『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 Service Tariffs Are Rewiring Global Trade

    How Service Tariffs Are Rewiring Global Trade
    2026/09/10
    While everyone watches container ships and steel tariffs, a quieter shift is reshaping the global economy: the rise of digital services trade. Lucas and Luna explore how tariffs on intangible goods like software, cloud computing, and professional consulting are creating new friction in supply chains that don’t involve physical borders. Using recent data showing exports of goods and services rising to 3,752 billion dollars against imports of 4,628 billion, they dissect why the trade deficit is widening not just from widgets, but from the invisible flow of data and expertise. This episode examines the specific economic mechanics of taxing the digital handshake and what it means for companies relying on cross-border knowledge work. #FexingoBusiness #BusinessPodcast #GlobalTrade #DigitalServices #TradeDeficit #Economics #SupplyChain #CloudComputing #SoftwareExports #CrossBorderData #TariffPolicy #IntangibleAssets #ServiceEconomy #LucasAndLuna #InternationalCommerce #TechTrade #EconomicAnalysis #MarketInsights Keep every episode free: buymeacoffee.com/fexingo
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    12 分
  • How Trade Deficits Are Rewiring Corporate Strategy

    How Trade Deficits Are Rewiring Corporate Strategy
    2026/09/09
    The US trade deficit hit $88.5 billion in July, driven by a surge in imports while exports struggled to keep pace. In this episode of Fexingo Business, Lucas and Luna explore how this widening gap is forcing multinationals to rethink their global supply chains. With the trade-weighted dollar index holding at 118.1 and Treasury bond buybacks rising, companies are no longer just chasing low labor costs but are optimizing for currency risk and logistical resilience. We look at why nearshoring is becoming less about tariffs and more about balance sheet protection, using real-world examples from manufacturing and retail sectors. Learn how executives are adjusting inventory levels and hedging strategies in response to the current macroeconomic headwinds as we navigate through September 2026. #TradeDeficit #SupplyChainStrategy #GlobalCommerce #EconomicsPodcast #ImportExport #CurrencyRisk #Nearshoring #Macroeconomics #FexingoBusiness #BusinessPodcast #TreasuryBonds #DollarIndex #CorporateFinance #LogisticsTrends #InternationalTrade #EconomicIndicators #LucasAndLuna #MarketAnalysis Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • How Nearshoring Costs Are Outpacing Savings

    How Nearshoring Costs Are Outpacing Savings
    2026/09/08
    Nearshoring promised to fix global supply chains by moving production closer to home. But as the strong dollar and rising labor costs in Mexico collide, that promise is fracturing. We look at why the math isn't adding up for many manufacturers, using Bombardier's recent footprint debate as a case study. With imports hitting record highs and the trade deficit widening, we explore whether nearshoring is actually saving money or just shifting the burden. This episode breaks down the hidden costs of reshoring, from logistics bottlenecks to wage inflation, and asks if the current economic environment can support the shift. #Nearshoring #SupplyChainCosts #MexicoTrade #Bombardier #StrongDollar #Manufacturing #Economics #FexingoBusiness #BusinessPodcast #GlobalTrade #Inflation #LaborCosts #Logistics #TradeDeficit #Reshoring #EconomicPolicy #IndustrialStrategy #Macroeconomics Keep every episode free: buymeacoffee.com/fexingo
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    10 分
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