International - Financial Times - Credit Squeeze

Rare earths are not the only Chinese product that America would struggle to replace

China and the US are heading for an unstable truce

Also in today’s newsletter, AWS outage hits services on the east coast and centrist wins Bolivia’s presidential election

The rich-get-richer trade

Trump administration plans to set price floors, create strategic minerals reserve and take equity stakes

New research suggests a direct link between improved understanding of issues such as inflation and lower loan defaults

Geopolitical tensions to slow investment in new ‘greenfield’ projects

Copper trading has shifted from Comex as uncertainty persists over US president’s trade policy

Trade war and property downturn hit momentum as official GDP grows 4.8% in third quarter

Central Committee expected to highlight the importance of consumption in an economy threatened by deflation

Shifting levies and taxes as well as regulation add to strains, with low consumer confidence also worrying many businesses

Japan’s Diet could elect a new PM, UK’s Labour will pick a deputy leader and Ireland set to get a new president

Ed Miliband says the government must act to tackle the country’s ‘affordability crisis’ and outlines clean jobs package

China’s critical minerals chokepoint has been hiding in plain sight for decades

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

Industrial policy has delivered impressive technological gains without productivity growth

BoE governor was speaking as central bankers debate rising trade barriers including from Donald Trump’s policies

Dutch seizure of a Chinese-owned chipmaker show EU’s balancing act between Washington and Beijing under strain

Gathering next week is seen as progress after new rupture in trade relationship over critical minerals