What we’re seeing across global banks right now feels less like isolated performance issues and more like a broader shift in the financial environment.
Recent updates from institutions like HSBC and Barclays point to rising pressure. from fraud-related losses and geopolitical exposure to increasing risks in private credit. At the same time, Westpac missing profit expectations highlights how these challenges are playing out globally.
One of the most important signals is the rise in long-term borrowing costs, with UK 30-year bond yields reaching levels not seen in decades. Higher rates don’t just affect markets. they directly impact how businesses and households manage debt.
There’s also a growing focus on private lending. In a low-rate world, it expanded rapidly. But in today’s environment, with higher costs and more uncertainty, the risk of loan defaults is becoming more visible.
Overall, the picture isn’t one of immediate crisis, but of a system adjusting to a new reality. where capital is more expensive, risks are more interconnected, and resilience is being tested.
The question now is whether this transition remains gradual, or whether continued pressure begins to expose deeper vulnerabilities.
Hormuz is just another episode of WW III. News Broke that the US could choke Malacca two in coordination with Indonesia. This is the maritime blockade China was preparing to since the Belt and Road initicative was launched. In the meantime, the US has achieved to beat oil export records and regain the dollar position linked to the oil world monopoly. That, the re-industrialitation of the country by weapons manufacturing and the opening of crypto as legal tender are the three pillars of the Trump's bunch strategy. Forget about the daily comedy and PR stunts. What matters is the rearrangement of the world ressources and political alliances that will be rolled out by this policy of winners and losers.
What we can see is that the GCC are on the loser side. Trump is ready to sacrifice them. Dubai is dead as the showcase example of what postnational globalism meant. Kuwait has ceased to fulfill its delivering contracts invoking force majeure. Qatar or Bahrein are in no better shape and we could see these vassal sheikdoms going through major political changes.
Israel has/had big plans with the GCC in order to become the central trading point between Europe and India, other two big losers abandonned by the US. The globalist are too to be counted among the losing side. China will necessarily ha e to adapt to oil scarcity and maritime strangulation, meaning the age of cheap Amazon just in time Chinese manufacturing is over, hitting hard the globalist corporations to which China is the most important production source and market. For the time being, the luxe industry LMVH has been hit hard at the stock market. Apple, Volkswagen, and others are claiming significant losses in their Chinese businesses.
Another losers: Africa and South America, where Chinese investment has resulted in infrastructure building and a higher participation in world trade.
So, there are many losers. Are there any winners?
First, the US, which are reconfiguring their strategic operational space. Of course the GCC was a major investment and financial source for Wall Street and the political mafia in the US, but the oil cartel and Silicon Valley's interest prevailed, notwithstanding some unrest could break the fragile American political scheme. Then Iran, which was on the verge of suffocation prior to the war, having solved its prowestern infiltration, and substantially reduced the Israeli threat and domination of the region. Irak too is another winner, ousting the US occupation of the country in the span of a few weeks. Then, Russia has been able to loose the noose on its neck, resuming oil (and other commodities) exports at double prices to the world. Japan, Sri Lanka, India are signing Russian oil contracts as we speak. The Hormuz war has had Russia make tens of billions of dollars (or its translation in yuans).
And China? Well, the Belt and Road or BRICS didnt achieve their ambitious goals. India or Brasil proved to be a too weak a partner. Now its the end of an expansion age. China will have to focus in the Asian heartland integration, including 6 counties (Russia, Belarus, North Korea, Mongolia and Kazakhstan, possibly a handful more like Iran, Afghanistan, Uzbekistan, Turkmenistan or Vietnam that will not be able to ignore such a powerful block's influence) and proactively and kineticly defend it. The age of ghost policies is over for China.
It must be prenility :) My discussion will be on Saturday 1pm to 2pm EST on Inside the Issues with Wilmer Leon SiriusXM channel 126 - on Ellen Brown's piece and my own report of the End Game Memo
My mistake: I will be discussing Ellen's analysis and my own report disclosing The End Game Memo on Inside the Issues with Wilmer Leon on Sirius XM 126.
A country could desire oil so much that it challenges the US blockade of their oil shipments by using long distance Cruise missiles or submarines to break it.
True. But transaction taxes won't do, nor public banks. You'll need wholesale monetary and financial reform as envisioned by Karl Marx and Michael Hudson.
