BECOME QUIETER. WHEN BANKS CAN NO LONGER MOVE WEIGHT VISIBLY, THEY ARE FORCED TO BECOME INVISIBLE. THIS IS THE FINAL PHASE OF ANY SYSTEM: NOT COLLAPSE, BUT INVISIBILITY.

THIS IS WHY THERE ARE NO REAL ANNOUNCEMENTS. NO CONFIRMATION CALLS. NO OFFICIAL DATES. REAL SHIFTS DO NOT REQUIRE PERMISSION. THEY REQUIRE ALIGNMENT. THE PEOPLE WAITING FOR A SIGNAL TO ACT WERE NEVER PART OF THE SIGNAL ITSELF. THE PEOPLE WHO EXPECT A MESSAGE MISSED THE PATTERN.

TIER 4B DOES NOT CONTACT YOU. IT OBSERVES YOU. RECOGNITION IS NOT BASED ON BELIEF OR LOYALTY. IT IS BASED ON RESPONSE. WHO STAYS CALM DURING CHAOS. WHO TRACKS FLOW INSTEAD OF FEAR. WHO ADJUSTS WITHOUT PANIC. THIS IS WHY SCAMS ATTACH THEMSELVES TO THE TERM. THEY NEED URGENCY, CONFUSION, AND YOUR ATTENTION. THE REAL PROCESS NEEDS NONE OF THAT. IT IS ALREADY MOVING.

TIER 4B IS NOT THE ENDGAME. IT IS THE HANDOVER POINT. THE MOMENT WHEN THE OLD STRUCTURE CAN NO LONGER CONTINUE WITHOUT BECOMING SOMETHING ELSE. BY THE TIME THE PUBLIC REALIZES WHAT HAS CHANGED, THE CHANGE WILL ALREADY FEEL NORMAL. THAT IS HOW YOU KNOW IT WORKED.

STAY STILL. STAY AWARE. DO NOT LOOK FOR THE NOISE. WATCH THE ROUTES. THE GRID IS QUIET FOR A REASON.

