『The Global Economy Podcast with Fexingo: International Markets, Currencies, and World Trade』のカバーアート

The Global Economy Podcast with Fexingo: International Markets, Currencies, and World Trade

The Global Economy Podcast with Fexingo: International Markets, Currencies, and World Trade

著者： Fexingo
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Lucas and Luna dissect the forces shaping global markets, currencies, and trade flows in this daily show. Each episode is anchored in the current session's data — exchange rates, central-bank decisions, trade balances, and commodity shifts. They examine how the Federal Reserve's rate path interacts with the Bank of Japan's yield-curve control, why the renminbi's managed float matters for emerging-market debt, and what the latest PMI readings from Europe, China, and the US imply for supply chains and inflation. Lucas brings a journalist's precision to the macro headlines, while Luna stresses the real-economy consequences — for exporters, importers, and investors. Together they parse the weekly trade statistics, discuss the politics behind tariff negotiations, and trace capital flows through the world's major financial hubs. The listener is someone who needs to understand not just what the dollar did today but why — and what it means for the next quarter. Can a weaker yen really boost Japan's exports when global demand is softening? Is the euro's recent slide a signal of recession or just a delayed adjustment to monetary policy divergence? Lucas and Luna walk through the numbers, the institutions, and the competing narratives, leaving you with the questions that matter for your own analysis. #GlobalEconomy #InternationalMarkets #Currencies #WorldTrade #FederalReserve #CentralBanking #Forex #TradePolicy #Inflation #SupplyChain #EmergingMarkets #MonetaryPolicy #GDP #Commodities #Business #FexingoBusiness #BusinessPodcast #Economics Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
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  • How Taiwan Semiconductor ETFs Are Falling Despite Rising Earnings

    How Taiwan Semiconductor ETFs Are Falling Despite Rising Earnings
    2026/06/05
    Taiwan Semiconductor (TSMC) just reported record May revenue, yet Taiwan ETFs like EWT are down nearly 7% in the past five days. Lucas and Luna dig into the disconnect—why a company with dominant market share in advanced chips, strong pricing power, and a strategic position in the AI supply chain is seeing its stock and ETF slide. They trace the pressure to three forces: US-China tariff escalation that threatens Taiwan's role in global supply chains, rising geopolitical risk as the Iran conflict draws in more players, and a broader rotation out of emerging markets into safer assets. The hosts also connect it to the broader narrative of the 'Taiwan tax'—the discount investors demand for holding assets exposed to potential conflict. Specific data points include the EWT's 6.7% weekly drop versus the S&P 500's modest 1.9% decline, and the trade-weighted dollar index easing slightly to 118.9. This episode offers a concrete case study in how macro risk can overwhelm micro fundamentals. #TaiwanSemiconductor #TSMC #EWT #TaiwanETF #Semiconductor #AI #SupplyChain #GeopoliticalRisk #Tariffs #USChinaTrade #EmergingMarkets #DollarIndex #MacroRisk #MicroFundamentals #FexingoBusiness #BusinessPodcast #Economics #GlobalEconomy Keep every episode free: buymeacoffee.com/fexingo
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    6 分
  • How the US Trade Deficit Is Reshaping Global Currency Markets

    How the US Trade Deficit Is Reshaping Global Currency Markets
    2026/06/05
    In episode 32 of The Global Economy Podcast, Lucas and Luna examine the surprising link between America's widening trade deficit and the dollar's stubborn strength. With the trade-weighted dollar index hovering near 119 and the trade deficit hitting minus $60 billion in March, they explore how a strong dollar actually worsens the trade imbalance—and why this feedback loop matters for emerging markets and multinationals. For reference, they look at the yen's slide past 159 per dollar and the yuan's drift to 6.77, showing how currency misalignment is reshaping global supply chains. Lucas argues the trade deficit is not just a number but a structural force driving currency flows, while Luna questions whether tariffs can reverse the trend. They also touch on the Federal Reserve's limited room to act with inflation still above target. This is a nuanced take for listeners who want to understand the mechanics behind the headlines. #US trade deficit #strong dollar #currency markets #Federal Reserve #emerging markets #yen #yuan #trade weighted dollar index #tariffs #global supply chains #inflation #economics podcast #FexingoBusiness #BusinessPodcast #GlobalEconomy #LucasAndLuna #trade policy #export competitiveness Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • How the ADR Market Is Exposing Hidden China Risk

    How the ADR Market Is Exposing Hidden China Risk
    2026/06/04
    Lucas and Luna dive into the quiet but dramatic shift happening with US-listed Chinese ADRs. With the SEC proposing fresh tariffs on 60 economies over forced labor trade practices and China's yuan weakening, the episode focuses on a specific data point: the 1.3% gain in the FXI China ETF this week masks a deeper divergence. Lucas breaks down how the ADR market is now pricing in political risk that doesn't show up in Hong Kong-listed shares. They discuss what this means for portfolio construction, referencing the trade-weighted dollar index at 118.9 and the yuan at 6.77 per dollar. No broad macro chat — just a concrete case of hidden risk in a popular corner of emerging markets. #ADRs #China #EmergingMarkets #FXI #Yuan #TradePolicy #SEC #Tariffs #PoliticalRisk #GlobalEconomy #USChinaTrade #PortfolioConstruction #RiskManagement #HongKong #ForcedLabor #SupplyChains #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    9 分
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