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Forwarded from Breakfast with Tiffany
The six largest US banks shed 15,000 jobs in Q1 2026 while posting $47 billion in profits, with CEOs  crediting AI for headcount reductions; JPMorgan, Citi, Goldman Sachs, Bank of America, and Wells Fargo are now disclosing specific AI productivity metrics in earnings calls, marking the quarter where AI-driven workforce reduction moved from speculation to audited financial data.



The six largest American banks shed 15,000 employees in the first quarter of 2026 while posting 47 billion dollars in collective profits, up 18 per cent year on year. The chief executives are no longer hedging. Jamie Dimon said artificial intelligence will eliminate jobs and that people should stop sticking their heads in the sand. Wells Fargoโ€™s Charlie Scharf said anyone who claims AI will not reduce headcount either does not know what they are talking about or is not being totally honest. Goldman Sachs circulated an internal memo warning of job cuts and a hiring freeze under a programme called OneGS 3.0. Citigroupโ€™s headcount fell by 2,000 in a single quarter. Bank of Americaโ€™s Brian Moynihan credited AI directly for workforce reductions four months after telling employees they did not have to worry.

The hedging is over. The earnings calls are the data.

The numbers
JPMorgan Chase is spending 19.8 billion dollars on technology in 2026, up two billion from the previous year. The bank reports that productivity in divisions using AI has risen to approximately 6 per cent, double the rate before deployment. Operations roles have been trimmed by 4 per cent and support functions by 2 per cent, while positions tied to client engagement and revenue generation rose 4 per cent. Dimon described it as a huge redeployment. The bankโ€™s headcount has held roughly steady at 318,500, but the composition has shifted. The humans who process are being replaced by the humans who sell.

Bank of Americaโ€™s AI assistant Erica now saves the equivalent of 11,000 full-time positions. Nearly 90 per cent of the bankโ€™s 213,000 employees use the Erica for Employees internal tool. The bank has also used AI to remove 30 per cent of the labour from its coding process, a saving Moynihan quantified as 2,000 engineering positions. Quarterly profit reached 8.6 billion dollars, 1.6 billion ahead of the previous year, and the bank explicitly attributed part of the gain to headcount reduction and automation.

Citigroup is executing the most aggressive restructuring of the group. The bank plans to cut roughly 20,000 positions by the end of 2026, approximately 8 per cent of its global workforce. When the Banamex retail banking business in Mexico is listed separately, total headcount will fall by approximately 60,000 to around 180,000. CEO Jane Fraser told staff in a January memo that the bank is not graded on effort and that AI and automation would allow it to run middle-office and operational functions with fewer people. Citiโ€™s AI tools now reach 182,000 employees across 84 countries, with adoption exceeding 70 per cent.

Goldman Sachs launched OneGS 3.0 in late 2025, an AI-driven overhaul of its cross-bank operations programme. The initiative targets sales, client onboarding, lending, regulatory reporting, and vendor management for AI deployment. Annual staffing cuts have been moved to the second quarter, targeting a 3 to 5 per cent reduction. CEO David Solomon has predicted that Goldman will have more employees, not fewer, in the long term, but the internal memo contradicts the conference rhetoric. In the near term, there will be fewer.

Wells Fargo has shrunk from 275,000 employees when Scharf joined in 2019 to just over 210,000 by late 2025. AI-powered code generation tools have made engineering teams 30 to 35 per cent more efficient. The bank has not reduced the number of coders, Scharf said, but is getting substantially more output from the same headcount. Internal budgets already assume a smaller workforce for 2026.
Breakfast with Tiffany
The six largest US banks shed 15,000 jobs in Q1 2026 while posting $47 billion in profits, with CEOs  crediting AI for headcount reductions; JPMorgan, Citi, Goldman Sachs, Bank of America, and Wells Fargo are now disclosing specific AI productivity metricsโ€ฆ
็ฑณๅ›ฝใฎๅคงๆ‰‹้Š€่กŒ6่กŒใฏ2026ๅนด็ฌฌ1ๅ››ๅŠๆœŸใซ1ไธ‡5000ไบบใฎไบบๅ“กๅ‰Šๆธ›ใ‚’ๅฎŸๆ–ฝใ—ใ€470ๅ„„ใƒ‰ใƒซใฎๅˆฉ็›Šใ‚’่จˆไธŠใ—ใŸใ€‚CEOใ‚‰ใฏไบบๅ“กๅ‰Šๆธ›ใฎ่ฆๅ› ใจใ—ใฆAIใ‚’ๆŒ™ใ’ใฆใ„ใ‚‹ใ€‚JPใƒขใƒซใ‚ฌใƒณใ€ใ‚ทใƒ†ใ‚ฃใ‚ฐใƒซใƒผใƒ—ใ€ใ‚ดใƒผใƒซใƒ‰ใƒžใƒณใƒปใ‚ตใƒƒใ‚ฏใ‚นใ€ใƒใƒณใ‚ฏใƒปใ‚ชใƒ–ใƒปใ‚ขใƒกใƒชใ‚ซใ€ใ‚ฆใ‚งใƒซใ‚บใƒปใƒ•ใ‚กใƒผใ‚ดใฏใ€ๆฑบ็ฎ—่ชฌๆ˜ŽไผšใงAIใซใ‚ˆใ‚‹็”Ÿ็”ฃๆ€งใซ้–ขใ™ใ‚‹ๅ…ทไฝ“็š„ใชๆŒ‡ๆจ™ใ‚’ๅ…ฌ่กจใ—ๅง‹ใ‚ใฆใŠใ‚Šใ€AIใซใ‚ˆใ‚‹ไบบๅ“กๅ‰Šๆธ›ใŒๆ†ถๆธฌใ‹ใ‚‰็›ฃๆŸปๆธˆใฟใฎ่ฒกๅ‹™ใƒ‡ใƒผใ‚ฟใธใจ็งป่กŒใ—ใŸๅ››ๅŠๆœŸใจใชใฃใŸใ€‚

็ฑณๅ›ฝใฎๅคงๆ‰‹้Š€่กŒ6่กŒใฏ2026ๅนด็ฌฌ1ๅ››ๅŠๆœŸใซ1ไธ‡5000ไบบใฎๅพ“ๆฅญๅ“กใ‚’ๅ‰Šๆธ›ใ—ใ€ๅ‰ๅนดๅŒๆœŸๆฏ”18%ๅข—ใจใชใ‚‹470ๅ„„ใƒ‰ใƒซใฎๅˆฉ็›Šใ‚’่จˆไธŠใ—ใŸใ€‚CEOใ‚‰ใฏใ‚‚ใฏใ‚„่จ€ใ„้€ƒใ‚Œใ‚’ใ—ใฆใ„ใชใ„ใ€‚ใ‚ธใ‚งใ‚คใƒŸใƒผใƒปใƒ€ใ‚คใƒขใƒณCEOใฏใ€ไบบๅทฅ็Ÿฅ่ƒฝใฏ้›‡็”จใ‚’ๅฅชใ†ใ ใ‚ใ†ใจ่ฟฐในใ€ไบบใ€…ใฏ็พๅฎŸใ‹ใ‚‰็›ฎใ‚’่ƒŒใ‘ใ‚‹ใฎใ‚’ใ‚„ใ‚ใ‚‹ในใใ ใจ่ชžใฃใŸใ€‚ใ‚ฆใ‚งใƒซใ‚บใƒปใƒ•ใ‚กใƒผใ‚ดใฎใƒใƒฃใƒผใƒชใƒผใƒปใ‚ทใƒฃใƒผใƒ•CEOใฏใ€AIใŒไบบๅ“กๅ‰Šๆธ›ใซใคใชใŒใ‚‰ใชใ„ใจไธปๅผตใ™ใ‚‹่€…ใฏใ€ไฝ•ใ‚‚ๅˆ†ใ‹ใฃใฆใ„ใชใ„ใ‹ใ€ใ‚ใ‚‹ใ„ใฏๆญฃ็›ดใงใฏใชใ„ใ‹ใฎใฉใกใ‚‰ใ‹ใ ใจ่ฟฐในใŸใ€‚ใ‚ดใƒผใƒซใƒ‰ใƒžใƒณใƒปใ‚ตใƒƒใ‚ฏใ‚นใฏใ€OneGS 3.0ใจๅ‘ผใฐใ‚Œใ‚‹ใƒ—ใƒญใ‚ฐใƒฉใƒ ใฎไธ‹ใ€ไบบๅ“กๅ‰Šๆธ›ใจๆ–ฐ่ฆๆŽก็”จๅ‡็ตใ‚’่ญฆๅ‘Šใ™ใ‚‹็คพๅ†…ใƒกใƒขใ‚’ๅ›ž่ฆงใ—ใŸใ€‚ใ‚ทใƒ†ใ‚ฃใ‚ฐใƒซใƒผใƒ—ใฏใ€ใ‚ใšใ‹1ๅ››ๅŠๆœŸใงๅพ“ๆฅญๅ“กๆ•ฐใ‚’2,000ไบบๅ‰Šๆธ›ใ—ใŸใ€‚ใƒใƒณใ‚ฏใƒปใ‚ชใƒ–ใƒปใ‚ขใƒกใƒชใ‚ซใฎใƒ–ใƒฉใ‚คใ‚ขใƒณใƒปใƒขใ‚คใƒ‹ใƒใƒณCEOใฏใ€ๅพ“ๆฅญๅ“กใซๅฟƒ้…ใ™ใ‚‹ๅฟ…่ฆใฏใชใ„ใจไผใˆใฆใ‹ใ‚‰4ใ‹ๆœˆๅพŒใ€ไบบๅ“กๅ‰Šๆธ›ใฎ็›ดๆŽฅ็š„ใชๅŽŸๅ› ใจใ—ใฆAIใ‚’ๆŒ™ใ’ใŸใ€‚