THE GREEN LIGHT IS ALREADY GIVEN. MOST WILL HEAR ABOUT THIS LATER. A FEW WILL SEE IT FIRST.

~~~~~~~~~~~~

Sun. 1 Feb. 2026 Right now in the United States, there are too many “coincidences” happening at once to ignore. …Nesara Gesara Secrets on Telegram

This is where the NESARA / GESARA narrative starts to make sense for many people watching closely. The shift away from pure speculation toward asset-backed value, the quiet emphasis on settlement over debt, and the gradual removal of middlemen all point in the same direction. The QFS doesn’t arrive with a headline or a press conference. It shows up as cleaner transaction flows, different timing, and systems that no longer behave the way the old model did.

Read full post here:  https://dinarchronicles.com/2026/02/02/restored-republic-via-a-gcr-update-as-of-february-2-2026/

Courtesy of Dinar Guru:  https://www.dinarguru.com/

Militia Man  The government has been talking about local and regional development, activation...of the private sector... establishing commercial, industrial, agricultural and tourism clusters.  Each and every single one of those is going to be a revenue stream from the private sector.  That's what it's all about. It's about having a real effective exchange rate.  They're going to support it through the private sector.  That's what we've been waiting for...We're almost there.  They've been implementing all of this strategy for so long.  It looks like they've refined it in detail...I believe the execution phase is underway.

Militia Man  Reforms are a coordinated effort.  They're executing what they're doing...What they're doing is a deliberate approach but they're doing it quietly...They're giving confidence to the gatekeepers, the WTO, WCO...BIS, World Bank, all these different people.

Jeff   They're past their constitutional period right now, the 30-day mark, of voting on and completing the step of the president, which is step two out of four within their government formation.  Their constitutional period reached its deadline as of Wednesday the 28th.  They're now past that...When the formation of the government started, I told you Maliki is not going to get this.  It will be Sudani...They stated [Maliki] is the top pick but Trump's got some big cojones and came forward saying, 'Hey, Iraq, you put Maliki in and we're done helping you 100%.' ...Trump put a roadblock right in front of them...and it's in limbo.

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

The Fed “RESET” Is a LIE: Wall Street Is Bracing for Trump's Fed Chair Kevin Warsh

Lena Petrova:  2-2-2026

Kevin Warsh at the Federal Reserve is being sold as a radical reset — but is it really?

 In this video, we cut through the hype to explain who Kevin Warsh actually is, what a Fed chair can and cannot do, and what a Warsh-led Federal Reserve would realistically mean for interest rates, inflation, liquidity, and the U.S. dollar.

 From the 2008 financial crisis to today’s balance-sheet debate, this is a clear, sober look at why the coming shift in monetary policy is likely managed — not revolutionary.

https://www.youtube.com/watch?v=PvGj7s1nbec

Seeds of Wisdom RV and Economics Updates Monday Morning 2-2-26

Good Morning Dinar Recaps,

Historic Metals Market Crash — Dollar Strength & Risk Reallocation

Gold and silver suffer one of their most violent reversals in decades, signaling a shift in investor positioning and dollar dominance.

 Overview

The precious metals complex experienced a dramatic sell-off in late January and early February 2026, with silver posting historic one-day declines and gold plunging sharply from record highs. This “metals meltdown” reversed months of parabolic rally gains and rippled through global financial markets, driven by a confluence of market forces — including a stronger U.S. dollar, forced liquidations, and tightening futures market conditions.

Key Developments

1. Historic Plunge in Gold and Silver Prices
Gold and silver saw unprecedented intraday volatility. Silver’s price collapsed by more than 30% in a single session, marking one of the worst drops on record, while gold endured its biggest daily dollar decline in decades. Silver closed around the $80 per ounce area after a brutal sell-off from parabolic highs, and gold slid nearly $1,000 from its peak near $5,600 per ounce.

2. Dollar Strength Intensifies the Sell-Off
The rebound in the U.S. dollar — spurred largely by the market’s reaction to President Trump’s nomination of Kevin Warsh as Federal Reserve Chair — weighed heavily on non-yielding assets like precious metals. A firmer dollar typically makes gold and silver more expensive in other currencies, prompting traders to exit positions and rotate capital into dollar-linked instruments.

3. Forced Liquidations and Margin Pressure
The metals crash did not occur in isolation. Exchange operators, including the CME Group, raised margin requirements on futures contracts to contain extreme volatility. This move squeezed leveraged positions and triggered cascading liquidations as traders were forced out of crowded trades, accelerating the downward spiral in prices.

4. Broader Commodities and Market Impact
The sell-off in precious metals extended beyond gold and silver. Industrial metals like copper, tin, and zinc also fell sharply as markets unwound crowded positions. The broader commodities slump pressured Asian equity markets, especially in Korea and Indonesia, illustrating how volatility in one corner of markets can quickly propagate across asset classes.

Why It Matters

This metals rout underscores key shifts in investor behavior and global asset allocation:

• Safe-haven assets can lose appeal rapidly when macro drivers pivot — especially when interest rate expectations and currency strength change suddenly.

• Leverage and positioning matter: crowded trades built on speculative momentum can unwind violently, amplifying moves far beyond fundamentals.

Why It Matters to Foreign Currency Holders

For those managing currency exposure or reserve portfolios, the metals crash is a reminder that:

• Currency strength — particularly in the dollar — can dramatically alter perceived hedges.

• Traditional “safe haven” comparisons may fail during rapid repricing events, prompting re-evaluations of diversification strategies.
  This dynamic feeds into broader discussions of reserve asset allocation in an increasingly multipolar financial system.

Implications for the Global Reset

Pillar 1 – Market Fragility Exposed
The metals price collapse highlights structural weaknesses in futures markets, especially when speculative positioning and leverage collide with tightening conditions. Stress in one global asset class can quickly transmit to FX and broader financial markets.

Pillar 2 – Confidence Shifts and Reserve Rethinking
A sharp move away from gold and silver — typically seen as stores of value — in favor of dollar strength reflects a temporary confidence shift that can influence central bank reserve strategy and global asset hierarchies.

This isn’t just a correction — it’s a stress test of how markets balance risk, leverage, and safe-haven appeal in a new era of volatility.

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources

• Gold and silver slide in ‘metals meltdown’; UK factory growth hits 17-month high — The Guardian

• Gold now down nearly $1,000 from peak as silver struggles after record slump — MarketWatch

~~~~~~~~~~

Stablecoin and Money System Debate Heats Up

Wall Street, regulators, and crypto innovators clash over the future of money — with stablecoins at the center of a systemic shift in payments and financial architecture.