Excellent writing. Thank you. My simple one word summary would be "Jews." When opium Lord Sassoon's son married Rothschild's daughter, the CIA was born, mi6, all the good old gestapo strong arm stuff. Look at what hitler did... He just started something new. They'll do the same thing today if they need to. Just forget about all that money on paper. AND... WAIT FOR IT... You can't eat money. Haha. The real answer is to make the garden of eden everywhere, which you can actually do yourself by planting good trees. But thanks again for all of this detailed information. I remember when Army Goodwrench interviewed gen wes clark on Democracy Too Late about the 7 MORE wars they had on the drawing board and I noted how perfect it was that they tell us about that, so we think we know, like we have the inside info, but of course SHE will never tell you WHO PUT THOSE WARS ON THE SCHEDULE, because the answer would be "Jews." Happily, we are entering the Golden Age of Antisemitism, and I can now give an abbreviated version of one of my retar-Ted Talks for all of you RETARTS who should know better, about overcoming the primitive stigma taboo social shunning fear of job loss that swirls around in the toilet bowl of Jewish victimhood brainwashed hurt feelings and lies of holocaustianity. There are no "good" Jews, because none of them will step up on a platform to admit that JEWS DID 911, and 10/7 just the same. But if any of us goyim cattle dare to point out all the flagrantly obvious details, and speak up about how they had the hutzpah to blame it on "the" Muslims, about 99% of Jews will actually attack you and certainly disagree with you. Of course they're just brainwashed along with too many other folks, but that's all wearing off pretty darn quick. So where's the real "racism" anyway? Is it in all those generations of brainwashed hurt feelings and sensitive brainwashed toes? Or is the real racism in the actual bombs dropped across Muslim lands over a pack of heinous disgusting world destroying gargantuan JEWISH LIES? Jews need extreme punishment for all this, and there is a precedent. They need to all be treated the way that the Germans were treated after Jew War One and Jew War Two. Landback for the Palestinians and maybe the Jews can have a two state solution with themselves in Antarctica, those that survive the work camps awaiting transshipment. Oi veh they have got to go. Everybody needs to raise their "antisemitism" way up to where it belongs. One counter theory to why they want Iran is because Iran means Aryan and what I mean is that those people are WHITE. the fucking Jews need to get control of the white people so they can rule the world. They're not afraid of anybody else, and unfortunately, theyve already succeed in conquering Europe and jewmerika, just with brainwashing. Anyway have a nice day. "We Thought They Were White" Black perspective: Source: Internet Archive https://share.google/pa4T1s9uFhLJTlVT7
This is a great update. It filled in several blanks. We are familiar with a couple of the sources, and will dig into a few more. Collateral is the key, or so it seems. Financialization. (The Big Short.) The quad will never be paid off. Maybe Iran, instead of being the final jewel, becomes the first domino?
Important analysis on the role of financial institutions in geopolitical conflicts. Ellen Brown's work consistently brings attention to these critical connections.
AMAZING article by Ellen Brown Prof. Chossudovsky. Thank you very much for posting this incredible piece on your Substack.
IMO, she has the best analysis on why they want Iran so badly.
Prof. Chossudovsky, I would like to interview Ellen for my Down the Rabbit Hole podcast (https://fournier.substack.com/podcast), could you introduce me or send me her email if you have it (with her permission)? You should have my email which is dfournier@protonmail.com.
Note that I have also previously invited you to be a guest, but hadn't heard back. The offer is still open of course.
Thank you.
P.S.: By the way I have left Canada since three months now:
- Canada is Dead: Top 20 reasons why I’m leaving permanently (32,000 words, 129 pages)
According to Brave: "Rehypothecation is the practice where a broker, bank, or financial institution reuses collateral pledged by a client (such as securities or gold) to secure its own loans or trading activities." Anyone agreeing to this is asking to be relieved of their collateral. If you can't hold it, you do not own it and someone's permission is required. Take delivery.
What we’re seeing across global banks right now feels less like isolated performance issues and more like a broader shift in the financial environment.
Recent updates from institutions like HSBC and Barclays point to rising pressure. from fraud-related losses and geopolitical exposure to increasing risks in private credit. At the same time, Westpac missing profit expectations highlights how these challenges are playing out globally.
