『Geopolitics and Markets with Fexingo: Wars, Sanctions, and Economic Consequences』のカバーアート

Geopolitics and Markets with Fexingo: Wars, Sanctions, and Economic Consequences

Geopolitics and Markets with Fexingo: Wars, Sanctions, and Economic Consequences

著者： Fexingo
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Every week, Lucas and Luna track how geopolitical shocks — wars, sanctions, export controls, tariffs — actually move markets and reshape economic policy. Lucas anchors each episode in real-time data: yield curve shifts, currency volatility, commodity price spikes, and sector-level index moves from the past 48 hours. Luna pushes him to explain the mechanism: why a semiconductor export ban in one region cascades into inflation forecasts in another, or how an oil embargo changes central-bank rate paths months before the official statement. Together they dissect one major story per episode — the Russia-Ukraine energy war, the US-China chip war, the new sanctions regime on Iran, the economic consequences of NATO expansion — and always tie it back to the numbers. This is not punditry or opinion theatre. It is two journalists reading the same public data you can see and showing you what it means. The listener is someone who already follows global affairs but needs a calibrated, data-driven second opinion before making their own investment or business decisions by Friday. Lucas brings the macro framework; Luna brings the on-the-ground human cost and the policy timeline. By the end, you will know what the market has priced in, what it has not, and which piece of news tomorrow could crack the whole story open. #Geopolitics #Markets #Sanctions #Wars #EconomicConsequences #FederalReserve #Inflation #Commodities #SupplyChain #ExportControls #MacroEconomics #GlobalTrade #OilPrices #SemiconductorIndustry #Business #FexingoBusiness #BusinessPodcast #Economics Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
エピソード
  • Why the Dollar Weakness Is Not Helping US Exports

    Why the Dollar Weakness Is Not Helping US Exports
    2026/06/07
    The US trade deficit hit a new record in March 2026, even as the dollar weakened. Lucas and Luna explore why the classic export-boost from a falling dollar isn't materializing. They examine the role of global supply chains tied to the dollar, the impact of the Iran war on shipping costs, and how the strong yen-dollar spread is distorting trade flows. With oil prices volatile and OPEC+ hiking quotas, the picture is more complex than simple currency adjustments. This episode breaks down the structural factors preventing the weaker dollar from rebalancing trade. #USDollar #TradeDeficit #USExports #IranWar #OPECPlus #OilPrices #GlobalTrade #SupplyChains #Yen #FedPolicy #Geopolitics #Economics #FexingoBusiness #BusinessPodcast #MarketAnalysis #TradeBalance #HormuzClosure #DollarIndex Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • How Chinese EVs Are Redrawing Automotive Trade Maps

    How Chinese EVs Are Redrawing Automotive Trade Maps
    2026/06/07
    China's electric vehicle industry is poised to enter the U.S. market within a few years, even as tariffs and geopolitics create barriers. Lucas and Luna examine the covert and overt strategies—from third-country assembly plants to technology licensing deals—that Chinese automakers like BYD and SAIC Motor are using to bypass trade restrictions. They discuss the implications for U.S. automakers, supply chains, and consumers, and why the tariff-heavy approach may not be enough to stem the tide. With exports of goods and services at $3.5 trillion and a trade-weighted dollar index at 118.9, the global trade landscape is shifting fast. #ChineseEVs #AutomotiveTrade #Geopolitics #Tariffs #SupplyChains #BYD #SAICMotor #USTradeDeficit #Economics #FexingoBusiness #BusinessPodcast #TradeWar #EVs #Manufacturing #GlobalTrade #MexicoAssembly #TechnologyLicensing #TariffHegemony Keep every episode free: buymeacoffee.com/fexingo
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    9 分
  • Why Semiconductor Export Controls Are Reshaping Chip Alliances

    Why Semiconductor Export Controls Are Reshaping Chip Alliances
    2026/06/06
    The US has tightened semiconductor export controls beyond China to include several other nations, aiming to prevent transshipment and technology leakage. Lucas and Luna break down the specific new rules targeting chipmaking equipment and advanced AI chips, and explore how this is reshaping global semiconductor alliances. They discuss the impact on Dutch lithography giant ASML, South Korea's Samsung and SK Hynix, and Taiwan Semiconductor Manufacturing Company. Lucas points to the recent sell-off in chip stocks — the NASDAQ is down more than 5 percent in the past five days — as markets price in supply chain disruption. They also examine the counter-coordination emerging between China, Japan, and the Netherlands. The episode is anchored in the specific policy shift announced this week and uses concrete numbers from the Nasdaq decline and falling semiconductor equipment stocks to ground the conversation. #SemiconductorExportControls #ChipWar #USChinaTechWar #ASML #TSMC #Samsung #SKHynix #ExportControls #Semiconductors #Geopolitics #SupplyChain #ChipAlliances #Technology #Economics #FexingoBusiness #BusinessPodcast #GeopoliticsAndMarkets #TradePolicy Keep every episode free: buymeacoffee.com/fexingo
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    8 分
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