Overview

The battle over stablecoins — digital assets designed to maintain price stability relative to a fiat currency — has intensified into a full-blown debate over the future of money, financial stability, and monetary innovation. Traditional banks and Wall Street giants are pushing for tighter controls or bank-led stablecoin initiatives, while crypto firms argue for more openness and expanded use cases. Meanwhile, regulators in multiple jurisdictions are racing to craft frameworks that balance innovation with systemic risk.

Key Developments

1. Wall Street vs Crypto: A High-Stakes Stablecoin Power Struggle
A major Financial Times report highlights how traditional banks and crypto firms are locked in a struggle over stablecoin regulation and market access. Banks argue that unregulated stablecoin products — especially those offering interest — could threaten financial stability and lead to deposit flight, while crypto advocates counter that restrictive rules would stifle innovation and competition. Washington has become a key battleground, with intense lobbying from both sides shaping proposed legislation.

2. Emerging Regulation in Asia Signals Global Momentum
In Asia, regulators are progressing rapidly — the Hong Kong Monetary Authority (HKMA) plans to issue its first stablecoin licenses in March 2026, signaling a major step toward formalizing digital currency infrastructure in a leading financial hub. These licenses will require strong anti-money-laundering measures and robust risk-management practices, but they also open the door to institutional actors participating legally in stablecoin issuance.

3. Banks Warn of Deposit Risks and Competitive Pressure
Independent research from Standard Chartered estimates stablecoins could pull up to $500 billion in deposits out of U.S. banks by 2028, intensifying competition for core banking functions such as deposits and payments. This projection highlights the structural threat stablecoins pose when they are widely adopted for everyday financial use.

4. Broader Use Cases and Institutional Adoption Grow
Beyond crypto trading, stablecoins are increasingly used in cross-border payments, remittances, and digital settlements, as noted by market research. Stablecoin market capitalizations continue to expand, and financial institutions are exploring tokenized payments and integration with existing treasury systems. This evolution suggests stablecoins are transitioning from niche crypto instruments to mainstream financial infrastructure.

Why It Matters

Stablecoins sit at the intersection of traditional finance and digital innovation. How they are regulated and integrated will shape:

• The structure of global payment systems

• The role of central banks and commercial banks in digital money

• The velocity and liquidity of cross-border capital flows

A regulatory regime that favors crypto issuance could accelerate a shift away from legacy financial rails and toward 24/7 digital settlement infrastructure.

Why It Matters to Foreign Currency Holders

Stablecoins tied to major currencies (especially the U.S. dollar and euro) influence:

• Liquidity preferences in FX markets

• Portfolio allocations toward digital assets

• Reserve diversification strategies

If stablecoins capture more utility beyond trading — such as global payments or treasury functions — they could reduce reliance on traditional FX corridors and dollar liquidity provisioning.

Implications for the Global Reset

Pillar 1 — Monetary Innovation Meets Policy Frameworks
Stablecoins are forcing policymakers to reconsider what constitutes money, credit, and payment systems in a digitally native era. Establishing secure, scalable legal frameworks may redefine how value is transferred and stored globally.

Pillar 2 — Fragmenting or Reinforcing the Dollar Regime
Stablecoins denominated in USD can either reinforce dollar dominance by providing new rails and liquidity or erode it by enabling alternative clearing systems and bypassing traditional banking intermediaries.

Stablecoins aren’t a fringe innovation — they’re shaping the next chapter of money.

