『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
エピソード
  • How a Weak Yen Is Reshaping Global Auto Trade

    How a Weak Yen Is Reshaping Global Auto Trade
    2026/07/21
    Episode 127 of Trade and Tariffs with Fexingo examines how Japan's persistently weak yen—trading at 162 yen per dollar as of mid-July 2026—is reshaping global auto trade. Lucas and Luna break down how this currency divergence acts as a de facto export subsidy for Japanese automakers like Toyota and Honda, allowing them to undercut competitors in the US and European markets. They explore the ripple effects on South Korea's Hyundai and Kia, the EU's response via anti-dumping investigations, and the broader implications for supply chain strategy. With the US trade deficit widening to $77.6 billion in May 2026, the episode asks whether currency manipulation accusations against Japan are fair, and what tariff responses might be coming. A concrete, data-driven look at how forex policy drives trade friction. #YenWeakness #GlobalAutoTrade #Toyota #Honda #Hyundai #TradeWar #JapanTrade #CurrencyWars #ExportSubsidy #USDeficit #AntiDumping #EU #Tariffs #SupplyChains #Economics #FexingoBusiness #TradeAndTariffs #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • How Trade War Tariffs Are Reshaping Global Supply Chains in 2026

    How Trade War Tariffs Are Reshaping Global Supply Chains in 2026
    2026/07/21
    In this episode of Trade and Tariffs with Fexingo, Lucas and Luna break down the stunning reversal in US trade data for May 2026. The trade deficit surged to $77.6 billion, its widest since 2022, despite years of tariff policy aimed at narrowing it. They explore why tariffs alone don't reduce deficits—focusing on the strong dollar, import demand elasticity, and the surprising resilience of US consumer spending. Using recent headlines on Canadian goods tariffs and the Strait of Hormuz conflict, they connect macro trends to real-world supply chain shifts. A must-listen for anyone confused by why trade deficits keep widening even as politicians promise to shrink them. #TradeDeficit #Tariffs #USTradePolicy #SupplyChains #DollarStrength #ImportDemand #ExportData #TradeWar #GlobalTrade #Economy #Economics #TradeAndTariffs #FexingoBusiness #BusinessPodcast #StraitOfHormuz #CanadaTariffs #ChinaTrade #Inflation Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • Why the US Trade Deficit Is Widening Despite Tariffs

    Why the US Trade Deficit Is Widening Despite Tariffs
    2026/07/20
    Episode 125 of Trade and Tariffs with Fexingo. Lucas and Luna unpack the latest US trade balance data, which shows the deficit widening to $77.6 billion in May 2026 despite years of tariff policy. They explore why import growth is outpacing exports, the role of a strong dollar and energy prices, and what this means for the broader trade war narrative. The conversation drills into specific numbers, including the trade-weighted dollar index at 120.5 and the impact of Brent crude above $90. Tune in for a data-driven look at a paradox at the heart of global commerce. #TradeDeficit #USTradeBalance #Tariffs #TradeWar #DollarStrength #Imports #Exports #BrentCrude #EnergyPrices #FederalReserve #GlobalTrade #SupplyChains #Economics #Business #FexingoBusiness #BusinessPodcast #TradeAndTariffs #LucasAndLuna Keep every episode free: buymeacoffee.com/fexingo
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    6 分
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