International - Financial Times - Credit Squeeze

Report finds Beijing is discriminating against bloc’s manufacturers in same field

Can categorising rate-setters help us to predict the future of the economy?

Also in today’s newsletter, special counsel Jack Smith issues report on election interference, and Amazon plans AI ‘brain’ for Alexa

President Claudia Sheinbaum unveils plan to boost domestic manufacturing and cut imports

Plus CPI jitters, and measuring liquidity

S&P finds ramp-up of exports could add $1.3tn to American economy in next five years with capacity expected to double

With Germany’s economy stalling, tentative growth in Portugal, Italy, Greece and Spain is some good news for the Eurozone. Will it last?

After years of anaemic growth in largest market, sector expects promised deregulation to encourage tech spending

Investors are still not pricing in enough risks from fallout of US-China tensions

American semiconductor industry warns move will aid competitors while EU has also protested against the new rules

Adventures in kitchen-sink bond market indicators

Some executives forecast it will take ‘until the end of the decade’ before supply chain issues are worked out

Greenland gambit suggests the country is now a threat to as much as a guarantor of security

Also in today’s newsletter, China’s trade surplus reached a new record and the reinvention of El Salvador

Philip Lane points to dangers of borrowing costs that remain ‘too high for too long’

Rise in exports expected to increase tensions with US and other trade partners

And replies on stablecoins

Oversupply drives intense competition that is undermining prices and profitability

Conference Board survey highlights increasing concerns over impact of threatened tariffs on goods and services

The global rebellion against those in power does not extend to the developing world