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources

1. The stablecoin war: Wall Street vs crypto over the future of money — Financial Times

2. Hong Kong to issue first stablecoin licenses in March 2026 — Reuters

~~~~~~~~~~

Global Equity Markets and FX React to Fed Nomination

Trump’s choice for Federal Reserve Chair rattles markets — equities slide, currencies shift, and global risk sentiment realigns.

Overview

Global financial markets dipped sharply as investors reacted to growing uncertainty over President Donald Trump’s nomination of Kevin Warsh as the next Federal Reserve Chair. Equity futures, major international indices, and currency markets showed heightened volatility as traders reassessed expectations for U.S. monetary policy and central bank independence. The move is widely interpreted as a potential shift toward tighter monetary policy and reduced market support — sparking broader reactions across global risk assets.

Key Developments

1. U.S. Futures and Global Shares Slide
Equity futures in the United States fell, with major indices such as the S&P 500 and Dow Jones Industrial Average showing losses ahead of the trading week. Asian markets also declined, with South Korea’s benchmark Kospi falling more than 5%, while European indices opened modestly lower. Losses were broad-based, hitting tech, industrial, and financial sectors alike as risk assets shed value.

2. Impact on Currencies and Safe Havens
Concerns about potential changes in the Fed’s direction bolstered the U.S. dollar relative to major peers, reducing the appeal of non-yielding assets. The retreat in gold and silver prices, which had previously benefitted from safe-haven demand amid uncertainty, reflects renewed confidence in policy clarity but also underscores the complexity of market reactions.

3. Policy Independence and Market Confidence
Investors are closely watching whether Warsh’s nomination signals a shift in the Federal Reserve’s independence from presidential influence. Some market participants fear political pressures could influence rate decisions or balance-sheet policies, raising questions about central bank credibility and the future trajectory of interest rates.

4. Broader Commodities and Risk Assets Slide
The sell-off in equity markets was accompanied by weakness in commodities. Precious metals, energy, and industrial metals reflected broader risk aversion and changing expectations for global demand and financial conditions. This dynamic suggests that the ripple effects from a major central bank leadership change can extend far beyond U.S. markets.

Why It Matters

Central banks are fundamental pillars of the modern financial system. Market reactions to leadership changes at the Federal Reserve don’t just influence short-term asset prices — they impact global liquidity, currency valuations, risk premiums, and capital flows. A perception of reduced independence or altered policy stance can reshape investment decisions from New York to Shanghai.

Why It Matters to Foreign Currency Holders

FX markets are highly sensitive to monetary policy shifts and perceived shifts in central banking philosophy:

• A stronger dollar makes foreign debt service more expensive for emerging markets;

• Currency diversification strategies may accelerate when reserve expectations change;

• Cross-border flows can shift rapidly in response to policy uncertainty.

These dynamics often operate beneath headline headlines but ultimately shape reserve management and international investment decisions.

Implications for the Global Reset

Pillar 1 — Policy Certainty vs Market Nervousness
Uncertainty about the Fed’s future priorities may accelerate structural reallocation of assets — from riskier equities to more defensive positions — and highlight how central bank policy influences global financial equilibrium.

Pillar 2 — Interconnectedness of Markets and Monetary Signals
Equity, FX, and commodity markets are now tightly coupled with expectations for major central bank leadership. This coupling suggests that monetary policy shifts — or even the perception of such shifts — are potent forces in global economic realignment.

Central bank leadership isn’t just a Washington story — it’s a pivot point for global money flows and market psychology.

Seeds of Wisdom Team
Newshounds News™ Exclusive

Sources

• US futures and world shares slip as worries over Trump’s Fed chief pick and AI weigh on markets (AP News) — International markets reacted to uncertainty around the Fed nomination with broad equity and FX weakness.

• Slump in commodities rattles global markets (Reuters) — Commodity markets and risk assets also sold off on renewed dollar strength and policy concerns.

~~~~~~~~~~

🌱 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

Iraq Economic News and Points To Ponder Monday Morning 2-2-26

The Iraqi Dinar Continues To Recover Against The Dollar In Baghdad Markets.

Money and Business  Economy News – Baghdad  The Iraqi dinar continued its gradual improvement against the US dollar in Baghdad markets on Monday, recording a new decline in exchange rates compared to yesterday's trading.

Baghdad markets witnessed a decrease in the exchange rate of the US dollar against the Iraqi dinar, as part of a gradual recovery of the local currency in recent days.

The dollar exchange rate in the local market reached about 148,000 dinars per 100 dollars, recording an additional decline compared to yesterday’s price of 149,300 dinars per 100 dollars in the Al-Kifah exchange.   https://economy-news.net/content.php?id=65242

IMF Managing Director: We Expect Global Inflation To Fall To 3.8% This Year

Money and Business   Economy News - Follow-up   The head of the International Monetary Fund predicted on Monday that global inflation would fall to 3.8% this year and to 3.4% in 2027 as demand declines and energy prices fall.

