『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
  • How Shadow Flotillas Are Hiding Oil Supply

    How Shadow Flotillas Are Hiding Oil Supply
    2026/09/10
    With crude prices surging past one hundred dollars a barrel this week, the real story isn't just about OPEC cuts or Fed rate hikes. It is about where that oil is actually coming from. We look at the growing 'shadow fleet' of aging tankers and how nations are using flag-of-convenience strategies to bypass sanctions. This episode breaks down the mechanics of insurance gaps, the role of middlemen in Singapore and Dubai, and why these hidden supply chains matter for your wallet more than any headline. #FexingoBusiness #GeopoliticsAndMarkets #OilTrade #ShadowFleet #SanctionsEvasion #EnergyEconomics #MaritimeLogistics #InsuranceRisks #GlobalSupplyChain #CrudePrices #Petrodollar #InternationalTrade #EconomicAnalysis #LucasAndLuna #BusinessPodcast #FinanceNews #CommodityMarkets #GeopoliticalRisk Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • How Sanctions Created a Shadow Fleet of Tankers

    How Sanctions Created a Shadow Fleet of Tankers
    2026/09/09
    Oil prices are climbing past one hundred dollars as the US and EU tighten restrictions on Russian crude. But sanctions don't stop trade; they just reroute it into the shadows. Lucas and Luna break down how an aging fleet of tankers, often called the shadow fleet, is quietly bypassing price caps and insurance bans. We look at the specific mechanics of this gray market, why insurance premiums have spiked, and what this means for global energy security in September twenty twenty-six. #ShadowFleet #EnergyMarkets #Geopolitics #OilPrices #SanctionsEvasion #TankerInsurance #RussianOil #GlobalTrade #MaritimeSecurity #PriceCaps #FexingoBusiness #BusinessPodcast #Economics #FinanceNews #SupplyChain #Commodities #LucasAndLuna #MarketAnalysis Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • How Supply Chain Fragility Fuels Inflation

    How Supply Chain Fragility Fuels Inflation
    2026/09/08
    With the trade-weighted US dollar index holding steady near 118.7 in late August 2026, the global economy is grappling with a new reality: inflation isn't just about prices anymore, it's about physical movement. Lucas and Luna explore how bottlenecks in maritime logistics and rising freight costs are embedding persistent price pressures into the consumer basket. They examine the disconnect between falling headline CPI and the stubbornly high cost of moving goods, using recent oil price spikes and shipping data to show why supply chain resilience has become the ultimate macro hedge. #SupplyChainFragility #GlobalLogistics #InflationResilience #FreightCosts #MaritimeTrade #Macroeconomics #ConsumerPrices #OilPriceShock #USDIndex #GeopoliticsAndMarkets #BusinessPodcast #EconomicsDaily #FexingoBusiness #LucasAndLuna #TradeBalance #ShippingBottlenecks #EconomicResilience #MarketAnalysis Keep every episode free: buymeacoffee.com/fexingo
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    12 分
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