Tuesday, February 10, 2026

JEFF: CONFIRMED IN PRINT: IRAQ ADMITS THE NEXT GOVERNMENT WILL CONTROL THE EXCHANGE RATE CHANGE

Introduction: When Analysis Gets Confirmed in Black and White

Sometimes the most important moments are not rumors or leaks — they are official confirmations in print.

In a recent article titled:

“Acknowledging the financial crisis… MP: Changing the dollar exchange rate is within the purview of the next government”

Iraq has now openly stated what analysts like Jeff have been saying all along.

The power to change the exchange rate does not belong to the current caretaker government.

It belongs to the next fully formed government.

And just like that — confirmation arrives.

Official Admission: The Next Government Controls the Exchange Rate

No More Guessing, No More Assumptions

The article makes it clear:

  • Iraq acknowledges a financial crisis

  • Exchange rate authority rests with the next government

  • Any change to the dollar rate must wait

This is not interpretation.


This is policy reality.

As Jeff put it plainly:

“What did I tell you? We’re waiting on the completion of the next government to change the rate. Bam. Right here — confirmed in print.”

Why the Current Government Cannot Change the Rate

Caretaker Status Has Limits

Iraq’s current administration:

  • Manages daily operations

  • Pays salaries

  • Maintains basic stability

But it cannot introduce major monetary changes, including:

  • Exchange rate adjustments

  • Structural banking reforms

  • International currency activation

That authority belongs solely to a newly seated government with full constitutional powers.

The Second Confirmation: Budget Reform Stalled Since 2009

And the Reason Is the Same

In another article, an economist stated:

“Budget reform has been stalled since 2009.”

Why would a country delay reform for over 15 years?

According to Jeff’s analysis, the answer is simple:

They are waiting for the exchange rate to change.

Why Budget Reform Depends on the Exchange Rate

You Can’t Reform What You Can’t Use

Budget reform is not just about numbers — it depends on:

  • A functional banking system

  • International settlements

  • Foreign currency interaction

But here’s the problem:

  • The dinar is not yet internationally tradable

  • Iraq’s effective trading currency remains the U.S. dollar

  • Sanctions and compliance rules limit foreign transactions

Without a tradable dinar, budget reform cannot function properly.

Banking Reforms and Foreign Currency Handling

The Missing Link

A major part of Iraq’s banking reform involves:

  • Foreign currency handling

  • Cross-border trade

  • International banking compliance

If the dinar cannot:

  • Trade freely

  • Settle internationally

  • Interact with other currencies

then banking reform remains theoretical — not operational.

That is why reforms have been stalled, not abandoned.

Sanctions, Compliance, and Going International

Why Timing Is Everything

Sanctions and international oversight demand:

  • Transparency

  • Stability

  • A recognized exchange rate

  • A tradable national currency

Iraq cannot “go international” financially until:

  1. A new government is formed

  2. The exchange rate is introduced internally

  3. The dinar becomes tradable

The sequence matters — and Iraq is following it.

Featured Snippet: The Core Confirmation

Iraq has officially confirmed that changing the dollar exchange rate is the authority of the next government, validating why budget and banking reforms have remained stalled since 2009.

Jeff’s Key Point: This Was Always the Plan

According to Jeff:

  • The delay was never confusion

  • The reforms were never canceled

  • The rate change was never abandoned

Everything has been waiting on one trigger:

The completion of the next government.

When that happens:

  • The exchange rate can be introduced

  • Banking reforms can activate

  • Budget reform can finally move forward

Why This Matters More Than Headlines Admit

Many focus on daily political drama.

But this confirmation tells us something deeper:

  • Iraq knows the problem

  • Iraq knows the solution

  • Iraq knows who has the authority

The system is paused — not broken.

Q&A: What This Confirms

Q: Who can change Iraq’s exchange rate?

A: Only the next fully formed government.

Q: Has Iraq admitted to a financial crisis?

A: Yes, officially.

Q: Why has budget reform been stalled since 2009?

A: Because it depends on a tradable dinar and exchange rate change.

Q: Can banking reforms happen before the rate change?

A: No. Foreign currency handling requires a tradable national currency.

Q: Is this speculation?

A: No. These confirmations now appear in official articles.

Key Takeaways

  • Iraq admits to a financial crisis

  • Exchange rate authority belongs to the next government

  • Budget reform stalled since 2009 for a reason

  • Banking reforms depend on a tradable dinar

  • The delay is structural, not accidental

  • Jeff’s analysis is now confirmed in print

Final Thoughts: When Reality Catches Up to Analysis

This is the moment analysts wait for.