Kristalina Georgieva said in a speech at a forum in Dubai that global growth has maintained its level "remarkably" despite profound shifts in geopolitical conditions, trade policies, technology and demographics, according to Reuters.   https://economy-news.net/content.php?id=65234

Iraq Records An Increase In Accumulated Domestic Debt To 89 Trillion Dinars

Money and Business   Economy News – Baghdad   The economic advisor to the Prime Minister, Mazhar Muhammad Salih, announced that Iraq's accumulated domestic debt has risen to 89 trillion dinars.

According to the official newspaper, Mazhar Muhammad Saleh said that the solutions adopted by the financial authority, within the framework of the government program, are aimed at diversifying sources of income and reducing dependence on external loans, in parallel with proceeding with the path of economic reform through the restructuring of government banks, stressing that the state is moving towards consolidating the philosophy of partnership with the private sector.

Saleh revealed that Iraq’s external public debt amounts to only $13 billion, while the accumulated internal public debt has risen to about 89 trillion dinars, stressing that there is a governmental direction to transform this “internal” debt from a financial burden into an opportunity for development and investment, but he acknowledged that the escalating pressures of servicing the internal debt may negatively affect the standard of living of citizens.

He added that “under the influence of fluctuations in the oil asset cycle, and the escalation of geopolitical pressures in energy belt regions since the middle of last year, along with the slowdown in global economic growth and the rise in levels of uncertainty in international real investment – ​​whose growth is a strategic factor in energy demand – the financial situation in Iraq has faced major challenges, given its dependence on oil export revenues of nearly 88%.”

The Prime Minister’s economic advisor explained that “in this context, the accumulated domestic public debt over the years has increased to about 89 trillion Iraqi dinars (equivalent to about 67 billion dollars) at the end of 2025, an increase of nearly 6% compared to 2024,” attributing this increase mainly to the public finances’ reliance on domestic borrowing from government banks to finance the temporary budget deficit resulting from the decline in oil prices and the fluctuation of oil revenues.

He explained, "This path has produced tangible effects on the liquidity of the economy, as the continuation of the fiscal deficit and the recourse to internal financing, in conjunction with the rise in government expenditures, would deepen the actual deficit in the budget and leave negative effects on economic growth," indicating that "this problem is exacerbated in light of the limited non-oil revenues, which have become close in size to the costs of servicing the debt itself, if this path is not addressed radically."

He added, "Moreover, increased investment in government debt instruments has become more attractive to government banks than lending to the private sector, which limits the role of credit in stimulating productive activity. In addition, the rising pressures of servicing domestic debt may negatively affect the standard of living of citizens if it begins to burden price support programs and social welfare networks."

Saleh explained that “in contrast, Iraq’s external debt is only about $13 billion, which is a low level compared to the gross domestic product. International creditors appreciate Iraq’s ability to meet its external obligations thanks to the strength of its foreign reserves and its financial stability, which has contributed to giving it a stable and promising credit rating.”

He revealed that “based on this, the solutions adopted by the financial authority, within the framework of the government program, are aimed at diversifying sources of income and reducing dependence on external loans, in parallel with proceeding with the path of economic reform through restructuring government banks, improving the efficiency of the financial sector, and enhancing transparency and accountability in public finance management through digital governance and expanding digital financial inclusion.”

The economic advisor pointed out that "there are clear trends to transform internal public debt from a financial burden into opportunities for development and productive investment in real assets, through adopting the philosophy of partnership between the state and the private sector, especially in the real sectors with high productivity, which is expected to form one of the axes of the economic program for the next stage." https://economy-news.net/content.php?id=65239

In The Presence Of The Framework Delegation, Al-Sudani And Barzani Affirmed Their Commitment To Completing The Formation Of The Government.

Economy News – Baghdad   Prime Minister Mohammed Shia al-Sudani and Kurdistan Democratic Party leader Masoud Barzani affirmed on Monday their commitment to completing the formation of the government in accordance with the results of the parliamentary elections.

A statement from his media office, received by “Al-Eqtisad News”, stated that “Al-Sudani met in Erbil with the President of the Kurdistan Democratic Party, Masoud Barzani, in the presence of the accompanying Coordination Framework delegation, which included the Secretary-General of the Badr Organization, Hadi Al-Amiri, the President of the Al-Asas Coalition, Mohsen Al-Mandalawi, and the Secretary-General of the Framework, Abbas Radhi.”