ใ‚‚ใฏใ‚„ใƒชใ‚นใ‚ฏๅ›ž้ฟใฏ้€š็”จใ—ใชใ„ใ€‚ๆฑบ็ฎ—็™บ่กจใ“ใใŒใƒ‡ใƒผใ‚ฟใ ใ€‚

ๆ•ฐๅญ—ใง่ฆ‹ใ‚‹ใจใ“ใ‚
JPใƒขใƒซใ‚ฌใƒณใƒปใƒใ‚งใƒผใ‚นใฏใ€2026ๅนดใซใƒ†ใ‚ฏใƒŽใƒญใ‚ธใƒผใซ198ๅ„„ใƒ‰ใƒซใ‚’ๆŠ•่ณ‡ใ™ใ‚‹ไบˆๅฎšใงใ€ใ“ใ‚Œใฏๅ‰ๅนดๆฏ”20ๅ„„ใƒ‰ใƒซใฎๅข—ๅŠ ใจใชใ‚‹ใ€‚ๅŒ่กŒใฎๅ ฑๅ‘Šใซใ‚ˆใ‚‹ใจใ€AIใ‚’ๆดป็”จใ—ใฆใ„ใ‚‹้ƒจ้–€ใฎ็”Ÿ็”ฃๆ€งใฏ็ด„6%ๅ‘ไธŠใ—ใ€ๅฐŽๅ…ฅๅ‰ใฎ2ๅ€ใจใชใฃใฆใ„ใ‚‹ใ€‚ใ‚ชใƒšใƒฌใƒผใ‚ทใƒงใƒณ้ƒจ้–€ใฎไบบๅ“กใฏ4%ใ€ใ‚ตใƒใƒผใƒˆ้ƒจ้–€ใฏ2%ๅ‰Šๆธ›ใ•ใ‚ŒใŸไธ€ๆ–นใ€้กงๅฎขๅฏพๅฟœใ‚„ๅŽ็›Šๅ‰ตๅ‡บใซ้–ขใ‚ใ‚‹ไบบๅ“กใฏ4%ๅข—ๅŠ ใ—ใŸใ€‚ใƒ€ใ‚คใƒขใƒณCEOใฏใ“ใ‚Œใ‚’ๅคง่ฆๆจกใชไบบๅ“กๅ†้…็ฝฎใจ่กจ็พใ—ใŸใ€‚ๅŒ่กŒใฎๅพ“ๆฅญๅ“กๆ•ฐใฏ็ด„31ไธ‡8,500ไบบใงใปใผๆจชใฐใ„ใ ใŒใ€ใใฎๆง‹ๆˆใฏๅค‰ๅŒ–ใ—ใฆใ„ใ‚‹ใ€‚ๅ‡ฆ็†ๆฅญๅ‹™ใ‚’ๆ‹…ๅฝ“ใ™ใ‚‹ไบบ้–“ใฏใ€่ฒฉๅฃฒๆฅญๅ‹™ใ‚’ๆ‹…ๅฝ“ใ™ใ‚‹ไบบ้–“ใซ็ฝฎใๆ›ใˆใ‚‰ใ‚Œใคใคใ‚ใ‚Šใพใ™ใ€‚

ใƒใƒณใ‚ฏใƒปใ‚ชใƒ–ใƒปใ‚ขใƒกใƒชใ‚ซใฎAIใ‚ขใ‚ทใ‚นใ‚ฟใƒณใƒˆใ€Œใ‚จใƒชใ‚ซใ€ใฏใ€็พๅœจใ€ใƒ•ใƒซใ‚ฟใ‚คใƒ ๆ›็ฎ—ใง1ไธ‡1000ไบบๅˆ†ใฎไบบๅ“กๅ‰Šๆธ›ใ‚’ๅฎŸ็พใ—ใฆใ„ใพใ™ใ€‚ๅŒ่กŒใฎๅพ“ๆฅญๅ“ก21ไธ‡3000ไบบใฎใ†ใกใ€็ด„90%ใŒ็คพๅ†…ใƒ„ใƒผใƒซใ€Œใ‚จใƒชใ‚ซใƒปใƒ•ใ‚ฉใƒผใƒปใ‚จใƒณใƒ—ใƒญใ‚คใƒผใ‚บใ€ใ‚’ๅˆฉ็”จใ—ใฆใ„ใพใ™ใ€‚ใพใŸใ€ๅŒ่กŒใฏAIใ‚’ๆดป็”จใ—ใฆใ‚ณใƒผใƒ‡ใ‚ฃใƒณใ‚ฐไฝœๆฅญใฎ30%ใ‚’ๅ‰Šๆธ›ใ—ใฆใŠใ‚Šใ€ใƒขใ‚คใƒ‹ใƒใƒณCEOใฏใ“ใฎๅ‰Šๆธ›้กใ‚’ใ‚จใƒณใ‚ธใƒ‹ใ‚ข2000ไบบๅˆ†ใซ็›ธๅฝ“ใ™ใ‚‹ใจ็ฎ—ๅ‡บใ—ใฆใ„ใพใ™ใ€‚ๅ››ๅŠๆœŸๅˆฉ็›Šใฏ86ๅ„„ใƒ‰ใƒซใซ้”ใ—ใ€ๅ‰ๅนดๅŒๆœŸๆฏ”16ๅ„„ใƒ‰ใƒซๅข—ใจใชใ‚Šใพใ—ใŸใ€‚ๅŒ่กŒใฏใ“ใฎๅข—็›Šใฎไธ€้ƒจใŒไบบๅ“กๅ‰Šๆธ›ใจ่‡ชๅ‹•ๅŒ–ใซใ‚ˆใ‚‹ใ‚‚ใฎใ ใจๆ˜Ž่จ€ใ—ใฆใ„ใพใ™ใ€‚

ใ‚ทใƒ†ใ‚ฃใ‚ฐใƒซใƒผใƒ—ใฏใ€ใ‚ฐใƒซใƒผใƒ—ๅ†…ใงๆœ€ใ‚‚็ฉๆฅต็š„ใชใƒชใ‚นใƒˆใƒฉใ‚’้€ฒใ‚ใฆใ„ใพใ™ใ€‚ๅŒ่กŒใฏ2026ๅนดๆœซใพใงใซ็ด„2ไธ‡ไบบใฎไบบๅ“กๅ‰Šๆธ›ใ‚’่จˆ็”ปใ—ใฆใŠใ‚Šใ€ใ“ใ‚Œใฏๅ…จไธ–็•Œใฎๅพ“ๆฅญๅ“กใฎ็ด„8%ใซ็›ธๅฝ“ใ—ใพใ™ใ€‚ใƒกใ‚ญใ‚ทใ‚ณใฎใƒใƒŠใƒกใƒƒใ‚ฏใ‚นใฎๅ€‹ไบบๅ‘ใ‘้Š€่กŒๆฅญๅ‹™ใŒๅˆฅใ€…ใซไธŠๅ ดใ•ใ‚Œใ‚‹ใจใ€ๅพ“ๆฅญๅ“ก็ทๆ•ฐใฏ็ด„6ไธ‡ไบบๆธ›ๅฐ‘ใ—ใ€็ด„18ไธ‡ไบบใซใชใ‚‹่ฆ‹่พผใฟใงใ™ใ€‚ใ‚ธใ‚งใƒผใƒณใƒปใƒ•ใƒฌใ‚คใ‚ถใƒผCEOใฏ1ๆœˆใฎ็คพๅ†…ใƒกใƒขใงใ€ๅŒ่กŒใฏๅŠชๅŠ›ใง่ฉ•ไพกใ•ใ‚Œใ‚‹ใฎใงใฏใชใใ€AIใจ่‡ชๅ‹•ๅŒ–ใซใ‚ˆใฃใฆใƒŸใƒ‰ใƒซใ‚ชใƒ•ใ‚ฃใ‚นๆฅญๅ‹™ใจใ‚ชใƒšใƒฌใƒผใ‚ทใƒงใƒณๆฉŸ่ƒฝใ‚’ใ‚ˆใ‚Šๅฐ‘ใชใ„ไบบๅ“กใง้‹ๅ–ถใงใใ‚‹ใจ่ฟฐในใฆใ„ใพใ™ใ€‚ใ‚ทใƒ†ใ‚ฃใ‚ฐใƒซใƒผใƒ—ใฎAIใƒ„ใƒผใƒซใฏ็พๅœจใ€84ใ‹ๅ›ฝใ€18ไธ‡2000ไบบใฎๅพ“ๆฅญๅ“กใซๅˆฉ็”จใ•ใ‚ŒใฆใŠใ‚Šใ€ๅฐŽๅ…ฅ็އใฏ70%ใ‚’่ถ…ใˆใฆใ„ใพใ™ใ€‚