When:

  • Articles confirm the timeline

  • Officials confirm the authority

  • And the logic finally becomes public

The message is clear:

Nothing moves until the next government is complete.

And once it is — the door opens.

Follow & Stay Connected

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📢 Telegram: https://t.me/DINAREVALUATION
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Hashtags 

#IraqCrisis #ExchangeRate
#Dinar #JeffAnalysis
#IraqEconomy #BankingReform
#BudgetReform #NextGovernment
#MonetaryPolicy #BreakingNews
#DinarRevaluation #GlobalFinance

Jeff  

 Article:  "Acknowledging the financial crisis...MP: Changing the dollar exchange rate is within the purview of the next government"  They're saying the next government is the one that's going to have the powers to control changing of the dollar exchange rate...What did I tell you?  We're waiting on the completion of the next government to change the rate.  Bam.  Right here, confirmed in print...They're the ones that introduce the rate change within the country of Iraq...I love it when my work is confirmed.

  They announced in this article "An economist says budget reform has been stalled since 2009"   Why?  They're waiting for the rate to change.  Part of the banking reforms have to do with foreign currency - handling and dealings...If the dinar is not tradable, which right now their tradable currency is the US dollar, they're not able to trade, interact and work with foreign currencies due to sanctions waiting for the rate to change, going international, having a tradable currency.


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The Quantum Financial System (QFS) “opened its gates" ‪@DINARREVALUATION‬ #dinaresgurus #iqd

 


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Customs: Customs Regulations Have Become More Realistic And There Is Significant Trade Exchange.

 Customs: Customs Regulations Have Become More Realistic And There Is Significant Trade Exchange.

Money and Business   Economy News – Baghdad   The General Authority of Customs announced on Monday that there are reassuring rates in customs revenues after the implementation of the latest procedures, noting that these procedures are in place in most countries of the world.

The Director General of the Authority, Thamer Qasim, said that "customs demarcation has become more realistic, and there is a large trade exchange," noting that "there are reassuring rates in customs revenues."

He added that "the fee was previously paid as a lump sum per container, while today the fee is based on the size of the container, and this is the practice in most countries," noting that "the lump sum container fees represent a waste of public money and cannot be returned to this practice."

Regarding the implementation of the ASYCUDA system, Qassem confirmed that "some traders were increasing the amounts for imported goods before the implementation of the ASYCUDA system," noting that "a trader who feels wronged can submit a grievance to reconsider the assessment of the customs tariff for his goods." https://economy-news.net/content.php?id=65513


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ARIEL: WATCH THE SILVER MARKET: THE MONETARY REFORM HAS BEGUN — YOU ARE THE LIQUIDITY BANKS NEED

Introduction: You Need to Understand Where We Are Right Now

What is unfolding in the silver market is not just another commodities cycle.

It is a monetary event.

As Ariel explains, the enforcement of Basel III’s Net Stable Funding Ratio (NSFR) has effectively slammed the door on decades of paper manipulation in gold and silver markets. The old fractional-reserve games bullion banks relied on are no longer allowed.

And the consequences are massive.

Basel III and NSFR: The End of the Paper Metals Era

Why the Rules Changed Everything

For years, bullion banks operated on extreme leverage:

  • Paper silver and gold contracts

  • Unallocated positions

  • Futures backed by promises, not metal

Leverage ratios reached 32:1, sometimes higher, without corresponding physical reserves.

That era is now over.

As of early February 2026, unallocated precious metals exposure requires 

85% stable funding, backed by:

  • Tier 1 capital

  • Or cash equivalents

What was once profitable arbitrage has become a balance-sheet liability of catastrophic scale.

Short Positions Are Now a Trap

From Profits to Capital Black Holes

Under NSFR rules:

  • Maintaining large silver shorts drains capital

  • Rolling paper positions is no longer cheap

  • Risk-weighted exposure explodes

Banks must now choose:

  • Cover their shorts

  • Or face relentless capital erosion

There is no third option.

COMEX Data Exposes the Paper-to-Physical Fraud

The Numbers That Can’t Be Fixed

According to COMEX data:

  • Over 2 billion ounces in paper silver claims

  • Just 64 million ounces in registered physical inventory

This mismatch is unsustainable.

It confirms what many suspected: price suppression depended entirely on paper leverage, not physical supply.

