International - Financial Times - Credit Squeeze

R-star debate becomes less useful as monetary policy approaches neutral level

Management will demand Sinochem reduce its stake in tyremaker at board meeting on Wednesday

Move marks Trump administration’s first attempt to stifle Beijing’s development of military-related technology

Office for National Statistics is working on revisions to earnings figures that are important for monetary policy

Rating agency says Donald Trump’s policies could make it more difficult to offset rising deficit and debt

Threat of US tariffs and growing global demand seen as likely to support prices

Using trade duties to extract favours will be a feature of Donald Trump’s bid to reshape the international order

How do technocrats expect the needed macroeconomic adjustments to occur?

Also in today’s newsletter, the prospect of a new nuclear arms race and how lawyers are reacting to Trump’s attacks

That is a problem for the Fed; plus a homily on the meaning of dovishness

Also in today’s newsletter, retail investors ‘buy the dip’, and Israel readies Gaza occupation plans

Possible phased approach to new US levies reflects debate over trade strategy within administration

Also in today’s newsletter, the four themes dominating the discussion at the FT’s Commodities Global Summit

Move could sharply increase levies on China and India as big purchasers of Caracas’s crude

Plus politics versus markets in Turkey

Agriculture industry could be hit hardest if fees of up to $1.5mn per vessel docking were implemented

Labour-intensive manufacturing is vanishing and millions of jobs could be lost, with repercussions for stability and growth

Some of Matt’s stock picks have struggled, and he’s questioning his strategy

Visiting executives include Apple’s Tim Cook and Pfizer’s Albert Bourla as Beijing seeks investment

Support for travel, tourism and sports comes as Beijing doubles funding for goods trade-in scheme to $41bn