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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 The Art of War by Sun Tzu The Art of War by Sun Tzu Sun Tzu Blockchain Basics: Crypto, NFTs & Web3 Explained Blockchain Basics: Crypto, NFTs & Web3 Explained ELMA Chat GPT Podcast Chat GPT Podcast Sol Good Network 50 Shades of Planning 50 Shades of Planning Samuel Stafford The Data Center Daily The Data Center Daily The Data Center Daily — Lantern Podcasts JIJI news for English Learners-時事通信英語学習ニュース‐ JIJI news for English Learners-時事通信英語学習ニュース‐ 時事通信社 The Daily Finance Brief | Markets, Business and Economic News The Daily Finance Brief | Markets, Business and Economic News The Daily Finance Brief The Gemini Brief - Investment Deep Dives The Gemini Brief - Investment Deep Dives Lukasz Tomicki and LRT Capital Management LLC 【我交易過人生】 【我交易過人生】 凡爸 China Update China Update Tony JIJI English News-時事通信英語ニュース- JIJI English News-時事通信英語ニュース- 時事通信社 The Ramsey Show Highlights The Ramsey Show Highlights Ramsey Network Ready For Retirement Ready For Retirement James Conole, CFP® The Think Media Podcast The Think Media Podcast Think Media Maximum Lawyer Maximum Lawyer Tyson Mutrux Becker’s Healthcare Podcast Becker’s Healthcare Podcast Becker's Healthcare Scale Your Insurance Agency | Hosted Daniel Metcalf & Mike Stromsoe Scale Your Insurance Agency | Hosted Daniel Metcalf & Mike Stromsoe Daniel Metcalf and Mike Stromsoe Wheel Talk Wheel Talk Ryan Durbin & Becca Otis Successful Farming Podcast Successful Farming Podcast Successful Farming Wealth Juice | Real Estate, Entrepreneurship & Investing Wealth Juice | Real Estate, Entrepreneurship & Investing Cory Jacobson, Ryan Bevilacqua She Coaches Coaches She Coaches Coaches Candy Motzek | Life & Business Coach 財訊 《Wealth Magazine》 財訊 《Wealth Magazine》 財訊雙週刊 Working Ranch Radio Show Working Ranch Radio Show Justin Mills Third Alarm Cowboys Podcast Third Alarm Cowboys Podcast Heath Meredith The KE Report The KE Report KE Report The Pomp Podcast The Pomp Podcast Anthony Pompliano The Unforget Yourself Show The Unforget Yourself Show Mark and Katie Stock Movers Stock Movers iHeartPodcasts The Drive Car Show The Drive Car Show The Drive with Lauren & Karl AI News Podcast | Latest AI News, Analysis & Events | Daily Inference AI News Podcast | Latest AI News, Analysis & Events | Daily Inference AI Daily DX Today | No-Hype Podcast & News About AI & DX DX Today | No-Hype Podcast & News About AI & DX Rick Spair AD7 Devocional - Diferente / Inverso AD7 Devocional - Diferente / Inverso AD7 Devocional Leadership Lessons From The Great Books Leadership Lessons From The Great Books Leadership Toolbox Podcast Network Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights Richard C. Wilson, CEO of Family Office Club The Private School Leader Podcast The Private School Leader Podcast Mark Minkus Bitcoiners - Live From Bitcoin Beach Bitcoiners - Live From Bitcoin Beach Mike Peterson
Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains

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

Fexingo

How Mexico Is Reshoring Its Auto Industry Mid-2026

July 04, 2026 12:50am 6 min

This episode of Trade and Tariffs with Fexingo examines how Mexico is leveraging near-shoring trends to rebuild its domestic auto supply chain in mid-2026. Lucas and Luna discuss the latest trade data showing a narrowing...

How the Trade War Is Remaking the Global Coffee Market

July 03, 2026 1:11pm 6 min

Coffee is one of the most traded commodities in the world, but a new wave of tariffs and export restrictions is scrambling the global supply chain. In this episode, Lucas and Luna look at how Vietnam's recent coffee expo...

