『Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains』のカバーアート

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

著者： Fexingo
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Lucas and Luna dissect the mechanics of international trade — from tariff structures and trade-war escalation to the real-time reconfiguration of global supply chains. Each episode opens with a specific data point: a new WTO ruling, a sudden tariff hike on semiconductors, a shipping-cost spike out of the Red Sea. Lucas, a former trade journalist, walks Luna through the legal and economic logic behind the headline; Luna, a supply-chain analyst, pushes back with on-the-ground logistics data from Port of Shanghai container indices and factory PMIs. Together they trace how a 25% steel tariff in Washington reshapes auto-assembly plants in Mexico, how export controls on Dutch lithography machines stall China's chip ambitions, and how the USMCA's rules of origin are quietly redrawing North American investment flows. The show avoids both jingoistic cheerleading and academic detachment — it's for the procurement director who needs to know whether to hedge yuan exposure, the policy wonk tracking Section 301 exclusions, and the investor recalibrating country-risk models. Every episode ends not with a verdict but with a tension: if the EU slaps digital-services taxes on US tech giants, does the White House retaliate with Trump-era tariffs or Biden-era export controls? Listeners walk away with a question they can test against the next day's trade data. #Tariffs #TradeWars #GlobalSupplyChains #WTO #USMCA #TradePolicy #ExportControls #SemiconductorIndustry #SteelTariffs #SupplyChainRisk #GeopoliticalRisk #PortData #FreightCosts #YuanHedge #Section301 #DigitalServicesTax #FexingoBusiness #Economics Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
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  • How the Strong Dollar Is Crushing South Korea ETFs

    How the Strong Dollar Is Crushing South Korea ETFs
    2026/06/05
    Episode 33 of Trade and Tariffs with Fexingo. Lucas and Luna examine the brutal sell-off in South Korea ETFs — EWY down 16.4% in five days — as the strong dollar and shifting trade policy hammer export-driven markets. They explore the specific vulnerability of Korea's semiconductor sector, the role of currency hedging, and what the data says about broader emerging market risk. With the Nasdaq falling 3.7% and the S&P 500 snapping a nine-week winning streak, the hosts connect the dots between US monetary policy, global trade flows, and the sharp divergence between Korea and other emerging markets like India and Brazil. A data-driven look at what's really driving the Korea rout and whether it signals a deeper shift in global capital allocation. #StrongDollar #SouthKorea #ETFs #EWY #EmergingMarkets #TradePolicy #Semiconductors #CurrencyHedging #Nasdaq #SP500 #DollarIndex #Exporters #GlobalTrade #MarketSellOff #KoreaEconomy #InvestmentStrategy #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • How the US Trade Deficit Hit a New Record in 2026

    How the US Trade Deficit Hit a New Record in 2026
    2026/06/05
    Lucas and Luna break down the latest US trade deficit numbers, which hit a new record in March 2026 at $60.3 billion. They explore the structural forces behind the widening gap—from a strong dollar to shifting supply chains—and what it means for global trade policy. The episode zooms in on the post-COVID import binge, the role of the trade-weighted dollar index, and the surprising resilience of exports. A grounded, data-rich conversation for anyone trying to understand the real state of American trade. #USTradeDeficit #TradeBalance #GlobalTrade #StrongDollar #TradeWeightedDollar #Exports #Imports #SupplyChains #CurrentAccount #Economics #TradePolicy #FexingoBusiness #BusinessPodcast #TradeAndTariffs #June2026 #TradeData #MacroEconomics #TradeWar Keep every episode free: buymeacoffee.com/fexingo
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    9 分
  • How Cargo Ships Are Reshaping Global Trade Routes

    How Cargo Ships Are Reshaping Global Trade Routes
    2026/06/04
    Lucas and Luna explore how rerouted shipping lanes are redrawing the map of global commerce. With the Panama Canal facing drought restrictions and Red Sea tensions persisting, container ships are taking longer paths—adding days and dollars to supply chains. They break down the specific cost impact on shippers and importers, and what the shift means for inflation and trade policy in mid-2026. Featuring data on the trade-weighted dollar index at 118.9 and the Dow's 800-point rotation out of tech into banks and retail. #ShippingRoutes #GlobalTrade #SupplyChains #PanamaCanal #RedSea #Inflation #TradePolicy #ContainerShips #DollarIndex #DowJones #S&P500 #Logistics #ImportCosts #FreightRates #Economics #FexingoBusiness #BusinessPodcast #TradeAndTariffs Keep every episode free: buymeacoffee.com/fexingo
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    9 分
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