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Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains Fexingo TVBS財經 TVBS財經 TVBS Die Dunkelkammer – Der Investigativ-Podcast Die Dunkelkammer – Der Investigativ-Podcast DasKollektiv Medien Investir avec Xavier Investir avec Xavier Xavier Delmas Gedankenflüge – der Luftfahrt-Podcast Gedankenflüge – der Luftfahrt-Podcast airliners.de La Tech Made in Italy La Tech Made in Italy Max Brigida The Prof G Pod with Scott Galloway The Prof G Pod with Scott Galloway Vox Media Podcast Network 起業の履歴書 起業の履歴書 村上雄也/伊藤工太郎 Entrepreneurs on Fire Entrepreneurs on Fire John Lee Dumas of EOFire Daily Fire Daily Fire John Lee Dumas MUNDO RICO MUNDO RICO Mundo Rico Mikroökonomen a.k.a. Mikrooekonomen Mikroökonomen a.k.a. Mikrooekonomen Marco Herack The Atlas Annuity Podcast The Atlas Annuity Podcast Marty Becker Masters of Scale Masters of Scale WaitWhat Banking Transformed with Jim Marous Banking Transformed with Jim Marous Evergreen Podcasts Leveraging AI Leveraging AI Isar Meitis Inversión Dividendos Inversión Dividendos Carlos García The Michael and Patty Real Estate Show The Michael and Patty Real Estate Show Michael Poczynek & Powerhouse Patty Castle The Lawfare Podcast: Patreon Edition The Lawfare Podcast: Patreon Edition The Lawfare Institute Growth Notes Growth Notes Jason Frazier The High Court Report The High Court Report SCOTUS Oral Arguments Chat GPT Infinite Intelligence Chat GPT Infinite Intelligence Sol Good Network Chat GPT Podcast Chat GPT Podcast Sol Good Network Brushwood Media Network Brushwood Media Network Brushwood Media Network 50 Shades of Planning 50 Shades of Planning Samuel Stafford 王義川-這樣川正好 王義川-這樣川正好 寶島聯播網 The Daily Finance Brief | Markets, Business and Economic News The Daily Finance Brief | Markets, Business and Economic News The Daily Finance Brief The Occupational Safety Leadership Podcast The Occupational Safety Leadership Podcast Dr. Ayers/Applied Safety and Environmental Management Automotive News Daily Drive Automotive News Daily Drive Automotive News The Ramsey Show Highlights The Ramsey Show Highlights Ramsey Network WSJ Your Money Briefing WSJ Your Money Briefing The Wall Street Journal The College Investor Audio Show The College Investor Audio Show The College Investor Maximum Lawyer Maximum Lawyer Tyson Mutrux Scale Your Insurance Agency | Hosted Daniel Metcalf & Mike Stromsoe Scale Your Insurance Agency | Hosted Daniel Metcalf & Mike Stromsoe Daniel Metcalf and Mike Stromsoe Home Service Millionaire with Mike Andes Home Service Millionaire with Mike Andes Mike Andes The Note Closers Show - The #1 Podcast for Note Investing The Note Closers Show - The #1 Podcast for Note Investing Scott Carson Wealth Juice | Real Estate, Entrepreneurship & Investing Wealth Juice | Real Estate, Entrepreneurship & Investing Cory Jacobson, Ryan Bevilacqua
Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains

Business

Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains

Fexingo

How Indian IT Services Are Winning the Tariff War

June 27, 2026 12:47am 5 min

As US-led tariffs on China reshuffle global supply chains, Indian IT services firms have quietly become unexpected beneficiaries. In this episode, Lucas and Luna examine how companies like Infosys and TCS are seeing a su...

Why Emerging Market ETFs Are Diverging Sharply in June 2026

June 26, 2026 1:07pm 6 min

The S&P 500 is down 1.4% on the week, but the real story is happening in emerging markets. South Korea's EWY has plunged 8.2% in five days, while Brazil's EWZ is up 1.5%. Lucas and Luna dig into the forces driving this d...

Why India Is Replacing China as the New Factory Floor

June 26, 2026 12:54am 6 min

This episode explores how India is emerging as the primary beneficiary of the global supply chain shift away from China, with a focus on the electronics and semiconductor sectors. Lucas and Luna discuss recent data showi...

How Brazil Is Gaining as a Commodity Supplier to China

June 25, 2026 12:54pm 6 min

As trade tensions between the US and China escalate and the dollar strengthens against emerging market currencies, Brazil is quietly becoming China's go-to supplier for soy, iron ore, and oil. In this episode, Lucas and ...

How the Yuan Depreciation Is Reshaping Trade Patterns

June 25, 2026 12:50am 9 min

The yuan has weakened to 6.77 per dollar as of June 18, 2026, the lowest level in over a decade. This episode explores how China's deliberate currency depreciation is reshaping global trade flows — making Chinese exports...