ใ‚ดใƒผใƒซใƒ‰ใƒžใƒณใƒปใ‚ตใƒƒใ‚ฏใ‚นใฏ2025ๅนดๅพŒๅŠใซใ€้Š€่กŒๅ…จไฝ“ใฎๆฅญๅ‹™ใƒ—ใƒญใ‚ฐใƒฉใƒ ใ‚’AIใงๅˆทๆ–ฐใ™ใ‚‹ใ€ŒOneGS 3.0ใ€ใ‚’็™บ่กจใ—ใพใ—ใŸใ€‚ใ“ใฎๅ–ใ‚Š็ต„ใฟใฏใ€ๅ–ถๆฅญใ€้กงๅฎขใ‚ชใƒณใƒœใƒผใƒ‡ใ‚ฃใƒณใ‚ฐใ€่ž่ณ‡ใ€่ฆๅˆถๅ ฑๅ‘Šใ€ใƒ™ใƒณใƒ€ใƒผ็ฎก็†ใจใ„ใฃใŸๅˆ†้‡ŽใซใŠใ‘ใ‚‹AIๅฐŽๅ…ฅใ‚’ๅฏพ่ฑกใจใ—ใฆใ„ใพใ™ใ€‚ๅนด้–“ใฎไบบๅ“กๅ‰Šๆธ›ใฏ็ฌฌ2ๅ››ๅŠๆœŸใซๅ‰ๅ€’ใ—ใ•ใ‚Œใ€3๏ฝž5%ใฎๅ‰Šๆธ›ใ‚’็›ฎๆŒ‡ใ—ใฆใ„ใพใ™ใ€‚ใƒ‡ใƒ“ใƒƒใƒ‰ใƒปใ‚ฝใƒญใƒขใƒณCEOใฏใ€ใ‚ดใƒผใƒซใƒ‰ใƒžใƒณใƒปใ‚ตใƒƒใ‚ฏใ‚นใฎๅพ“ๆฅญๅ“กๆ•ฐใฏ้•ทๆœŸ็š„ใซใฏๆธ›ๅฐ‘ใ™ใ‚‹ใฎใงใฏใชใๅข—ๅŠ ใ™ใ‚‹ใจไบˆๆธฌใ—ใฆใ„ใพใ™ใŒใ€็คพๅ†…ใƒกใƒขใฎๅ†…ๅฎนใฏใ‚ซใƒณใƒ•ใ‚กใƒฌใƒณใ‚นใงใฎ็™บ่จ€ใจ็Ÿ›็›พใ—ใฆใ„ใพใ™ใ€‚็ŸญๆœŸ็š„ใซใฏใ€ๅพ“ๆฅญๅ“กๆ•ฐใฏๆธ›ๅฐ‘ใ™ใ‚‹ใงใ—ใ‚‡ใ†ใ€‚ใ‚ฆใ‚งใƒซใ‚บใƒปใƒ•ใ‚กใƒผใ‚ดใฏใ€ใ‚ทใƒฃใƒผใƒ•ๆฐใŒ2019ๅนดใซๅ…ฅ็คพใ—ใŸๆ™‚็‚นใงใฏๅพ“ๆฅญๅ“กๆ•ฐใŒ27ไธ‡5000ไบบใ ใฃใŸใŒใ€2025ๅนดๆœซใพใงใซ21ไธ‡ไบบๅผทใซใพใงๆธ›ๅฐ‘ใ™ใ‚‹่ฆ‹่พผใฟใ ใ€‚AIใ‚’ๆดป็”จใ—ใŸใ‚ณใƒผใƒ‰็”Ÿๆˆใƒ„ใƒผใƒซใซใ‚ˆใฃใฆใ€ใ‚จใƒณใ‚ธใƒ‹ใ‚ขใƒชใƒณใ‚ฐใƒใƒผใƒ ใฎๅŠน็އใฏ30๏ฝž35%ๅ‘ไธŠใ—ใŸใ€‚ใ‚ทใƒฃใƒผใƒ•ๆฐใซใ‚ˆใ‚Œใฐใ€ๅŒ่กŒใฏใƒ—ใƒญใ‚ฐใƒฉใƒžใƒผใฎๆ•ฐใ‚’ๆธ›ใ‚‰ใ—ใŸใ‚ใ‘ใงใฏใชใ„ใŒใ€ๅŒใ˜ไบบๅ“กใงๅคงๅน…ใช็”Ÿ็”ฃๆ€งๅ‘ไธŠใ‚’ๅฎŸ็พใ—ใฆใ„ใ‚‹ใ€‚็คพๅ†…ไบˆ็ฎ—ใงใฏใ€2026ๅนดใฎๅพ“ๆฅญๅ“กๆ•ฐๅ‰Šๆธ›ใŒๆ—ขใซๆƒณๅฎšใ•ใ‚Œใฆใ„ใ‚‹ใ€‚
Forwarded from Wolverine ๐Ÿ‡ฆ๐Ÿ‡บ ๐Ÿ‡ฆ๐Ÿ‡บ
Hi guys
It was a fantastic call today with Mauricio itโ€™s a pity not everything came through.
Peter is going to do everything possible to get it translated.

There were so some comments saying that Mauricio is a paymaster and that I have said that many times which is 10000% false . Please be careful with these people that give out misinformation, do your research please .

I did ask Mauricio early this week if we are close and he said yes as he came out of a meeting with treasury and itโ€™s all looking very good .

Thank you for all the support guys . Donโ€™t ever lose faith and never give up.

God bless
Wolverine
๐™ˆ๐™ช๐™ฉ๐™ฉ๐™š๐™ง ๐™„๐™ฃ ๐™Ž๐™š๐™˜๐™ง๐™š๐™ฉ ๐˜พ๐™ƒ
Hi guys It was a fantastic call today with Mauricio itโ€™s a pity not everything came through. Peter is going to do everything possible to get it translated. There were so some comments saying that Mauricio is a paymaster and that I have said that many timesโ€ฆ
็š†ใ•ใ‚“ใ“ใ‚“ใซใกใฏใ€‚
ไปŠๆ—ฅใ€ใƒžใ‚ฆใƒชใ‚ทใ‚ชใจ็ด ๆ™ดใ‚‰ใ—ใ„้€š่ฉฑใ‚’ใ—ใพใ—ใŸใ€‚ใ™ในใฆใŒใ†ใพใใ„ใ‹ใชใ‹ใฃใŸใฎใฏๆฎ‹ๅฟตใงใ—ใŸใ€‚
ใƒ”ใƒผใ‚ฟใƒผใฏ็ฟป่จณใ‚’ใ™ใ‚‹ใŸใ‚ใซใงใใ‚‹้™ใ‚Šใฎใ“ใจใ‚’ใ™ใ‚‹ใงใ—ใ‚‡ใ†ใ€‚

ใƒžใ‚ฆใƒชใ‚ทใ‚ชใฏ็ตฆไธŽ็ฎก็†่€…ใ ใจใ„ใ†ใ‚ณใƒกใƒณใƒˆใ‚‚ใ‚ใ‚Šใพใ—ใŸใŒใ€ใใ‚Œใฏ10000%้–“้•ใฃใฆใ„ใพใ™ใ€‚ใ“ใฎใ‚ˆใ†ใช่ชคใฃใŸๆƒ…ๅ ฑใ‚’็™บไฟกใ™ใ‚‹ไบบใซใฏๆณจๆ„ใ—ใฆใใ ใ•ใ„ใ€‚ใฉใ†ใ‹่ชฟๆŸปใ‚’ใŠ้ก˜ใ„ใ—ใพใ™ใ€‚

ไปŠ้€ฑๅˆใ‚ใซ็งใฏใƒžใ‚ฆใƒชใ‚ทใ‚ชใซใ€ๆˆ‘ใ€…ใฏ่ฟ‘ใ„ใ‹ใฉใ†ใ‹่žใใพใ—ใŸใ€‚ใใ—ใฆๅฝผใฏใ€่ฒกๅ‹™็œใจใฎไผš่ญฐใ‹ใ‚‰ๅ‡บใฆใใŸใจใ“ใ‚ใงใ€ใ™ในใฆใŒ้žๅธธใซ้ †่ชฟใ ใจ็ญ”ใˆใพใ—ใŸใ€‚

็š†ใ•ใ‚“ใ€ๅ…จใฆใฎๆ”ฏๆดใซๆ„Ÿ่ฌใ—ใพใ™ใ€‚ๆฑบใ—ใฆไฟกๅฟตใ‚’ๅคฑใ‚ใชใ„ใงใ€ๆฑบใ—ใฆใ‚ใใ‚‰ใ‚ใชใ„ใงใใ ใ•ใ„ใ€‚

็ฅžใฎใ”ๅŠ ่ญทใŒใ‚ใ‚Šใพใ™ใ‚ˆใ†ใซ
ใ‚ฆใƒซใƒดใ‚กใƒชใƒณ
๐™ˆ๐™ช๐™ฉ๐™ฉ๐™š๐™ง ๐™„๐™ฃ ๐™Ž๐™š๐™˜๐™ง๐™š๐™ฉ ๐˜พ๐™ƒ
Voice message
็š†ใ•ใ‚“ใ€ใ“ใ‚“ใซใกใฏใ€‚ใ‚ฆใ‚ฉใƒซใƒดใ‚ฃใƒผใงใ™ใ€‚

YouTubeใฎใ‚ณใƒกใƒณใƒˆๆฌ„ใ‚’ใ„ใใคใ‹่ชญใ‚“ใงใ„ใพใ—ใŸใ€‚

YouTubeใฎใ‚ณใƒกใƒณใƒˆๆฌ„ใซใฏใ€ๅคšใใฎ่’ใ‚‰ใ—ใŒไพตๅ…ฅใ—ใฆใ„ใฆใ€
ไบบ้กžใฎใŸใ‚ใซไฝ•ใ‹ใ‚’ใ—ใ‚ˆใ†ใจใ—ใฆใ„ใ‚‹ไบบใŸใกใซใ€ใฒใฉใ„ใ“ใจใ‚’ใŸใใ•ใ‚“่จ€ใฃใฆใ„ใ‚‹ใฎใฏๆฎ‹ๅฟตใงใ™ใ€‚