With NSFR enforcement, algorithmic spoofing and naked shorting lose their power, allowing true physical price discovery to emerge.

Why YOU Matter: You Are the Liquidity Banks Need

The Public Holds the Key

Banks now face a brutal set of choices:

  1. Buy back short positions
    → Triggers a violent short squeeze

  2. Convert paper claims to allocated metal
    → Requires sourcing physical silver at scale

But global mine production is only ~850 million ounces per year — nowhere near enough to satisfy open interest.

This means:

  • Every physical ounce held by individuals matters

  • Every refusal to sell tightens supply

  • Liquidity is no longer in banks — it’s in public hands

Why Raising Capital Won’t Save Them

Shareholders Won’t Fund a Losing Game

In theory, banks could raise equity to meet NSFR requirements.

In reality:

  • Shareholders refuse dilution

  • Shorts are already underwater

  • Confidence is eroding

The system is being forced into a reconciliation between paper promises and vault reality.

East vs. West: The Silent Accumulation

Why the Power Shift Is Already Underway

For years:

  • Western banks drained physical reserves

  • Eastern nations quietly accumulated

Countries like China and Russia have stockpiled vast quantities of physical metals, anticipating this moment.

Now, as Western institutions scramble, the East sits prepared, holding the real collateral of the next monetary era.

Industrial Demand Makes Silver Non-Negotiable

This Is Not Just an Investment Metal

Silver demand is exploding due to:

  • Solar energy

  • Electric vehicles

  • 5G infrastructure

  • Defense and aerospace

Unlike paper contracts, physical silver cannot be printed.

No matter the price, industry must secure supply — adding relentless upward pressure.

Historical Parallels: Monetary Resets Are Never Gentle

Lessons from the Past

History shows how these moments end:

  • 1933: Gold confiscated at $20.67, revalued to $35

  • 1971: Nixon closed the gold window, ending Bretton Woods

  • 1980 / 2011: Paper intervention crushed rallies — temporarily

Today is different.

NSFR represents a structural reset, not a policy tweak. Regulators are no longer protecting shorts.

Featured Snippet: Core Insight

Basel III’s NSFR rules are forcing a reconciliation between paper silver promises and physical reality, marking the beginning of a global monetary reform driven by real assets.

The Death of the Suppression Model

Why This Time Is Different

Central banks are shifting:

  • Away from paper illusions

  • Toward physical-backed realities

BRICS nations increasingly position commodities as collateral, accelerating the erosion of the petrodollar.

For decades, suppressed prices allowed strategic accumulation. Now that axis has flipped.

Western banking faces a systemic force majeure event.

Q&A: What This Means for You

Q: Why is silver so important right now?

A: Because regulatory changes expose massive paper shortages that cannot be resolved without physical metal.

Q: What does NSFR really do?

A: It forces banks to fully fund unallocated precious metals exposure, killing excessive leverage.

Q: Can banks suppress prices again?

A: Not sustainably. Physical constraints now dominate paper mechanisms.

Q: Why are individuals important?

A: Physical holders control liquidity in a market where supply is already critically tight.

Q: Is this part of a larger monetary reform?

A: Yes. Precious metals are re-emerging as collateral in a transitioning global system.

Key Takeaways

  • Basel III NSFR ends the paper silver game

  • Massive paper-to-physical imbalance is exposed

  • Banks face impossible choices

  • Physical silver demand is structurally rising

  • Eastern accumulation reshapes power dynamics

  • The monetary system is quietly reforming

Final Thoughts: This Is a Reckoning, Not a Rally

This is not about hype.

It is about regulatory math, physical scarcity, and historical precedent.

The silver market is signaling something far larger than price action — it is revealing the fault lines of a global monetary reset.

And this time, the public holds the leverage.

Follow & Stay Connected

🔗 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 

#SilverMarket #BaselIII #NSFR
#MonetaryReform #PreciousMetals
#SilverSqueeze #GlobalReset
#PhysicalSilver #BankingCrisis
#BRICS #DeDollarization
#FinancialSystem #ArielAnalysis

Ariel: Watch the Silver Market, the Monetary Reform

Watch The Silver Market: The Monetary Reform (You Are The Liquidity Banks Need)

You All Have To Understand Where We Are Right Now

The recent enforcement of Basel III’s Net Stable Funding Ratio rules has slammed the door on the old fractional reserve games that bullion banks played for years with precious metals like silver and gold. These institutions once treated massive paper contracts futures, unallocated positions as if they were backed by endless physical supply, leveraging ratios as high as 32:1 without holding the actual bars.