How the Dollar-Yen Swing Is Squeezing Emerging Market Debt

June 24, 2026 1:01pm 10 min

Lucas and Luna unpack how the yen's slide past 161 per dollar and the dollar's persistent strength are creating a hidden crisis in emerging market corporate debt. With the trade-weighted dollar index at 120.4 and yen at ...

How South Korea's Export Machine Is Hitting a Wall

June 24, 2026 12:49am 7 min

South Korea's KOSPI just suffered one of its worst single-day drops in years. The export-driven economy that rode the global trade boom is now facing a triple threat: a surging won, weakening demand from China, and a sem...

Why Factory Job Cuts Are Spiking in June 2026

June 23, 2026 1:00pm 6 min

Factory job cuts in June 2026 are approaching levels not seen since the financial crisis and the early days of Covid, according to a new S&P report. Lucas and Luna drill into the numbers: which industries are hardest hit...

How Thailand Is Capturing the Relocation Wave from China

June 23, 2026 12:48am 6 min

In this episode, Lucas and Luna examine why Thailand is emerging as the top destination for factories relocating from China, overtaking Vietnam and Mexico. Using new data from the Board of Investment, they break down the...

How Mexico Is Losing the Nearshoring Race to Thailand

June 22, 2026 12:52pm 8 min

In this episode of Trade and Tariffs with Fexingo, Lucas and Luna examine why Mexico's nearshoring boom is stalling while Thailand surges ahead. Despite being a top destination for supply chain relocation in 2024 and 202...

How China's Retaliatory Trade Curbs Are Reshaping Supply Chains

June 22, 2026 12:39am 7 min

China has just imposed trade restrictions on dozens of US firms in retaliation for the Pentagon blacklist. In this episode, Lucas and Luna break down what these curbs actually target—critical minerals, advanced manufactu...

How Vietnam Is Becoming the New China for Supply Chains

June 21, 2026 1:01pm 9 min

Episode 66 of Trade and Tariffs with Fexingo examines Vietnam's rapid ascent as the world's preferred manufacturing alternative to China. Lucas and Luna break down specific data: Vietnam's export growth, the surge in for...

How the Strait of Hormuz Closure Is Reshaping Oil Trade Routes

June 21, 2026 12:47am 7 min

On June 20, 2026, Iran reportedly closed the Strait of Hormuz again as Vice President Vance heads to Switzerland for talks. Lucas and Luna examine how this chokepoint closure is rerouting global oil flows, spiking tanker...

How the Strait of Hormuz Closure Is Reshaping Oil Trade Routes

June 20, 2026 12:54pm 5 min

On June 20, 2026, Iran reportedly closed the Strait of Hormuz again, sending shockwaves through global oil markets and trade routes. In this episode, hosts Lucas and Luna examine how the closure is rerouting crude shipme...

How Thailand Is Winning the Trade Realignment in 2026

June 20, 2026 12:43am 9 min

In this episode of Trade and Tariffs, Lucas and Luna examine Thailand's surging exports and ETF performance amid global trade realignment in mid-2026. With the iShares MSCI Thailand ETF (EWT) up over 7% in the past five ...

How Apple Is Squeezed by the Memory Chip Crisis in Mid-2026

June 19, 2026 12:56pm 6 min

A severe memory chip shortage is rippling through global supply chains, and even Apple isn't immune. Lucas and Luna break down why the crisis has gotten so extreme, how it's reshaping trade flows for semiconductors, and ...

How Container Shipping Rates Are Breaking Global Trade Patterns

June 19, 2026 12:40am 7 min

Lucas and Luna dig into the surging cost of moving goods by sea — container shipping rates have jumped over 60 percent since January 2026, hitting $8,500 per forty-foot container on the Asia-to-US route. They explore how...

How South Korea ETFs Are Surging on Trade Realignment

June 18, 2026 12:48pm 8 min

In this episode of Trade and Tariffs with Fexingo, Lucas and Luna explore the recent surge in South Korea ETFs, up nearly 12 percent in a week. They examine how the country is benefiting from trade realignment as compani...

Why Foreign Borrowers Are Flocking to China's Cheap Money

June 18, 2026 12:42am 10 min

Episode 59 of Trade and Tariffs with Fexingo digs into a surprising trend: as of June 2026, global corporations and even Wall Street banks are rushing to tap China's bond market for cheap yuan-denominated loans. With the...

How the Euro Is Gaining Against the Dollar in June 2026

June 17, 2026 12:46pm 6 min

The US dollar has been weakening across the board, but the euro's rally to $1.16 is particularly striking. Lucas and Luna dig into why the euro is gaining ground, from shifting ECB policy to a narrowing interest rate dif...

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