International - Financial Times - Credit Squeeze

Consumption undershoots previous quarter but central bank will focus on higher-frequency monthly data

A dramatic reduction in reserves could be a cure worse than the disease

Three catalysts are driving an intensifying divergence between a cooling US labour market and strong GDP growth

Executives on edge about possible policy shift in Washington ahead of Trump’s planned visit to China in April

Mercurial shifts in US foreign policy under Trump have left leaders of other countries baffled

Plus, miners report earnings, inflation data and China sets interest rates

Market Questions is the FT’s guide to the week ahead

Political instability saps confidence, investment and policymakers’ bandwidth

The companies are among a number the Pentagon believes could pose a threat to American national security

Agreements reached between Taiwan and Trump administration imply big expansion for world’s biggest chipmaker

Nation ranks behind US as worst in G7 on emissions progress as the former green champion weakens green goals

Optimism in Japan following Sanae Takaichi’s election win is running high

Huw Pill pushes back against calls for reductions from more dovish voices on MPC

Data release comes after Fed held interest rates last month

Latest softening of levies comes amid persistent voter anxiety about affordability in US

A critical assessment of the Monetary Policy Radar scenarios

Inflation slightly below expectations unlikely to persuade policymakers that further easing is necessary soon

Barclays chief collected £15mn last year, with Lloyds and NatWest leaders pocketing £7.4mn and £6.6mn respectively

R-Star Wars: Age of Rebellion

Also in today’s newsletter: US plans to roll back metals tariffs and Wall Street’s hunt for the next AI casualty