ใใ—ใฆใ€FBIใŒๅฎŸ้š›ใซใ“ใฎ็Šถๆณใ‚’็›ฃ่ฆ–ใ—ใฆใ„ใ‚‹ใ“ใจใ‚’ใŠไผใˆใ—ใฆใŠใใพใ™ใ€‚

ๅฎŸใฏใ€็งใŒ็Ÿฅใฃใฆใ„ใ‚‹ใƒกใƒณใƒใƒผใฎไธญใซใ€ไปฅๅ‰FBIใงๅƒใ„ใฆใ„ใŸไบบใŒใ„ใพใ™ใ€‚

ๅฝผใ‚‰ใฏ่‡ชๅˆ†ใŒ่ชฐใชใฎใ‹ๅˆ†ใ‹ใฃใฆใ„ใพใ™ใ€‚็›ฃ่ฆ–ใ•ใ‚Œใฆใ„ใ‚‹ใ‚“ใงใ™ใ€‚็‰นใซใ€็งใŒใ‚ˆใ็Ÿฅใ‚‰ใชใ„ใ‚ใ‚‹ไบบ็‰ฉใŒ็›ฃ่ฆ–ใ•ใ‚Œใฆใ„ใพใ™ใ€‚

ใงใ™ใ‹ใ‚‰ใ€่‰ฏใ„็Ÿฅใ‚‰ใ›ใŒๅฑŠใใ“ใจใ‚’ๆœŸๅพ…ใ—ใฆใ„ใพใ™ใ€‚

ๅฝผใ‚‰ใŒ้€ฎๆ•ใ•ใ‚Œใ‚‹ใ“ใจใ‚’้ก˜ใฃใฆใ„ใพใ™ใ€‚ๆœฌๅฝ“ใซใใ†้ก˜ใฃใฆใ„ใพใ™ใ€‚ใใ—ใฆใ€ๅฝผใ‚‰ใŒไฝ•ใ‚‚ๅ—ใ‘ๅ–ใ‚‰ใšใ€ๅŒป็™‚ใƒ™ใƒƒใƒ‰ใซใ‚ขใ‚ฏใ‚ปใ‚นใงใใชใ„ใ“ใจใ‚’้ก˜ใฃใฆใ„ใพใ™ใ€‚ใ“ใ‚Œใฏๆœ€ๅˆใ‹ใ‚‰
ไบบ้“็š„ใชๆ—…ใฎใฏใšใ ใฃใŸใ‚“ใงใ™ใ‚ˆใญ๏ผŸ

็งใŸใกใฏใ‚ˆใ‚Š่‰ฏใ„ไธ–็•Œใ€ใคใพใ‚Šใ€ใฒใฉใ„ไธ–็•Œใงใฏใชใใ€ใ‚ˆใ‚Š่‰ฏใ„ไธ–็•Œใธใจๅค‰ใˆใ‚ˆใ†ใจใ—ใฆใ„ใพใ™ใ€‚

็งใŸใกใ‚’ๅˆ†ๆ–ญใ—ใ‚ˆใ†ใจใ™ใ‚‹ไธ–็•Œใงใฏใชใใ€ใใ†ใงใ—ใ‚‡ใ†๏ผŸ

ใใ—ใฆใ€ใ“ใ‚Œใ‚‰ใฎไบบใ€…ใŒใ€
ๅœฐๅŸŸ็คพไผšใซใ“ใ‚Œใปใฉๅคšใใฎๅฎณใ‚’ๅŠใผใ—ใฆใใŸใซใ‚‚ใ‹ใ‹ใ‚ใ‚‰ใšใ€
ใŠ้‡‘ใ‚’ๅ—ใ‘ๅ–ใ‚‹ใ“ใจใŒใงใใ€
็งใŸใกใจๅŒใ˜ใ‚ˆใ†ใซ็”Ÿๆดปใงใใ‚‹ใชใ‚“ใฆใ€ใ‚ใพใ‚Šใซใ‚‚ๆฎ‹้…ทใงใ™ใ€‚

ๅฝผใ‚‰ใŒใใ†ใชใ‚‰ใชใ„ใ‚ˆใ†ใ€็ฅžใซ็ฅˆใฃใฆใ„ใพใ™ใ€‚

ใŸใ ใ€FBIใŒใ“ใ‚Œใ‚‰ใฎไบบใ€…ใ‚’็›ฃ่ฆ–ใ—ใฆใ„ใ‚‹ใจ่žใ„ใฆใ„ใพใ™ใ€‚

ไป–ใฎ่ญฆๅฏŸๆฉŸ้–ขใฎไบบใ€…ใ‚‚ๅŒๆง˜ใงใ™ใ€‚

ๅˆ†ใ‹ใ‚Šใพใ—ใŸใ€‚
ใงใ™ใ‹ใ‚‰ใ€ๅฝผใ‚‰ใŒใ™ใใซ้€ฎๆ•ใ•ใ‚Œใ‚‹ใจใ„ใ†่‰ฏใ„็Ÿฅใ‚‰ใ›ใŒๅฑŠใใ‚ˆใ†็ฅˆใฃใฆใใ ใ•ใ„ใ€‚

ๅˆ†ใ‹ใ‚Šใพใ—ใŸใ€‚

็š†ใ•ใ‚“ใ€ใŠๅ…ƒๆฐ—ใงใ€‚่‰ฏใ„ไธ€ๆ—ฅใ‚’ใŠ้Žใ”ใ—ใใ ใ•ใ„ใ€‚
ใ•ใ‚ˆใ†ใชใ‚‰ใ€‚
Forwarded from Melaniastasia Romanov
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IRAQโ€™S NEW GOVERNMENT OFFICIALLY BEGINS

Iraq has entered a new governing chapter.

Prime Minister Mr. Ali Falah Al-Zaidi has officially assumed his duties as head of government and Commander-in-Chief of the Armed Forces, following the formal handover ceremony with former Prime Minister Mr. Mohammed Shia Al-Sudani at the Government Palace in Baghdad.

The symbolism matters. The national anthem, the honor guard representing Iraqโ€™s armed forces, and the artillery salute all marked more than a ceremony โ€” they marked the constitutional transfer of executive authority and the beginning of a new political cycle.

In his first address to the Iraqi people, Al-Zaidi placed the emphasis exactly where Iraq needs it most: national partnership, economic reform, protection of public funds, anti-corruption, youth employment, stronger services, healthcare, education, infrastructure, sovereignty, and balanced regional and international relations.

His message was clear: the next phase cannot be built on slogans. It must be built on institutions, law, justice, and measurable delivery.

The most important economic signal was his pledge to launch a comprehensive financial and economic reform program aimed at building a diversified, sustainable national economy โ€” one that does not remain dependent on a single resource. That means industry, agriculture, tourism, investment, private sector growth, and Iraqi talent must now move from talking points into execution.

This is where the Central Bank, fiscal discipline, banking reform, anti-corruption controls, and dollar-access modernization become central. A stronger state requires a stronger financial system. A stronger dinar requires confidence, stability, transparency, and productive growth โ€” not speculation.

Al-Zaidi also presided over the first regular meeting of the Council of Ministers, signaling that the government is moving immediately from ceremony to administration.

Iraqโ€™s opportunity now is discipline.

If this government can turn partnership into policy, reform into implementation, and stability into investor confidence, then this moment may be remembered as more than a transfer of power.

It may be remembered as the opening step toward a more institutional, sovereign, and economically resilient Iraq.

Melaniastasia Romanov
Melaniastasia Romanov
IRAQโ€™S NEW GOVERNMENT OFFICIALLY BEGINS Iraq has entered a new governing chapter. Prime Minister Mr. Ali Falah Al-Zaidi has officially assumed his duties as head of government and Commander-in-Chief of the Armed Forces, following the formal handover ceremonyโ€ฆ
ใ‚คใƒฉใ‚ฏใฎๆ–ฐๆ”ฟๅบœใŒๆญฃๅผใซ็™บ่ถณ

ใ‚คใƒฉใ‚ฏใฏๆ–ฐใ—ใ„็ตฑๆฒปใฎ็ซ ใซๅ…ฅใฃใŸใ€‚

ใ‚ขใƒชใƒปใƒ•ใ‚กใƒฉใƒปใ‚ขใƒซใƒปใ‚ถใ‚คใƒ‡ใ‚ฃ้ฆ–็›ธใฏใ€ใƒใ‚ฐใƒ€ใƒƒใƒ‰ใฎๆ”ฟๅบœๅฎฎๆฎฟใงใƒขใƒใƒกใƒ‰ใƒปใ‚ทใ‚ขใƒปใ‚ขใƒซใƒปใ‚นใƒ€ใƒ‹ๅ‰้ฆ–็›ธใจใฎๆญฃๅผใชๅผ•ใ็ถ™ใŽๅผๅ…ธใ‚’็ตŒใฆใ€ๆ”ฟๅบœใฎ้•ทใจใ—ใฆใฎ่ทๅ‹™ใจ่ป้šŠใฎๆœ€้ซ˜ๅธไปคๅฎ˜ใจใ—ใฆใฎ่ทๅ‹™ใซๆญฃๅผใซๅฐฑไปปใ—ใพใ—ใŸใ€‚

