AI and Geoeconomics

Source: US Mission Geneva/Anadolu Agency/Getty Images Round of talks in Lausanne last week Iran's President Hassan Rouhani says that progress made in nuclear talks means a final deal can be reached. "There is nothing that cannot be resolved," although some differences still remain, Iranian state media quoted him as saying. US Secretary of State John Kerry also said that "substantial progress" had been made in the talks. Six world powers are negotiating a deal with Iran aimed at limiting its nuclear activity, with a late March deadline. Source: BBC   http://ow.ly/KE6R0 The "fighting Daech-ISIS" first angle It is sometime possible to say a little bit of something without saying it completely. That is particularly true for diplomats. Contrary to what was reported too quickly last Sunday, US secretary of state, John Kerry, has not said that United States were now accepting the fact that Bachar al Assad would stay in pow...

Donetsk January 22, 2015 - Reteurs - Alexander Ermochenko Europe #ECBQE It might not be enough, it might not be the optimal path but it is a pragmatic one. It is in any case a major shift from the conservative ECB. As Gavin Davies from FT put it “Mr Draghi eventually delivers”.   http://ow.ly/HTHKD In the US, QE was controversial and still is. Meanwhile, look at results. It worked. #QE #FED QE withdraws duration from the market and transfers it onto the government’s books. That is why asset prices rise when QE occurs: asset prices rise when duration is in demand, and they fall when duration is in supply. When central banks extract duration from the market, it has to be replaced with something else. Stocks are long-duration assets. Real estate is a long-duration asset. Collectibles and precious metals are long-duration assets. Patents and other forms of intellectual property rights are long-duration assets.   David Kotok http://ow.ly/HTIR2 ...