One of the most important signals is the rise in long-term borrowing costs, with UK 30-year bond yields reaching levels not seen in decades. Higher rates don’t just affect markets. they directly impact how businesses and households manage debt.
There’s also a growing focus on private lending. In a low-rate world, it expanded rapidly. But in today’s environment, with higher costs and more uncertainty, the risk of loan defaults is becoming more visible.
Overall, the picture isn’t one of immediate crisis, but of a system adjusting to a new reality. where capital is more expensive, risks are more interconnected, and resilience is being tested.
The question now is whether this transition remains gradual, or whether continued pressure begins to expose deeper vulnerabilities.
Hormuz is just another episode of WW III. News Broke that the US could choke Malacca two in coordination with Indonesia. This is the maritime blockade China was preparing to since the Belt and Road initicative was launched. In the meantime, the US has achieved to beat oil export records and regain the dollar position linked to the oil world monopoly. That, the re-industrialitation of the country by weapons manufacturing and the opening of crypto as legal tender are the three pillars of the Trump's bunch strategy. Forget about the daily comedy and PR stunts. What matters is the rearrangement of the world ressources and political alliances that will be rolled out by this policy of winners and losers.
What we can see is that the GCC are on the loser side. Trump is ready to sacrifice them. Dubai is dead as the showcase example of what postnational globalism meant. Kuwait has ceased to fulfill its delivering contracts invoking force majeure. Qatar or Bahrein are in no better shape and we could see these vassal sheikdoms going through major political changes.
Israel has/had big plans with the GCC in order to become the central trading point between Europe and India, other two big losers abandonned by the US. The globalist are too to be counted among the losing side. China will necessarily ha e to adapt to oil scarcity and maritime strangulation, meaning the age of cheap Amazon just in time Chinese manufacturing is over, hitting hard the globalist corporations to which China is the most important production source and market. For the time being, the luxe industry LMVH has been hit hard at the stock market. Apple, Volkswagen, and others are claiming significant losses in their Chinese businesses.
Another losers: Africa and South America, where Chinese investment has resulted in infrastructure building and a higher participation in world trade.
So, there are many losers. Are there any winners?
First, the US, which are reconfiguring their strategic operational space. Of course the GCC was a major investment and financial source for Wall Street and the political mafia in the US, but the oil cartel and Silicon Valley's interest prevailed, notwithstanding some unrest could break the fragile American political scheme. Then Iran, which was on the verge of suffocation prior to the war, having solved its prowestern infiltration, and substantially reduced the Israeli threat and domination of the region. Irak too is another winner, ousting the US occupation of the country in the span of a few weeks. Then, Russia has been able to loose the noose on its neck, resuming oil (and other commodities) exports at double prices to the world. Japan, Sri Lanka, India are signing Russian oil contracts as we speak. The Hormuz war has had Russia make tens of billions of dollars (or its translation in yuans).
And China? Well, the Belt and Road or BRICS didnt achieve their ambitious goals. India or Brasil proved to be a too weak a partner. Now its the end of an expansion age. China will have to focus in the Asian heartland integration, including 6 counties (Russia, Belarus, North Korea, Mongolia and Kazakhstan, possibly a handful more like Iran, Afghanistan, Uzbekistan, Turkmenistan or Vietnam that will not be able to ignore such a powerful block's influence) and proactively and kineticly defend it. The age of ghost policies is over for China.
It must be prenility :) My discussion will be on Saturday 1pm to 2pm EST on Inside the Issues with Wilmer Leon SiriusXM channel 126 - on Ellen Brown's piece and my own report of the End Game Memo
My mistake: I will be discussing Ellen's analysis and my own report disclosing The End Game Memo on Inside the Issues with Wilmer Leon on Sirius XM 126.
I will be discussing Ellen's piece on the Leon Wilmer radio show tonight at 5:30pm
A country could desire oil so much that it challenges the US blockade of their oil shipments by using long distance Cruise missiles or submarines to break it.
True. But transaction taxes won't do, nor public banks. You'll need wholesale monetary and financial reform as envisioned by Karl Marx and Michael Hudson.