ใ‚ทใƒณใƒœใƒชใ‚บใƒ ใŒ้‡่ฆใงใ™ใ€‚ๅ›ฝๆญŒใ€ใ‚คใƒฉใ‚ฏใฎ่ป้šŠใ‚’ไปฃ่กจใ™ใ‚‹่ก›ๅ…ตใ€ใใ—ใฆๅคง็ ฒใฎๆ•ฌ็คผใฏใ€ๅ„€ๅผไปฅไธŠใฎใ‚‚ใฎใงใ—ใŸใ€‚ใใ‚Œใ‚‰ใฏใ€่กŒๆ”ฟๆจฉใฎๆ†ฒๆณ•ไธŠใฎ็งป่กŒใจๆ–ฐใ—ใ„ๆ”ฟๆฒปใ‚ตใ‚คใ‚ฏใƒซใฎ้–‹ๅง‹ใ‚’็คบใ—ใฆใ„ใพใ—ใŸใ€‚

ใ‚ขใƒซใƒปใ‚ถใ‚คใƒ‡ใ‚ฃๆฐใฏใ‚คใƒฉใ‚ฏๅ›ฝๆฐ‘ใธใฎๆœ€ๅˆใฎๆผ”่ชฌใงใ€ใ‚คใƒฉใ‚ฏใŒๆœ€ใ‚‚ๅฟ…่ฆใจใ—ใฆใ„ใ‚‹ใ‚‚ใฎใซ้‡็‚นใ‚’็ฝฎใใพใ—ใŸใ€‚ใใ‚Œใฏใ€ๅ›ฝๅฎถใƒ‘ใƒผใƒˆใƒŠใƒผใ‚ทใƒƒใƒ—ใ€็ตŒๆธˆๆ”น้ฉใ€ๅ…ฌ็š„่ณ‡้‡‘ใฎไฟ่ญทใ€ๆฑš่ทๅฏพ็ญ–ใ€่‹ฅ่€…ใฎ้›‡็”จใ€ๅผทๅŒ–ใ•ใ‚ŒใŸใ‚ตใƒผใƒ“ใ‚นใ€ๅŒป็™‚ใ€ๆ•™่‚ฒใ€ใ‚คใƒณใƒ•ใƒฉใ€ไธปๆจฉใ€ใใ—ใฆใƒใƒฉใƒณใ‚นใฎๅ–ใ‚ŒใŸๅœฐๅŸŸใŠใ‚ˆใณๅ›ฝ้š›้–ขไฟ‚ใงใ—ใŸใ€‚

ๅฝผใฎใƒกใƒƒใ‚ปใƒผใ‚ธใฏๆ˜Ž็ขบใงใ—ใŸใ€‚ๆฌกใฎๆฎต้šŽใฏใ‚นใƒญใƒผใ‚ฌใƒณใงใฏใชใใ€ๅˆถๅบฆใ€ๆณ•ๅพ‹ใ€ๆญฃ็พฉใ€ใใ—ใฆๆธฌๅฎšๅฏ่ƒฝใชๆˆๆžœใซๅŸบใฅใ„ใฆๆง‹็ฏ‰ใ•ใ‚Œใชใ‘ใ‚Œใฐใชใ‚Šใพใ›ใ‚“ใงใ—ใŸใ€‚

ๆœ€ใ‚‚้‡่ฆใช็ตŒๆธˆ็š„ใชใ‚ทใ‚ฐใƒŠใƒซใฏใ€ๅคšๆง˜็š„ใงๆŒ็ถšๅฏ่ƒฝใชๅ›ฝๆฐ‘็ตŒๆธˆใ‚’ๆง‹็ฏ‰ใ™ใ‚‹ใŸใ‚ใฎๅŒ…ๆ‹ฌ็š„ใช่ฒกๆ”ฟใƒป็ตŒๆธˆๆ”น้ฉใƒ—ใƒญใ‚ฐใƒฉใƒ ใ‚’็ซ‹ใกไธŠใ’ใ‚‹ใจใ„ใ†ๅ…ฌ็ด„ใงใ—ใŸใ€‚ใใ‚Œใฏใ€ๅ˜ไธ€ใฎ่ณ‡ๆบใซไพๅญ˜ใ—ใชใ„็ตŒๆธˆใงใ™ใ€‚ใคใพใ‚Šใ€็”ฃๆฅญใ€่พฒๆฅญใ€่ฆณๅ…‰ใ€ๆŠ•่ณ‡ใ€ๆฐ‘้–“ใ‚ปใ‚ฏใ‚ฟใƒผใฎๆˆ้•ทใ€ใใ—ใฆใ‚คใƒฉใ‚ฏใฎไบบๆใฏใ€ไปŠๅพŒใฏ่ฉฑ้กŒใ‹ใ‚‰ๅฎŸ่กŒใซ็งปใ•ใชใ‘ใ‚Œใฐใชใ‚Šใพใ›ใ‚“ใ€‚

ใ“ใฎ็‚นใงใฏใ€ไธญๅคฎ้Š€่กŒใ€่ฒกๆ”ฟ่ฆๅพ‹ใ€้Š€่กŒๆ”น้ฉใ€ๆฑš่ทๅฏพ็ญ–ใ€ใใ—ใฆใƒ‰ใƒซใ‚ขใ‚ฏใ‚ปใ‚นใฎ่ฟ‘ไปฃๅŒ–ใŒไธญๅฟƒใจใชใ‚Šใพใ™ใ€‚ๅผทใ„ๅ›ฝๅฎถใซใฏๅผทใ„้‡‘่žใ‚ทใ‚นใƒ†ใƒ ใŒๅฟ…่ฆใงใ™ใ€‚ๅผทใ„ใƒ‡ใ‚ฃใƒŠใƒผใƒซใซใฏไฟก้ ผใ€ๅฎ‰ๅฎšใ€้€ๆ˜Žๆ€งใ€ใใ—ใฆ็”Ÿ็”ฃ็š„ใชๆˆ้•ทใŒๅฟ…่ฆใงใ‚ใ‚Šใ€ๆŠ•ๆฉŸใงใฏใชใใ€‚

ใ‚ขใƒซใƒปใ‚ถใ‚คใƒ‡ใ‚ฃๆฐใฏใพใŸใ€้–ฃๅƒšไผš่ญฐใฎๆœ€ๅˆใฎๅฎšไพ‹ไผš่ญฐใ‚’ไธปๅฎฐใ—ใ€ๆ”ฟๅบœใŒใ™ใใซๅ„€ๅผใ‹ใ‚‰่กŒๆ”ฟใซ็งป่กŒใ—ใฆใ„ใ‚‹ใ“ใจใ‚’็คบใ—ใพใ—ใŸใ€‚

ใ‚คใƒฉใ‚ฏใซไธŽใˆใ‚‰ใ‚ŒใŸๆฉŸไผšใฏ่ฆๅพ‹ใงใ™ใ€‚

ใ‚‚ใ—ใ“ใฎๆ”ฟๅบœใŒใƒ‘ใƒผใƒˆใƒŠใƒผใ‚ทใƒƒใƒ—ใ‚’ๆ”ฟ็ญ–ใซใ€ๆ”น้ฉใ‚’ๅฎŸๆ–ฝใซใ€ใใ—ใฆๅฎ‰ๅฎšใ‚’ๆŠ•่ณ‡ๅฎถใฎไฟก้ ผใซๅค‰ใˆใ‚‹ใ“ใจใŒใงใใ‚Œใฐใ€ใ“ใฎ็žฌ้–“ใฏๅ˜ใชใ‚‹ๆจฉๅŠ›ใฎ็งป่กŒไปฅไธŠใฎใ‚‚ใฎใจใ—ใฆ่จ˜ๆ†ถใ•ใ‚Œใ‚‹ใงใ—ใ‚‡ใ†ใ€‚

ใใ‚Œใฏใ€ใ‚ˆใ‚Šๅˆถๅบฆ็š„ใ€ไธปๆจฉ็š„ใ€ใใ—ใฆ็ตŒๆธˆ็š„ใซๅผท้ญใชใ‚คใƒฉใ‚ฏใธใฎ็ฌฌไธ€ๆญฉใจใ—ใฆ่จ˜ๆ†ถใ•ใ‚Œใ‚‹ใงใ—ใ‚‡ใ†ใ€‚

ใƒกใƒฉใƒ‹ใ‚ขใ‚นใ‚ฟใ‚ทใ‚ขใƒปใƒญใƒžใƒŽใƒ•
Forwarded from Majeed ๐Ÿ‡ธ๐Ÿ‡ฆ KSA ๐Ÿ‡บ๐Ÿ‡ธ
You must read this

Here is how the banking reform is done in Iraq

What Iraq has already achieved

Over the last decade, Iraq moved from an almost entirely cash-based and loosely controlled banking environment toward a more internationally supervised system.

Major progress includes:

Electronic payment expansion
Salary localization into bank accounts
Stronger AML/CFT (anti-money laundering) rules
Integration with SWIFT/global payment systems
Restrictions on corrupt dollar transfers
Bank audits and restructuring
Financial inclusion growth
ATM and bank card expansion
Preparation for digital banking and possibly a digital dinar

The biggest turning point came after the U.S. Federal Reserve and Treasury forced Iraq to tighten dollar-transfer controls beginning around 2022โ€“2023. That pressure effectively forced Iraq to modernize its banking oversight.

