『The Trade Deficit Podcast with Fexingo: Imports, Exports, and Balance of Payments』のカバーアート

The Trade Deficit Podcast with Fexingo: Imports, Exports, and Balance of Payments

The Trade Deficit Podcast with Fexingo: Imports, Exports, and Balance of Payments

著者： Fexingo
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The Trade Deficit Podcast with Fexingo cuts through the noise of international trade data to examine what real import, export, and balance-of-payments figures mean for businesses and investors. Each episode, Lucas and Luna start with the latest trade releases from the Bureau of Economic Analysis and the Census Bureau, then trace the ripple effects through supply chains, currency markets, and corporate earnings. Lucas brings a journalist's eye for the story behind the numbers — a widening deficit in advanced technology goods, a surplus in agricultural commodities, or the shifting composition of services trade. Luna, an engaged interlocutor, pushes for the practical implications: how a weaker yen changes a multinational's sourcing strategy, what a surge in capital goods imports signals about domestic investment, or why a nation's current account surplus matters for global bond yields. Together, they connect trade flows to the balance sheets of real companies — from Apple's reliance on Chinese assembly to Caterpillar's exposure to emerging-market infrastructure spending — without resorting to political slogans. This is for the economist, the portfolio manager, and the business strategist who knows that trade data is not just a headline but a leading indicator. How do you read the balance of payments to anticipate the next shift in corporate profits? #TradeDeficit #BalanceOfPayments #ImportsExports #CurrentAccount #TradePolicy #SupplyChain #CurrencyMarkets #FederalReserve #GlobalTrade #EconomicData #Business #FexingoBusiness #BusinessPodcast #Economics #TradeWars #ExportLedGrowth #TariffImpact #TradeStatistics Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
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  • How Trade Wars Distort Global Supply Chains

    How Trade Wars Distort Global Supply Chains
    2026/09/10
    With the US imposing new import bans on Canadian goods and wholesale prices rising, we examine how tariffs don't just shift trade balances but fundamentally rewire global supply chains. Lucas and Luna break down why the trade deficit is a lagging indicator of strategic decoupling, using the latest PPI data and the $1.2 trillion in reshored manufacturing investment to show how businesses are adapting to a fragmented world. #FexingoBusiness #BusinessPodcast #Economics #TradeWar #SupplyChainResilience #USCanadaTrade #ImportBans #WholesalePrices #GlobalTrade #ManufacturingShift #InflationData #PPI #EconomicPolicy #LucasAndLuna #TradeDeficit #Geopolitics #BusinessStrategy #Macroeconomics Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • How Canadian Tariffs Are Reshaping US Trade Data

    How Canadian Tariffs Are Reshaping US Trade Data
    2026/09/09
    With the U.S. imposing new import bans on Canadian goods and Canada retaliating with CA$27.6 billion in tariffs, the bilateral trade balance is undergoing a violent restructuring. Lucas and Luna examine how this escalation distorts the broader picture of the US trade deficit, revealing that while goods flows shrink, services exports remain stubbornly strong. We look at the specific mechanics of supply chain rerouting and what this means for the current account deficit heading into Q3. #USMCA #TradeWar #CanadaTariffs #SupplyChain #ServicesExports #CurrentAccount #Economics #GlobalTrade #ImportBans #RetaliatoryTariffs #BusinessStrategy #Macroeconomics #FexingoBusiness #BusinessPodcast #LucasAndLuna #TradeDeficit #EconomicPolicy #InternationalTrade Keep every episode free: buymeacoffee.com/fexingo
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    11 分
  • How Canada Tariffs Are Rewriting US Trade Data

    How Canada Tariffs Are Rewriting US Trade Data
    2026/09/08
    Canada just deployed CA$27.6 billion in retaliatory tariffs, instantly reshaping the North American trade landscape. Lucas and Luna break down how these specific measures are distorting the official US trade deficit numbers for mid-2026. They examine whether this political friction is a temporary blip or a structural shift in how goods move across the border, using April’s import surge and July’s narrowing balance as their anchor points. #FexingoBusiness #TradeDeficit #CanadaTariffs #NorthAmericanTrade #EconomicsPodcast #USMCA #RetaliatoryMeasures #GlobalTradeFlows #ImportSurge #ExportData #SupplyChainShift #TradePolicy #BilateralRelations #Macroeconomics #FexingoEconomics #TradeBalance #BusinessNews #EconomicAnalysis Keep every episode free: buymeacoffee.com/fexingo
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    10 分
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