Jeff’s latest commentary centers on one core question many investors are asking:
Is Iraq deliberately keeping the rate change timing hidden — or is geopolitical tension with Iran the real reason for delay?
Let’s break down the two scenarios he outlined and analyze them logically.
🧭 Scenario 1: Is Iraq Masking the Rate Change?
Jeff suggests one possibility is that Iraqi leadership is intentionally limiting transparency around:
Government formation timing
Parliamentary scheduling
Key reform milestones
The idea is that reduced visibility could prevent speculation about when the exchange rate might change.
Why Would They Do This?
Central banks typically avoid pre-announcing currency adjustments because:
It prevents speculative attacks.
It reduces arbitrage exploitation.
It protects financial stability.
It avoids premature capital movement.
The institution responsible for any rate adjustment is:
Central Bank of Iraq
If a change were imminent, silence would be strategic — not suspicious.
However, silence alone does not confirm timing.
🌍 Scenario 2: Iran & Geopolitical Tension
Jeff’s second theory focuses on developments involving:
Iran
The hypothesis:
Military or diplomatic actions between the U.S. and Iran may be influencing timing.
Regional stability directly impacts monetary decisions.
Any escalation could temporarily pause implementation.
Iraq’s economy is deeply sensitive to regional security dynamics.
Currency valuation depends on:
Trade flow reliability
Energy export continuity
Sanctions risk exposure
Investor confidence
If tensions escalate, delay becomes logical.
If tensions cool, movement becomes easier.
🇺🇸 U.S. Involvement
While Jeff references potential U.S. military posture, it is important to clarify:
The U.S. does not directly set Iraq’s exchange rate.
It does influence regional stability and financial compliance frameworks.
Treasury cooperation has historically shaped Iraq’s banking reforms.
Geopolitical alignment matters — but sovereignty remains with Iraq.
📅 February vs. Second Half of 2026
Jeff firmly rejects the idea of waiting until late 2026.
His position:
We are not that far away.
He remains positioned within February.
If no military escalation occurs, movement could happen this month.
This is an opinion-based timeline projection.
From a structural standpoint, timing depends on:
✔ Political stability
✔ Government formation clarity
✔ Regional calm
✔ CBI internal readiness
✔ Market confidence metrics
If those align — timing compresses.
If not — it extends.
⚖️ Logical Assessment
Let’s compare both scenarios:
| Factor | Masking Strategy | Iran Geopolitical Delay |
|---|---|---|
| Transparency | Low | Low |
| Risk Exposure | Financial speculation | Military escalation |
| Currency Sensitivity | High | Very High |
| Plausibility | Moderate | Moderate–High |
Both are possible.
Neither has official confirmation.
📌 Featured Snippets
❓ Is Iraq hiding the exchange rate change date?
Central banks often avoid announcing rate changes in advance to prevent speculation and protect financial stability.
❓ Could Iran tensions delay Iraq’s currency reform?
Yes. Regional instability involving Iran could affect Iraq’s monetary policy timing.
❓ Is the dinar waiting until late 2026?
There is no official confirmation of a 2026 timeline. Some analysts believe movement could occur sooner depending on stability factors.
❓ Who controls Iraq’s exchange rate?
The Central Bank of Iraq controls exchange rate decisions, not foreign governments.
🧠 Key Considerations for Investors
1️⃣ Rate changes are economic decisions — not emotional ones.
2️⃣ Silence does not equal inactivity.
3️⃣ Geopolitics heavily influences Middle East monetary timing.
4️⃣ Sudden activation is more likely than a publicly telegraphed date.
🔔 Final Thoughts
Jeff’s core message is urgency.
He believes:
We are closer than distant timeline theories suggest.
February remains viable.
Military escalation is the key variable.
Whether the delay is strategic silence or geopolitical caution, one thing remains consistent:
Security and stability drive monetary reform.
The CBI will not move until conditions support sustainability.
Stay analytical.
Avoid timeline attachment.
Monitor verified sources.
🌐 Stay Connected for Updates
🔗 BLOG: https://dinarevaluation.blogspot.com/
📲 TELEGRAM: https://t.me/DINAREVALUATION
📘 FACEBOOK: https://www.facebook.com/profile.php?id=100064023274131
🐦 TWITTER (X): https://x.com/DinaresGurus
📺 YOUTUBE: https://www.youtube.com/@DINARREVALUATION
🔥 Hashtags
#JeffDinar #IraqiDinar #CBI #IranNews #MiddleEastStability #DinarRV #ExchangeRate #MonetaryReform #GlobalFinance #RVUpdate
Jeff
Are they just trying to keep us in the dark about the formation of the government and its timing so we don't know when they're going to change the rate or is it the military actions of what the US government is doing towards Iran?
There's two different scenarios...I think they're either trying to mask the rate change date from us so we don't really know what's going on, or the military actions towards reaching a nuclear agreement with Iran. One of those two factors is what's so-called delaying
Some people keep talking about this happening in the second half of '26. Absolutely not.
We're not waiting till the second half of '26 on this. IMO we're not that far away...I'm still comfortably positioned within the month of February...If there isn't any type of military actions...the rate could change this month of February...
