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Daily Links — Tuesday, September 8, 2026

Tuesday, September 8, 2026

Tuesday is a heavy Iraq day. The redenomination signals keep stacking: the Finance Committee says the Central Bank is leaning toward printing new issuances smaller than 250 dinars, the CBI promises a currency-exchange program plus new lending initiatives, and it revoked the licenses of three more forex companies as the cleanup of the FX market continues. Iraq also added another ton to its gold reserves, customs revenue is on track to top $3bn by year-end, and Kirkuk/Kurdistan exports are stabilizing at 220,000 bpd via Ceyhan. On the wider board, Iran moves to draw a new 'restricted zone' in Hormuz after another Aramco facility is hit and oil climbs, Vietnam's leader lands in Moscow, Brazil's election frenzy hits the ETF market, and the fallout from the AfD's historic German win. Here's everything on the desk.

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