International - Financial Times - Credit Squeeze

Also in today’s newsletter, the US president threatens more tariffs on South Korea and Canada

Country leads the formerly weak southern EU economies that are now outpacing France and Germany

Because it doesn’t look like it’s the central banks

The past week showed every action has a reaction, many of which will annoy the US president

Also in today’s newsletter: US links Ukraine security guarantees to ceding of territory and EU-India trade deal

Deal will reduce or phase out levies on cars, alcohol and machinery while protecting some agricultural products

Also this newsletter: Should laggard financial reform capitals be punished?

Read the central bank’s January forecast from the FT’s Monetary Policy Radar team

London-listed DFS appears to be benefiting from US-China trade tensions and the rerouting of goods into Europe

US president accuses Seoul legislature of ‘not living up to’ agreement struck with Washington last year

Conclusion of long-discussed pact to open markets was spurred by Donald Trump’s tariff offensive

Cost of meat, fish and fruit jumps in January as higher energy charges and taxes spread through economy

Beijing has long pursued an industrial strategy aimed at acquiring global technology

Unlike his protectionist duties, the US president’s coercive foreign policy levies almost always come to nothing

Also in today’s newsletter: Gold surges past $5,000 an ounce and US ice storm leaves nearly 1mn without power

The US president has an uncanny ability to spot the faultlines in the old order and manipulate them to his advantage

New Delhi expected to seal deal with EU that will help manufacturers offset the impact of punitive US tariffs

Plus, UK’s Starmer heads to Beijing, and Apple and Tesla in focus as earnings season builds steam

The Trump administration’s rhetoric on blue-collar jobs has not matched reality

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