In 2025โ€“2026, the Central Bank of Iraq launched what it openly called a โ€œcomprehensive reform projectโ€ with consulting firm Oliver Wyman.

That is one of the clearest signs that Iraq has moved from talking about reform to actually restructuring the banking sector.

The key point is this:

Iraq is no longer in the โ€œplanning onlyโ€ phase.
It is now in the implementation and enforcement phase of reform. That is a major difference from most of the last decade.

Follow ๐Ÿ‘‰๐Ÿป Majeed ๐Ÿ‡บ๐Ÿ‡ธ
Majeed ๐Ÿ‡ธ๐Ÿ‡ฆ KSA ๐Ÿ‡บ๐Ÿ‡ธ
You must read this Here is how the banking reform is done in Iraq What Iraq has already achieved Over the last decade, Iraq moved from an almost entirely cash-based and loosely controlled banking environment toward a more internationally supervised system.โ€ฆ
ใ“ใ‚Œใ‚’่ชญใพใชใ‘ใ‚Œใฐใชใ‚‰ใชใ„

ใ‚คใƒฉใ‚ฏใฎ้Š€่กŒๆ”น้ฉใฎใ‚„ใ‚Šๆ–นใฏใ“ใกใ‚‰

ใ‚คใƒฉใ‚ฏใŒใ™ใงใซ้”ๆˆใ—ใŸใ“ใจ

้ŽๅŽป10ๅนด้–“ใซใ€ใ‚คใƒฉใ‚ฏใฏใปใจใ‚“ใฉ็พ้‡‘ใƒ™ใƒผใ‚นใงใ‚ใ‚Šใ€็ทฉใ็ฎก็†ใ•ใ‚Œใฆใ„ใŸ้Š€่กŒ็’ฐๅขƒใ‹ใ‚‰ใ€ใ‚ˆใ‚Šๅ›ฝ้š›็š„ใซ็›ฃ็ฃใ•ใ‚ŒใŸใ‚ทใ‚นใƒ†ใƒ ใซ็งป่กŒใ—ใพใ—ใŸใ€‚

ไธปใช้€ฒๅฑ•ใจใ—ใฆใฏใ€

้›ปๅญๆฑบๆธˆใฎๆ‹กๅคง
็ตฆไธŽใ‚’้Š€่กŒๅฃๅบงใซๅ…ฅ้‡‘
ใ‚ˆใ‚Šๅผทๅ›บใชAML/CFT๏ผˆ่ณ‡้‡‘ๆด—ๆต„้˜ฒๆญข๏ผ‰่ฆๅ‰‡
SWIFT/ใ‚ฐใƒญใƒผใƒใƒซๆฑบๆธˆใ‚ทใ‚นใƒ†ใƒ ใจใฎ็ตฑๅˆ
ไธๆญฃใชใƒ‰ใƒซ้€้‡‘ใฎๅˆถ้™
้Š€่กŒ็›ฃๆŸปใจๅ†็ทจๆˆ
้‡‘่žๅŒ…ๆ‘‚ใฎๆ‹กๅคง
ATMใจ้Š€่กŒใ‚ซใƒผใƒ‰ใฎๆ‹กๅคง
ใƒ‡ใ‚ธใ‚ฟใƒซใƒใƒณใ‚ญใƒณใ‚ฐใจใŠใใ‚‰ใใƒ‡ใ‚ธใ‚ฟใƒซใƒ‡ใ‚ฃใƒŠใƒผใƒซใฎๆบ–ๅ‚™

ๆœ€ๅคงใฎ่ปขๆ›็‚นใฏใ€2022ๅนด๏ฝž2023ๅนด้ ƒใซ็ฑณๅ›ฝ้€ฃ้‚ฆๆบ–ๅ‚™ๅˆถๅบฆใจ่ฒกๅ‹™็œใŒใ‚คใƒฉใ‚ฏใซใƒ‰ใƒซ้€้‡‘ใฎ่ฆๅˆถๅผทๅŒ–ใ‚’ๅผทๅˆถใ—ใŸๅพŒใซ่จชใ‚Œใพใ—ใŸใ€‚ใ“ใฎๅœงๅŠ›ใซใ‚ˆใ‚Šใ€ใ‚คใƒฉใ‚ฏใฏ้Š€่กŒ็›ฃ็ฃใ‚’่ฟ‘ไปฃๅŒ–ใ™ใ‚‹ใ“ใจใ‚’ไฝ™ๅ„€ใชใใ•ใ‚Œใพใ—ใŸใ€‚

2025๏ฝž2026ๅนดใซใ€ใ‚คใƒฉใ‚ฏไธญๅคฎ้Š€่กŒใฏใ‚ชใƒชใƒใƒผใƒปใƒฏใ‚คใƒžใƒณใจใ„ใ†ใ‚ณใƒณใ‚ตใƒซใƒ†ใ‚ฃใƒณใ‚ฐไผš็คพใจๅ”ๅŠ›ใ—ใฆใ€ๅ…ฌ็„ถใซใ€ŒๅŒ…ๆ‹ฌ็š„ใชๆ”น้ฉใƒ—ใƒญใ‚ธใ‚งใ‚ฏใƒˆใ€ใ‚’็ซ‹ใกไธŠใ’ใพใ—ใŸใ€‚

ใ“ใ‚Œใฏใ€ใ‚คใƒฉใ‚ฏใŒๆ”น้ฉใซใคใ„ใฆ่ฉฑใ™ๆฎต้šŽใ‹ใ‚‰ใ€ๅฎŸ้š›ใซ้Š€่กŒใ‚ปใ‚ฏใ‚ฟใƒผใ‚’ๅ†็ทจๆˆใ—ใ‚ˆใ†ใจใ—ใฆใ„ใ‚‹ๆœ€ใ‚‚ๆ˜Ž็ขบใชๅ…†ๅ€™ใฎ1ใคใงใ™ใ€‚

้‡่ฆใช็‚นใฏใ“ใ‚Œใ ๏ผš

ใ‚คใƒฉใ‚ฏใฏใ‚‚ใฏใ‚„ใ€Œ่จˆ็”ปใฎใฟใ€ๆฎต้šŽใงใฏใชใ„ใ€‚
ไปŠใฏๆ”น้ฉใฎๅฎŸๆ–ฝใจๅผทๅˆถๅŸท่กŒใฎๆฎต้šŽใซใ‚ใ‚‹ใ€‚ใ“ใ‚Œใฏ้ŽๅŽป10ๅนด้–“ใฎใปใจใ‚“ใฉใจใฏๅคงใใ็•ฐใชใฃใฆใ„ใพใ™ใ€‚

ใƒ•ใ‚ฉใƒญใƒผ ๐Ÿ‘‰๐Ÿป ใƒžใ‚ธใ‚งใƒ‰ ๐Ÿ‡บ๐Ÿ‡ธ
Forwarded from Wolverine ๐Ÿ‡ฆ๐Ÿ‡บ ๐Ÿ‡ฆ๐Ÿ‡บ
๐Ÿšจ THE DINAR IS APPROACHING FAST:
HISTORIC CURRENCY SHIFTS IN IRAQ AND VIETNAM ๐Ÿšจ

A massive wave of geopolitical and financial events has marked what is considered the most significant real-time movement in the currency investment landscape in over 15 years.

In their latest update (see below ๐Ÿ‘‡), Stephen Campolo and Thom Sieloff analyze the main recent developments regarding the Iraqi dinar ๐Ÿ‡ฎ๐Ÿ‡ถ and the Vietnamese dong ๐Ÿ‡ป๐Ÿ‡ณ.

Here is the essential information you need to know:

๐Ÿ‡ฎ๐Ÿ‡ถ IRAQ BREAKS A 23-YEAR STREAK:
* Government formed: Al-Zedi has been officially confirmed as the new Prime Minister of Iraq, and his cabinet has received a vote of confidence.

* A Constitutional Milestone:
For the first time in 23 years, Iraq met the constitutional deadline for forming a government, instead of delaying the process. This demonstrates a tremendous behind-the-scenes push.

* US Advice and Anti-Corruption: Prime Minister Al-Zedi has explicitly stated his mission to eradicate Iranian corruption from the banking sector.

The US administration is reportedly actively guiding the selection of ministers to ensure structural compliance.

* Central Bank Reorganization: A surprise candidate is being considered for the position of governor of the Central Bank of Iraq (CBI), the most crucial post responsible for setting exchange rates.

* ๐Ÿ›ข๏ธ PROGRESS ON THE HYDROCARBONS LAW (HCL)
* Erbil and Baghdad have finally reached a general consensus on the Hydrocarbons Law, which had been stalled since 2007.
* The HCL aims to distribute oil revenues equitably among all Iraqi citizens.

This agreement is considered a key catalyst, directly linked to the recovery of the currency's effective real exchange rate.

๐Ÿ’ฐ IMF LOAN AND RESERVE STRATEGY:
* Iraq ๐Ÿ‡ฎ๐Ÿ‡ถ is in active communication with the IMF regarding a potential loan.

To access it, Iraq must meet strict international transparency and financial requirements.

* While oil revenues have temporarily declined due to regional tensions near the Strait of Hormuz, Iraq ๐Ÿ‡ฎ๐Ÿ‡ถ remains OPEC's second-largest producer, meaning its revenues could surge once stability is restored.

๐Ÿ‡ป๐Ÿ‡ณ VIETNAM'S PARALLEL EXPANSION
* Dong Boost: The Vietnamese dong is reaching 52-week highs against the USD as the country aggressively pursues an improved credit rating.