How Africa Is Becoming a New Trade War Battleground

July 03, 2026 12:48am 6 min

China's exports to Africa hit a record $85 billion in Q2 2026, while US exports to the continent fell 12% year-over-year. Lucas and Luna explore how tariff escalation between the US and China is spilling into Africa as b...

How Vietnam Is Winning the Tariff War Without Fighting

July 02, 2026 1:04pm 7 min

Episode 89 dives into Vietnam's booming export sector, which has surged 18% year-over-year in mid-2026, making it the biggest winner of the US-China tariff war. Lucas and Luna break down how Vietnam is capturing manufact...

How Foreign Automakers Are Losing China Without a Trade War

July 02, 2026 12:49am 4 min

Episode 88 of Trade and Tariffs with Fexingo examines the quiet collapse of foreign auto market share in China. Lucas and Luna dig into specific data: foreign-brand sales in China have dropped from 64% in 2020 to below 4...

How the USMCA Non-Renewal Reshapes North American Trade

July 01, 2026 1:02pm 9 min

The US announced it won't renew USMCA on July 1, 2026, opening negotiations with Canada and Mexico. Lucas and Luna break down what this means for the $1.5 trillion trade bloc — from auto supply chains to agriculture tari...

How Iran Is Selling Oil at a Premium Despite Sanctions

July 01, 2026 3:18am 5 min

Iran says it is selling oil at a 20% premium as the end of the US blockade sees 40 million barrels exported. Lucas and Luna unpack how Iran is bypassing sanctions using a shadow fleet of tankers, Chinese refineries, and ...

How LNG Cargo Diversions Are Reshaping Global Energy Trade

July 01, 2026 12:50am 9 min

On this episode of Trade and Tariffs with Fexingo, Lucas and Luna examine how liquefied natural gas cargo diversions are redrawing energy trade flows in mid-2026. With a top producer withholding Italian shipments and Eur...

Why Copper Is the New Oil in Trade Wars

June 30, 2026 1:02pm 8 min

Lucas and Luna explore how copper has become a flashpoint in global trade, with nations stockpiling the metal for energy transition and military needs. They discuss how Chile and Peru are leveraging their reserves, why t...

How the Strong Yen Is Reshaping Japan's Export Machine

June 30, 2026 12:57am 7 min

In this episode of Trade and Tariffs with Fexingo, Lucas and Luna examine the dramatic impact of the yen's slide to a 40-year low of 161.7 per dollar. They explore how Japan's exporters, from Toyota to Nintendo, are navi...

Why Japans Export Dominance Is Cracking Under the Strong Yen

June 29, 2026 1:09pm 5 min

In mid-2026, Japan's export machine is showing cracks. The yen has weakened to 161 per dollar, but the trade data tells a different story. In this episode, Lucas and Luna examine how Japan's export dominance is cracking ...

How South Korea's Export Machine Is Hitting a Wall

June 29, 2026 12:58am 7 min

South Korea's exports, a bellwether for global trade, are faltering sharply in mid-2026. Lucas and Luna drill into the data: the Kospi is down nearly 10% in a week, the won is at 1,614 per dollar, and key industries like...

How the Strong Dollar Is Reshaping Global Trade in Mid-2026

June 28, 2026 1:03pm 7 min

The US dollar has surged to a trade-weighted index of 120.4, and it's not just making imports cheaper. In this episode, Lucas and Luna examine how the strong dollar is squeezing emerging market exporters, widening trade ...

How the Strong Dollar Is Crushing Emerging Market Exports in 2026

June 28, 2026 12:48am 7 min

Lucas and Luna examine how the trade-weighted US dollar index hitting 120.4 is reshaping global trade. They focus on the diverging fortunes of South Korea's KOSPI, down nearly 10 percent in a week, and Brazil's Bovespa, ...

Why the Baltic Dry Index Is Flashing a Warning

June 27, 2026 12:58pm 7 min

The Baltic Dry Index tracks the cost of shipping raw materials like iron ore and coal across the world's oceans. In this episode, Lucas and Luna break down why the index has dropped 22 percent since April 2026, even as c...

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...

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