International - Financial Times - Credit Squeeze

President warns Islamic republic is rebuilding nuclear weapons programme amid huge US military build-up

Investor backlash against US markets appears to be real

Trump’s new 10% global duty has to apply ‘consistently’ to all countries, say legal experts

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

Stung by Donald Trump’s volatile foreign policies, New Delhi is deepening ties with the EU and ‘middle powers’ such as Canada

Doomer dunking

Shipping companies to temporarily operate terminals after Supreme Court ruling against CK Hutchison

Theory and data allow us to spin different narratives

Also in today’s newsletter: Trump administration implements new 10% tariff, and Moody’s raises questions about AI data centre accounting

Antonoaldo Neves likens situation to snowstorms disrupting traffic for several days

Beijing bans shipments of critical ‘dual-use’ goods in latest escalation of row with Tokyo

Built-in vulnerabilities in high-end vehicle components raise the risk of both espionage and sabotage

Foreign investment agency modelled on US intended to guard sensitive industries against China

Read the February forecast from the FT’s Monetary Policy Radar team

US president had said he would raise levy to 15%

Also in this newsletter: the bulldozers are coming to Great Nicobar

Shipping company first big US group to file suit over levies since Supreme Court deemed them illegal

Ignore the amateur geopolitical strategists talking eloquently about the end of dollar dominance

Trump has threatened to strike the Islamic republic unless a deal is reached on curbing its nuclear programme

The justices have closed one door of trade policy while leaving an entire corridor wide open