Now, with the NSFR in full effect as of early February 2026, any unallocated gold or silver exposure demands 85% stable funding in high-quality Tier 1 capital or cold cash equivalents. This turns short positions from profitable arbitrage into a balance-sheet nightmare, forcing banks to either cover their shorts aggressively or face catastrophic capital drains they simply cannot afford.

The speaker highlights COMEX data showing over 2 billion ounces in paper silver claims against just 64 million in registered physical inventory, creating an unsustainable mismatch. This regulatory shift effectively ends the era of algorithmic price suppression through spoofing and n***d shorts, paving the way for true physical price discovery.

Your Role In This Is More Important Than You Think

Banks now confront a b****l set of options, each more damaging than the last in this new regime. They could attempt to buy back their enormous short positions, which would ignite a ferocious short squeeze as available physical metal vanishes from the market. Converting paper claims to allocated, vaulted holdings requires sourcing physical silver at scale, but global annual mine production hovers around 850 million ounces nowhere near enough to cover the trillions in equivalent value tied up in open interest.

Raising fresh equity to meet the funding requirements looks impossible, as shareholders refuse dilution for positions already underwater. The result is a forced reconciliation between paper promises and vault reality, with Eastern entities like China and Russia having quietly accumulated vast physical stockpiles over the past six years while Western banks bled reserves.

Industrial demand from solar, EVs, 5G infrastructure, and defense sectors continues exploding, making physical silver increasingly indispensable regardless of price. This convergence of regulatory pressure, geopolitical hoarding, and real-world consumption spells the d***h of the old suppression model.

Why Banks Are Facing A Very Long Fall

The historical precedents underscore how these moments of reckoning reshape entire monetary systems without mercy. In 1933, Executive Order 6102 confiscated private gold holdings at $20.67 per ounce before the U.S. government revalued it to $35, masking a stealth default through revaluation. The 1971 Nixon shock closed the gold window after foreign demands exposed the over-issuance of dollars against dwindling reserves, ending Bretton Woods convertibility outright.

Today’s NSFR acts as a modern equivalent, with regulators no longer protecting the shorts as they did during past spikes like the Hunt brothers’ corner in 1980 or the 2011 run to $49. Central banks appear to have shifted allegiance toward physical-backed realities, especially as BRICS nations position commodities as the new collateral foundation.

The petrodollar’s erosion accelerates when physical metals dictate trade settlement terms over fiat paper. Western suppression kept prices artificially low for decades, allowing Eastern powers to buy cheap and build strategic reserves. This axis flip leaves traditional banking vulnerable to a systemic force majeure event.


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Iran's Bold Move: US Base in Baghdad Attacked! #iraqnews

 


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The Presidency Of The Government And The Presidency Of The Republic: To Proceed With A Balanced Policy And Resolve Constitutional Issues

 The Presidency Of The Government And The Presidency Of The Republic: To Proceed With A Balanced Policy And Resolve Constitutional Issues

Money and Business   Economy News – Baghdad   Prime Minister Mohammed Shia Al-Sudani received President Abdul Latif Jamal Rashid on Monday.

The meeting witnessed discussions on developments in the general situation in the country and the region, where the need to strengthen national unity and support the government’s measures and steps in enhancing Iraq’s pivotal role in the region was emphasized. 

The meeting also emphasized the government’s commitment to adopting a balanced foreign policy and its support for dialogue in resolving crises and establishing regional security and stability.

The meeting stressed the importance of resolving constitutional requirements towards forming a government capable of completing the development and economic revival process, and meeting the aspirations of the Iraqi people in the next stage.   https://economy-news.net/content.php?id=65514

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JEFF: WHY IRAQ’S BUDGET REFORM HAS BEEN STALLED SINCE 2009: THE EXCHANGE RATE TRUTH BEHIND BANKING REFORMS

Introduction: A Question That Changes Everything

In a recent article, an economist made a striking admission:

“Budget reform in Iraq has been stalled since 2009.”

At first glance, this sounds unbelievable. Why would a country rich in oil, resources, and international partnerships delay reform for more than a decade?

According to Jeff’s analysis, the answer is far simpler — and far more revealing — than most people realize.

They are waiting for the exchange rate to change.

Why Budget Reform Has Been Frozen for Over a Decade

It Was Never About Lack of Planning

Iraq has produced:

  • Budgets

  • Draft reform laws

  • Banking frameworks

  • Financial restructuring plans

So why hasn’t real reform happened?