* Emerging Market Upgrade: FTSE Russell has publicly announced Vietnam's upgrade to emerging market status, expected by the end of September.

* Master Plan: Vietnam ๐Ÿ‡ป๐Ÿ‡ณ has launched a 100-year economic master plan, which includes actively building up fuel reserves, energy rationing, and signing strategic agreements with BRICS countries.

Rumors continue to circulate that the dinar and the dong could be revalued simultaneously.

๐Ÿ”ฎ POSSIBLE TIMELINES AND INVESTMENT STRATEGY

* Summer Window:
Analysts suggest that this summer (particularly August or September) represents an optimal window for significant milestones in currency revaluation, in line with the anticipated timeline for the withdrawal of international troops. * Historical Precedent: If we look at currency resets following previous wars (such as those in Kuwait ๐Ÿ‡ฐ๐Ÿ‡ผ and Iraq ๐Ÿ‡ฎ๐Ÿ‡ถ in 2003), the official exchange periods typically last 90 days.

* Smart Planning Afterward:
Investors are strongly advised not to panic or rush to convert all their investments on the first day. Testing the process with a small sample amount can help avoid high bank fees and operational issues.

* Banking relationships: Open accounts with the four major financial institutions in advance to ensure that rigorous anti-money laundering controls and identity verification go smoothly.

The global financial system is moving faster than ever.

Stay alert, avoid unfounded euphoria, do your own research, and keep a close eye on developments in the coming days. ๐Ÿ“ˆ๐Ÿ”ฅ

๐ŸŽฌ Watch the full discussion here:

@argosaki
๐™ˆ๐™ช๐™ฉ๐™ฉ๐™š๐™ง ๐™„๐™ฃ ๐™Ž๐™š๐™˜๐™ง๐™š๐™ฉ ๐˜พ๐™ƒ
๐Ÿšจ THE DINAR IS APPROACHING FAST: HISTORIC CURRENCY SHIFTS IN IRAQ AND VIETNAM ๐Ÿšจ A massive wave of geopolitical and financial events has marked what is considered the most significant real-time movement in the currency investment landscape in over 15 years.โ€ฆ
๐Ÿšจ ใƒ‡ใ‚ฃใƒŠใƒผใƒซใŒๆ€ฅ้€ŸใซๆŽฅ่ฟ‘ใ—ใฆใ„ใ‚‹:
ใ‚คใƒฉใ‚ฏใจใƒ™ใƒˆใƒŠใƒ ใฎๆญดๅฒ็š„ใช้€š่ฒจใ‚ทใƒ•ใƒˆ ๐Ÿšจ

ๅคง่ฆๆจกใชๅœฐๆ”ฟๅญฆ็š„ใƒป้‡‘่ž็š„ใชๅ‡บๆฅไบ‹ใŒ็›ธๆฌกใ„ใงใ€้ŽๅŽป15ๅนด้–“ใงๆœ€ใ‚‚้‡่ฆใช้€š่ฒจๆŠ•่ณ‡ใฎ็พๅฎŸ็š„ใชๅ‹•ใใจ่ฆ‹ใ‚‰ใ‚Œใฆใ„ใพใ™ใ€‚

ใ‚นใƒ†ใ‚ฃใƒผใƒ–ใƒณใƒปใ‚ซใƒณใƒใƒญใจใƒˆใƒ ใƒปใ‚ทใƒผใƒญใƒ•ใฏใ€ๆœ€ๆ–ฐใฎๆ›ดๆ–ฐๆƒ…ๅ ฑ(ไธ‹่จ˜ๅ‚็…ง)ใงใ€ใ‚คใƒฉใ‚ฏใฎใƒ‡ใ‚ฃใƒŠใƒผใƒซ ๐Ÿ‡ฎ๐Ÿ‡ถใจใƒ™ใƒˆใƒŠใƒ ใฎใƒ‰ใƒณ ๐Ÿ‡ป๐Ÿ‡ณใซ้–ขใ™ใ‚‹ๆœ€่ฟ‘ใฎไธปใชๅ‹•ๅ‘ใ‚’ๅˆ†ๆžใ—ใฆใ„ใพใ™ใ€‚

ใ“ใกใ‚‰ใฏ็ŸฅใฃใฆใŠใในใ้‡่ฆใชๆƒ…ๅ ฑใงใ™:

๐Ÿ‡ฎ๐Ÿ‡ถ ใ‚คใƒฉใ‚ฏใŒ23ๅนด้–“ใฎ่จ˜้Œฒใ‚’ๆ›ดๆ–ฐ:
* ๆ”ฟๅบœใฎ็ต„็น”: ใ‚ขใƒซใƒปใ‚ผใƒ‡ใ‚ฃๆฐใŒๆญฃๅผใซใ‚คใƒฉใ‚ฏใฎๆ–ฐ้ฆ–็›ธใซไปปๅ‘ฝใ•ใ‚Œใ€ใใฎๅ†…้–ฃใฏไฟกไปปๆŠ•็ฅจใ‚’ๅ—ใ‘ใŸใ€‚

* ๆ†ฒๆณ•ไธŠใฎใƒžใ‚คใƒซใ‚นใƒˆใƒผใƒณ:
ใ‚คใƒฉใ‚ฏใฏ23ๅนดใถใ‚Šใซๆ†ฒๆณ•ไธŠใฎๆœŸ้™ๅ†…ใซๆ”ฟๅบœใ‚’็ต„็น”ใ—ใ€้ŽๅŽปใฎ้…ๅปถใ‚’ๅ›ž้ฟใ—ใŸใ€‚ใ“ใ‚Œใฏ่ฃใงๅคงใใชๅ–ใ‚Š็ต„ใฟใŒใ‚ใฃใŸใ“ใจใ‚’็คบใ—ใฆใ„ใพใ™ใ€‚

* ็ฑณๅ›ฝใฎๅŠฉ่จ€ใจๆฑš่ทๅฏพ็ญ–: ใ‚ขใƒซใƒปใ‚ผใƒ‡ใ‚ฃ้ฆ–็›ธใฏใ€ใ‚คใƒฉใƒณใฎ้Š€่กŒใ‚ปใ‚ฏใ‚ฟใƒผใ‹ใ‚‰ๆฑš่ทใ‚’ๆŽ’้™คใ™ใ‚‹ใจใ„ใ†ไฝฟๅ‘ฝใ‚’ๆ˜Ž็ขบใซ่ฟฐในใฆใ„ใพใ™ใ€‚

็ฑณๅ›ฝๆ”ฟๅบœใฏๆง‹้€ ็š„ใชใ‚ณใƒณใƒ—ใƒฉใ‚คใ‚ขใƒณใ‚นใ‚’็ขบไฟใ™ใ‚‹ใŸใ‚ใซใ€้–ฃๅƒšใฎ้ธๅฎšใซ็ฉๆฅต็š„ใซ้–ขไธŽใ—ใฆใ„ใ‚‹ใจๅ ฑใ˜ใ‚‰ใ‚Œใฆใ„ใพใ™ใ€‚

* ไธญๅคฎ้Š€่กŒใฎๅ†็ทจ: ใ‚คใƒฉใ‚ฏไธญๅคฎ้Š€่กŒ( CBI)ใฎ็Ÿฅไบ‹ใฎใƒใ‚ธใ‚ทใƒงใƒณใซ้ฉšใใฎๅ€™่ฃœ่€…ใŒๆคœ่จŽใ•ใ‚Œใฆใ„ใพใ™ใ€‚ใ“ใฎใƒใ‚ธใ‚ทใƒงใƒณใฏ็‚บๆ›ฟใƒฌใƒผใƒˆใ‚’่จญๅฎšใ™ใ‚‹ๆœ€ใ‚‚้‡่ฆใชใƒใ‚ธใ‚ทใƒงใƒณใงใ™ใ€‚

* ๐Ÿ›ข ็‚ญๅŒ–ๆฐด็ด ๆณ•(HCL)ใฎ้€ฒๅฑ•
* ใ‚จใƒซใƒ“ใƒซใจใƒใ‚ฐใƒ€ใƒƒใƒ‰ใฏใ€2007ๅนดใ‹ใ‚‰ๅœๆปžใ—ใฆใ„ใŸ็‚ญๅŒ–ๆฐด็ด ๆณ•ใซใคใ„ใฆๆœ€็ต‚็š„ใซๅˆๆ„ใซ่‡ณใฃใŸใ€‚
* HCLใฏใ€ใ™ในใฆใฎใ‚คใƒฉใ‚ฏๅธ‚ๆฐ‘ใซ็ŸณๆฒนๅŽๅ…ฅใ‚’ๅ…ฌๅนณใซๅˆ†้…ใ™ใ‚‹ใ“ใจใ‚’็›ฎ็š„ใจใ—ใฆใ„ใ‚‹ใ€‚

ใ“ใฎๅˆๆ„ใฏใ€้€š่ฒจใฎๅฎŸๅŠน็‚บๆ›ฟใƒฌใƒผใƒˆๅ›žๅพฉใซ็›ดๆŽฅ้–ข้€ฃใ™ใ‚‹้‡่ฆใช่งฆๅช’ใจ่ฆ‹ใ‚‰ใ‚Œใฆใ„ใพใ™ใ€‚