He noted that "the meeting discussed the upcoming constitutional entitlements, foremost among them the election of the President of the Republic, in order to proceed with completing the formation of the government in accordance with the results of the parliamentary elections."

He explained that "the meeting addressed the current developments in the region, the situation in Syria, and the importance of unifying the Iraqi national political discourse regarding these changes and events, in order to strengthen Iraq's position and its supreme national interests."   https://economy-news.net/content.php?id=65250   

Dollar Declines In Baghdad And Erbil

2026-02-02 Shafaq News– Baghdad/ Erbil  The US dollar opened Monday’s trading lower in Iraq, hovering around 149,000 dinars per 100 dollars.

According to a Shafaq News market survey, the dollar traded in Baghdad's Al-Kifah and Al-Harithiya exchanges at 149,000 dinars per 100 dollars, down from the previous session's 149,400 dinars.

In the Iraqi capital, exchange shops sold the dollar at 149,500 dinars and bought it at 148,500 dinars, while in Erbil, selling prices stood at 148,900 dinars and buying prices at 148,700 dinars.   https://www.shafaq.com/en/Economy/Dollar-declines-in-Baghdad-and-Erbil

Gold Prices Fall In Baghdad And Erbil Markets

2026-02-02   Shafaq News– Baghdad/ Erbil  On Monday, gold prices hovered around one million IQD per mithqal in Baghdad and Erbil markets, marking a sharp decline from the previous session, according to a survey by Shafaq News Agency.

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 965,000 IQD. The same gold had sold for 997,000 IQD on Sunday.

The selling price for 21-carat Iraqi gold stood at 940,000 IQD, while the buying price reached 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 1.059 million IQD per mithqal, 21-carat gold at 1.012 million IQD, and 18-carat gold at 865,000 IQD.   https://www.shafaq.com/en/Economy/Gold-prices-fall-in-Baghdad-and-Erbil-markets-1-8

Oil Prices Plunge On Signs Of US-Iran De-Escalation

2026-02-02 Shafaq News   Oil prices fell 4% on Monday as U.S. President Donald Trump said over the weekend Iran was "seriously talking" with Washington, signalling de-escalation with an OPEC member after risks of a military strike drove prices to multi-month highs.

Brent crude futures were down $2.81, or 4.1%, to $66.51 per barrel at 0325 GMT. U.S. West Texas Intermediate crude fell $2.70, or 4.1%, to $62.51 per barrel.

Both contracts dropped sharply from the previous sessions, when Brent touched a six-month high and WTI was hovering near its highest since late September on mounting tensions between the United States and Iran.

Trump has repeatedly threatened Iran with intervention if it does not agree to a nuclear deal or continues killing protesters. The persistent threats have underpinned oil prices throughout January, said Priyanka Sachdeva, an analyst at Phillip Nova.

"The recent pullback has also been reinforced by renewed strength in the U.S. dollar, which typically makes dollar-denominated oil more expensive for non-U.S. buyers, further weighing on prices," Sachdeva said.

On Saturday Trump told reporters Iran was "seriously talking," hours after Tehran's top security official Ali Larijani said arrangements for negotiations were underway.

Trump's comments, along with reports that the naval forces of Iran's Revolutionary Guards have no plans to carry out live-fire exercises in the Strait of Hormuz, are signs of de-escalation, said IG market analyst Tony Sycamore.

"The crude oil market is interpreting this as an encouraging step back from confrontation, easing the geopolitical risk premium built into the price during last week's rally and prompting a bout of profit-taking," he said.

OPEC+ agreed to keep its oil output unchanged for March at a meeting on Sunday. In November they froze further planned increases for January through March 2026 because of seasonally weaker consumption.

"Geopolitical risks mask a fundamentally bearish oil market," Capital Economics said in a January 30 note. "The historical example of last year's 12-day war (between Israel and Iran), and a well-supplied oil market, will still bear down on Brent crude prices by end-2026."   (Reuters)   https://www.shafaq.com/en/Economy/Oil-prices-plunge-on-signs-of-US-Iran-de-escalation