Because budget reform cannot function properly without a tradable national currency.

As long as the Iraqi dinar remains restricted and non-international, meaningful reform remains impossible.

The Core Issue: A Non-Tradable Currency

Why Iraq Is Still Using the U.S. Dollar

Right now, Iraq’s primary tradable currency is the U.S. dollar, not the dinar.

This creates a fundamental problem:

  • Iraq cannot fully interact with global banking systems

  • Foreign currency exchange is limited

  • International settlements remain restricted

  • Sanctions complicate foreign transactions

Without a tradable dinar, Iraq cannot complete its financial transformation.

Banking Reforms and Foreign Currency Handling

What the Reforms Are Really About

A major component of Iraq’s banking reforms involves:

  • Foreign currency handling

  • International settlements

  • Cross-border transactions

  • Compliance with global banking standards

But here’s the catch:

If the dinar is not tradable internationally, banks cannot properly function within the global system.

This is why reforms appear stalled — they are paused, not abandoned.

Sanctions and the Waiting Game

Why Timing Matters

Sanctions and international oversight require:

  • Transparency

  • Stability

  • A recognized exchange rate

  • A currency that can move across borders

Iraq is essentially in a holding pattern, waiting for the moment when:

  • The exchange rate changes

  • The dinar becomes internationally tradable

  • Banking reforms can finally be activated

Until then, pushing reforms would be ineffective — or even dangerous.

Jeff’s Key Insight: Everything Hinges on the Rate

According to Jeff:

  • Budget reform

  • Banking reform

  • Foreign investment

  • International trade

all depend on one missing step.

A change in the exchange rate that allows the dinar to go international.

Without it, Iraq remains stuck using the dollar as a bridge currency — a temporary solution that cannot support long-term reform.

Featured Snippet: The Critical Insight

Iraq’s budget reform has been stalled since 2009 because the dinar is not yet tradable internationally, making full banking and foreign currency reforms impossible without an exchange rate change.

Why Reform Cannot Come Before the Rate Change

Sequence Matters

Many assume reforms should come first — but Iraq’s situation demands the opposite order:

  1. Exchange rate adjustment

  2. International tradability of the dinar

  3. Activation of banking reforms

  4. Functional budget reform

  5. Full global integration

Skipping step one breaks the entire process.

Q&A: Breaking It Down

Q: Why hasn’t Iraq reformed its budget since 2009?

A: Because meaningful budget reform requires a tradable national currency, which Iraq does not yet have.

Q: What currency is Iraq actually using for trade?

A: The U.S. dollar remains the primary tradable currency.

Q: How does this affect banking reforms?

A: Banks cannot handle foreign currency or international transactions properly without a tradable dinar.

Q: Are sanctions part of the delay?

A: Yes. Sanctions require strict compliance that hinges on exchange rate stability and transparency.

Q: What unlocks the entire process?

A: A change in the exchange rate that allows the dinar to go international.

The Bigger Picture: Not Delay, But Design

This isn’t incompetence or neglect.

It’s intentional sequencing.

Iraq is holding back reforms until the monetary foundation is ready. Once the exchange rate changes, reforms that have been “stalled” for years can be implemented rapidly.

That’s why observers often say:
“Everything is ready — they’re just waiting.”

Final Thoughts

Budget reform, banking reform, and economic modernization in Iraq are not separate issues.

They are all tied to one central reality:

You cannot reform a financial system without a tradable national currency.

Until the dinar goes international, Iraq remains in waiting mode.

And that is exactly why budget reform has been stalled since 2009.

Follow & Stay Connected

🔗 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 

#IraqBudget #Dinar #ExchangeRate
#BankingReform #JeffAnalysis #MntGoat
#IraqEconomy #GlobalBanking #Forex
#FinancialReform #DinarRevaluation
#EconomicIntegration #BreakingNews

Jeff

  They announced in this article "An economist says budget reform has been stalled since 2009" 

  Why?  They're waiting for the rate to change. 

 Part of the banking reforms have to do with foreign currency - handling and dealings...If the dinar is not tradable, which right now their tradable currency is the US dollar, they're not able to trade, interact and work with foreign currencies due to sanctions waiting for the rate to change, going international, having a tradable currency.


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FIREFLY: Trump makes impossible for Iran to use Iraq's monetary financial system to avoid sanctions

  Read also: Dr. Tom Update: " ALL ZIM DENOMINATIONS WILL BE ACCEPTED FOR REDEMPTION"