๐Ÿ’ฐ IMFใฎ่ž่ณ‡ใจๆบ–ๅ‚™ๆˆฆ็•ฅ:
* ใ‚คใƒฉใ‚ฏ ๐Ÿ‡ฎ๐Ÿ‡ถใฏIMFใจใฎๆฝœๅœจ็š„ใช่ž่ณ‡ใซใคใ„ใฆ็ฉๆฅต็š„ใซไบคๆธ‰ใ—ใฆใ„ใพใ™ใ€‚

่ž่ณ‡ใ‚’ๅ—ใ‘ใ‚‹ใซใฏใ€ใ‚คใƒฉใ‚ฏใฏๅ›ฝ้š›็š„ใช้€ๆ˜Žๆ€งใจ่ฒกๆ”ฟ่ฆไปถใ‚’ๆบ€ใŸใ™ๅฟ…่ฆใŒใ‚ใ‚Šใพใ™ใ€‚

* ็ŸณๆฒนๅŽๅ…ฅใฏใƒ›ใƒซใƒ ใ‚บๆตทๅณก่ฟ‘ใใฎๅœฐๅŸŸ็ทŠๅผตใซใ‚ˆใ‚Šไธ€ๆ™‚็š„ใซๆธ›ๅฐ‘ใ—ใฆใ„ใพใ™ใŒใ€ใ‚คใƒฉใ‚ฏ ๐Ÿ‡ฎ๐Ÿ‡ถใฏOPECใฎ็ฌฌไบŒใฎ็”Ÿ็”ฃๅ›ฝใงใ‚ใ‚Šใ€ๅฎ‰ๅฎšใŒๅ›žๅพฉใ™ใ‚ŒใฐๅŽๅ…ฅใŒๆ€ฅๅข—ใ™ใ‚‹ๅฏ่ƒฝๆ€งใŒใ‚ใ‚Šใพใ™ใ€‚

๐Ÿ‡ป๐Ÿ‡ณ ใƒ™ใƒˆใƒŠใƒ ใฎไธฆ่กŒๆ‹กๅคง
* ใƒ‰ใƒณ้ซ˜้จฐ: ใƒ™ใƒˆใƒŠใƒ ใƒ‰ใƒณใฏ52้€ฑ้–“ใฎ้ซ˜ๅ€คใ‚’ๆ›ดๆ–ฐใ—ใฆใ„ใพใ™ใ€‚ใ“ใ‚Œใฏใ€ใƒ™ใƒˆใƒŠใƒ ใŒ็ฉๆฅต็š„ใซไฟก็”จๆ ผไป˜ใ‘ใ‚’ๅ‘ไธŠใ•ใ›ใฆใ„ใ‚‹ใŸใ‚ใงใ™ใ€‚

* ๆ–ฐ่ˆˆๅธ‚ๅ ดใฎใ‚ขใƒƒใƒ—ใ‚ฐใƒฌใƒผใƒ‰: FTSE Russellใฏๅ…ฌๅผใซใƒ™ใƒˆใƒŠใƒ ใ‚’ๆ–ฐ่ˆˆๅธ‚ๅ ดใซใ‚ขใƒƒใƒ—ใ‚ฐใƒฌใƒผใƒ‰ใ™ใ‚‹ใจ็™บ่กจใ—ใฆใŠใ‚Šใ€9ๆœˆๆœซใพใงใซไบˆๅฎšใ•ใ‚Œใฆใ„ใพใ™ใ€‚

* ใƒžใ‚นใ‚ฟใƒผใƒ—ใƒฉใƒณ: ใƒ™ใƒˆใƒŠใƒ  ๐Ÿ‡ป๐Ÿ‡ณใฏ100ๅนดใฎ็ตŒๆธˆใƒžใ‚นใ‚ฟใƒผใƒ—ใƒฉใƒณใ‚’็™บ่กจใ—ใฆใŠใ‚Šใ€็‡ƒๆ–™ๆบ–ๅ‚™ใฎ็ฉๆฅต็š„ใชๆง‹็ฏ‰ใ€ใ‚จใƒใƒซใ‚ฎใƒผ้…็ตฆใ€BRICS่ซธๅ›ฝใจใฎๆˆฆ็•ฅ็š„ๅ”ๅฎšใชใฉใŒ็››ใ‚Š่พผใพใ‚Œใฆใ„ใพใ™ใ€‚

ใƒ‡ใ‚ฃใƒŠใƒผใƒซใจใƒ‰ใƒณใŒๅŒๆ™‚ใซๅ†่ฉ•ไพกใ•ใ‚Œใ‚‹ๅฏ่ƒฝๆ€งใŒ็ถšใ„ใฆใ„ใพใ™ใ€‚

๐Ÿ”ฎ ๅฏ่ƒฝๆ€งใฎ้ซ˜ใ„ใ‚ฟใ‚คใƒ ใƒฉใ‚คใƒณใจๆŠ•่ณ‡ๆˆฆ็•ฅ

* ๅคใฎ็ช“:
ใ‚ขใƒŠใƒชใ‚นใƒˆใฏใ€ไปŠๅนดใฎๅค(็‰นใซ8ๆœˆใพใŸใฏ9ๆœˆ)ใŒ้€š่ฒจๅ†่ฉ•ไพกใฎ้‡่ฆใชใƒžใ‚คใƒซใ‚นใƒˆใƒผใƒณใซๆœ€้ฉใช็ช“ๅฃใงใ‚ใ‚‹ใจ็คบๅ”†ใ—ใฆใ„ใพใ™ใ€‚ใ“ใ‚Œใฏใ€ๅ›ฝ้š›่ปใฎๆ’ค้€€ไบˆๅฎšๆ™‚ๆœŸใจไธ€่‡ดใ—ใฆใ„ใพใ™ใ€‚

* ๆญดๅฒ็š„ใชๅ…ˆไพ‹: ้ŽๅŽปใฎๆˆฆไบ‰ๅพŒใฎ้€š่ฒจใƒชใ‚ปใƒƒใƒˆ(ไพ‹ใˆใฐใ€2003ๅนดใฎใ‚ฏใ‚ฆใ‚งใƒผใƒˆ ๐Ÿ‡ฐ๐Ÿ‡ผใ‚„ใ‚คใƒฉใ‚ฏ ๐Ÿ‡ฎ๐Ÿ‡ถ)ใ‚’ๆŒฏใ‚Š่ฟ”ใ‚‹ใจใ€ๅ…ฌๅผใช็‚บๆ›ฟๆœŸ้–“ใฏ้€šๅธธ90ๆ—ฅ้–“ใงใ—ใŸใ€‚

* ใใฎๅพŒใฎ่ณขๆ˜Žใช่จˆ็”ป:
ๆŠ•่ณ‡ๅฎถใฏใ€ๆœ€ๅˆใฎๆ—ฅใซใ™ในใฆใฎๆŠ•่ณ‡ใ‚’ๅค‰ๆ›ใ™ใ‚‹ใฎใงใฏใชใใ€ใƒ‘ใƒ‹ใƒƒใ‚ฏใซใชใ‚‰ใชใ„ใ‚ˆใ†ใซใ—ใ€ใพใŸใฏๆ€ฅใใ“ใจใชใ่กŒๅ‹•ใ™ใ‚‹ใ“ใจใ‚’ๅผทใใŠๅ‹งใ‚ใ—ใพใ™ใ€‚ๅฐ‘้กใฎใ‚ตใƒณใƒ—ใƒซใงใƒ—ใƒญใ‚ปใ‚นใ‚’ใƒ†ใ‚นใƒˆใ™ใ‚‹ใ“ใจใงใ€้ซ˜ใ„้Š€่กŒๆ‰‹ๆ•ฐๆ–™ใ‚„้‹็”จไธŠใฎๅ•้กŒใ‚’ๅ›ž้ฟใ™ใ‚‹ใ“ใจใŒใงใใพใ™ใ€‚

* ้Š€่กŒ้–ขไฟ‚: ไบ‹ๅ‰ใซ4ใคใฎไธป่ฆ้‡‘่žๆฉŸ้–ขใซๅฃๅบงใ‚’้–‹่จญใ—ใ€ๅŽณๆ ผใชใƒžใƒใƒผใƒญใƒณใƒ€ใƒชใƒณใ‚ฐๅฏพ็ญ–ใจ่บซๅ…ƒ็ขบ่ชใŒใ‚นใƒ ใƒผใ‚บใซ่กŒใ‚ใ‚Œใ‚‹ใ‚ˆใ†ใซใ—ใพใ—ใ‚‡ใ†ใ€‚

ไธ–็•Œใฎ้‡‘่žใ‚ทใ‚นใƒ†ใƒ ใฏใ“ใ‚Œใพใงใซใชใ„ใปใฉๆ€ฅ้€Ÿใซๅ‹•ใ„ใฆใ„ใพใ™ใ€‚

ๆณจๆ„ใ—ใ€ๆ นๆ‹ ใฎใชใ„่ˆˆๅฅฎใซ่บซใ‚’ไปปใ›ใšใ€่‡ชๅˆ†ใง่ชฟๆŸปใ‚’่กŒใ„ใ€ไปŠๅพŒๆ•ฐๆ—ฅใฎๅ‹•ๅ‘ใ‚’ๆณจ่ฆ–ใ—ใฆใใ ใ•ใ„ใ€‚ ๐Ÿ“ˆ๐Ÿ”ฅ

๐ŸŽฌ ใ“ใกใ‚‰ใงๅฎŒๅ…จใช่ญฐ่ซ–ใ‚’ใ”่ฆงใใ ใ•ใ„:

@argosaki