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MarketFlow

@MrketFlow

Observing how markets move the world.

nytimes.com/2025/10/26/bus… The announcement of a “very substantial framework” and “some kind of deferral” sounds constructive. But in the language of diplomacy, that's only means : nothing concrete, just tense discussions with an uncertain outcome.


When the inventor of modern AI says today’s humanoid hype is built on tech that doesn’t yet exist… …you start to wonder how much of the current financial hype is running ahead of the science ?

Meta's Chief AI Scientist Yann LeCun offers a critical take on the humanoid robot boom. Speaking at MIT, LeCun claimed the "big secret" of the industry is that current companies "have no idea" how to make their robots "smart enough to be generally useful." He argues that while…



bloomberg.com/news/articles/… The Bank of England is probing data-centre lending, a US-born risk starting to spill over. The AI boom is no longer a tech story. It’s becoming a credit story : global, leveraged, and spreading fast.


scmp.com/economy/global… Goldman's Sachs show China didn't shrink under the US trade war, it rerouted with great sucess. The decoupling became a global expansion.


scmp.com/news/china/mon… Beijing, Tokyo and Seaoul quietly discuss a trilateral currency swap. A small item, a big deal. While US talks tariffs, Asia prepares for a future with less dollar.


ft.com/content/3ae00c… US and China are buying time, not peace. Tariffs, tech and rare earth are just the opening moves. The real game is only begining.


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