Excellent writing. Thank you. My simple one word summary would be "Jews." When opium Lord Sassoon's son married Rothschild's daughter, the CIA was born, mi6, all the good old gestapo strong arm stuff. Look at what hitler did... He just started something new. They'll do the same thing today if they need to. Just forget about all that money on paper. AND... WAIT FOR IT... You can't eat money. Haha. The real answer is to make the garden of eden everywhere, which you can actually do yourself by planting good trees. But thanks again for all of this detailed information. I remember when Army Goodwrench interviewed gen wes clark on Democracy Too Late about the 7 MORE wars they had on the drawing board and I noted how perfect it was that they tell us about that, so we think we know, like we have the inside info, but of course SHE will never tell you WHO PUT THOSE WARS ON THE SCHEDULE, because the answer would be "Jews." Happily, we are entering the Golden Age of Antisemitism, and I can now give an abbreviated version of one of my retar-Ted Talks for all of you RETARTS who should know better, about overcoming the primitive stigma taboo social shunning fear of job loss that swirls around in the toilet bowl of Jewish victimhood brainwashed hurt feelings and lies of holocaustianity. There are no "good" Jews, because none of them will step up on a platform to admit that JEWS DID 911, and 10/7 just the same. But if any of us goyim cattle dare to point out all the flagrantly obvious details, and speak up about how they had the hutzpah to blame it on "the" Muslims, about 99% of Jews will actually attack you and certainly disagree with you. Of course they're just brainwashed along with too many other folks, but that's all wearing off pretty darn quick. So where's the real "racism" anyway? Is it in all those generations of brainwashed hurt feelings and sensitive brainwashed toes? Or is the real racism in the actual bombs dropped across Muslim lands over a pack of heinous disgusting world destroying gargantuan JEWISH LIES? Jews need extreme punishment for all this, and there is a precedent. They need to all be treated the way that the Germans were treated after Jew War One and Jew War Two. Landback for the Palestinians and maybe the Jews can have a two state solution with themselves in Antarctica, those that survive the work camps awaiting transshipment. Oi veh they have got to go. Everybody needs to raise their "antisemitism" way up to where it belongs. One counter theory to why they want Iran is because Iran means Aryan and what I mean is that those people are WHITE. the fucking Jews need to get control of the white people so they can rule the world. They're not afraid of anybody else, and unfortunately, theyve already succeed in conquering Europe and jewmerika, just with brainwashing. Anyway have a nice day. "We Thought They Were White" Black perspective: Source: Internet Archive https://share.google/pa4T1s9uFhLJTlVT7
No kings means no jews: https://substack.com/@will263248/p-177601553
https://substack.com/home/post/p-188582893 head upstream. Worship the fish god ea oannes. Follow the money stream to Headwaters
This is a great update. It filled in several blanks. We are familiar with a couple of the sources, and will dig into a few more. Collateral is the key, or so it seems. Financialization. (The Big Short.) The quad will never be paid off. Maybe Iran, instead of being the final jewel, becomes the first domino?
Thanks for sharing this piece.
Important analysis on the role of financial institutions in geopolitical conflicts. Ellen Brown's work consistently brings attention to these critical connections.
https://ggtvstreams.substack.com/p/bounty-on-iranian-professor-after?utm_source=share&utm_medium=android&r=5dnw1a
Interesting article, thanks for sharing it. Readers might also find this piece of banking history interesting.
https://substack.com/home/post/p-193861061
AMAZING article by Ellen Brown Prof. Chossudovsky. Thank you very much for posting this incredible piece on your Substack.
IMO, she has the best analysis on why they want Iran so badly.
Prof. Chossudovsky, I would like to interview Ellen for my Down the Rabbit Hole podcast (https://fournier.substack.com/podcast), could you introduce me or send me her email if you have it (with her permission)? You should have my email which is dfournier@protonmail.com.
Note that I have also previously invited you to be a guest, but hadn't heard back. The offer is still open of course.
Thank you.
P.S.: By the way I have left Canada since three months now:
- Canada is Dead: Top 20 reasons why I’m leaving permanently (32,000 words, 129 pages)
https://fournier.substack.com/p/canada-is-dead-top-20-reasons-why
According to Brave: "Rehypothecation is the practice where a broker, bank, or financial institution reuses collateral pledged by a client (such as securities or gold) to secure its own loans or trading activities." Anyone agreeing to this is asking to be relieved of their collateral. If you can't hold it, you do not own it and someone's permission is required. Take delivery.