Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains

In this episode of Trade and Tariffs with Fexingo, Lucas and Luna zoom in on a surprising casualty of the strong US dollar: Southeast Asian exporters. While much of the trade-war attention has been on China and South Korea, countries like Thailand, Malaysia, and Indonesia are getting crushed as their currencies slide and foreign demand falters. Lucas unpacks the data: the Thai baht is down 8% year-to-date, and Thailand's export-dependent sectors are feeling the pain. They discuss the Taiwan Strait risk premium, the 'boiling frog' problem for central banks, and why the EWT Thailand ETF has dropped 7% in five days. This is a sharp, grounded look at how a strong dollar isn't just a US story—it's reshaping supply chains and investment flows across Southeast Asia.

#StrongDollar #SoutheastAsia #Thailand #Malaysia #Indonesia #CurrencyCrisis #ExportSqueeze #TradeWar #CentralBanks #EWT #EEM #EmergingMarkets #SupplyChains #BoilingFrog #TradeAndTariffs #FexingoBusiness #Economics #BusinessPodcast

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In this episode of Trade and Tariffs, Lucas and Luna dive into the surprising 35% year-over-year jump in China's May shipments to the U.S., hitting a five-year high. They explore how a strong dollar, tariff loopholes, and rerouted supply chains are fueling this growth, despite ongoing trade tensions. The hosts break down the numbers: China's overall exports jumped 35% in May, the trade-weighted dollar index sits at 120.1, and emerging market ETFs like EEM have dropped 7.1% in five days. They discuss whether this surge is sustainable or a last-minute rush before new tariffs hit. Specific focus on the role of Southeast Asian transshipment hubs and the impact on the U.S. trade deficit, which widened to $60.3 billion in March. A must-listen for anyone tracking global commerce in a protectionist era.

#ChinaExports #USTradeDeficit #Tariffs #TradeWar #StrongDollar #EmergingMarkets #SupplyChain #EEM #GlobalTrade #MayTradeData #Commerce #Economics #FexingoBusiness #BusinessPodcast #TradeAndTariffs #EconomicIndicators #DollarIndex #Transshipment

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Lucas and Luna break down the quiet logistics crisis unfolding at the Panama Canal and the Straits of Malacca. With the trade-weighted dollar still high and emerging market ETFs like EWY down 13.4% in five days, they explore how a single maritime chokepoint can ripple through supply chains. Lucas explains 'Chokepoint 36'—the narrow corridor where 36% of global trade passes—and why the recent drought in Panama and geopolitical tensions in the Middle East are forcing companies to rethink routes. They discuss the cost of rerouting, the winners and losers among shipping nations, and what it means for import prices. A specific, data-rich look at the physical bottlenecks behind the trade headlines.

#Chokepoint36 #PanamaCanal #StraitsOfMalacca #GlobalShipping #SupplyChains #TradeRoutes #Geopolitics #ShippingCosts #EmergingMarkets #EWY #EEM #TradeWar #Logistics #Drought #IranConflict #Economics #FexingoBusiness #BusinessPodcast

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South Korea's Kospi index plunged 7% on Monday, June 8, 2026, as foreign investors continue to dump Korean stocks despite a record rally earlier this year. In this episode, Lucas and Luna break down the numbers: the EWZ ETF dropped 19.2% in five days, and the trade-weighted dollar index sits at 118.9. They explore why capital is fleeing—from geopolitical risks tied to Iran-Israel tensions to structural concerns about Korea's export competitiveness. The conversation drills into the specific data, contrasting Korea with other emerging markets like India and Brazil, and asks whether this is a buying opportunity or a warning sign for global trade.

#SouthKorea #Kospi #ForeignInvestment #EmergingMarkets #TradeWar #Geopolitics #IranIsrael #ETFs #EWY #DollarStrength #Exports #GlobalTrade #SupplyChains #Economics #Business #Finance #FexingoBusiness #BusinessPodcast

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This episode breaks down how the ongoing Iran conflict and the Hormuz closure are rerouting global oil flows, with OPEC+ approving a fourth output hike since the strait shut. Lucas and Luna examine what the 100-day mark means for tanker rates, insurance costs, and alternative supply chains via Iraq and Russia. They also discuss why Asian importers are scrambling and how the trade-weighted dollar's slight dip isn't offsetting the risk premium. Specific data includes the OPEC+ quota increase and the yen's move to 159 per dollar.

#IranConflict #OilTradeRoutes #HormuzStrait #OPECPlus #GlobalTrade #SupplyChains #CrudeOil #Shipping #TankerRates #MiddleEast #AsiaImports #DollarIndex #GeopoliticalRisk #FexingoBusiness #BusinessPodcast #Economics #TradeWar #EnergySecurity

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South Korea's main ETF, EWY, has plunged 19.2% in the past five trading days, far outpacing losses in other emerging markets. Lucas and Luna examine the specific forces behind this rout: the strong dollar, the collapse of Korea's semiconductor exports, and the broader implications for global supply chains and trade policy. They discuss how the trade-weighted dollar index near 119 is squeezing export-dependent economies, why Taiwan's EWT is down 7.8% but Korea's EWY is down 19.2%, and what this divergence tells us about the structure of global trade in 2026. With China's tariff war with the U.S. escalating and the Korean won under pressure, the episode drills into one concrete question: is Korea the canary in the coal mine for a broader emerging-market crisis?

#SouthKorea #EWY #ETFs #EmergingMarkets #TradeWar #StrongDollar #Semiconductors #Exports #KoreaWon #SupplyChains #GlobalTrade #Taiwan #ChinaTariffs #USChina #Economics #TradeAndTariffs #FexingoBusiness #BusinessPodcast

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South Korea ETFs have plunged 19 percent in five days — the worst selloff among major emerging markets. Lucas and Luna unpack what's behind the crash: the strong dollar, semiconductor export exposure, and trade tensions with the US. They connect the EWY collapse to the broader market rotation out of tech-heavy markets, and ask whether this is a buying opportunity or a structural shift. Specific data points include the trade-weighted dollar index at 118.9, the yen at 159 per dollar, and the S&P 500's 2.8 percent weekly drop. The episode drills into why Korea is more vulnerable than Taiwan or India right now.

#SouthKorea #EWY #StrongDollar #EmergingMarkets #TradeWar #SemiconductorExports #ETF #MarketCrash #June2026 #PortfolioRotation #TradeTensions #CurrencyHedging #ExportEconomy #KoreaDiscount #FexingoBusiness #Economics #BusinessPodcast #TradeAndTariffs

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Lucas and Luna examine how Taiwan's semiconductor exports are surging despite global trade tensions, with Taiwan Semiconductor Manufacturing Company (TSMC) leading the charge. They discuss the strategic importance of chip manufacturing, the impact of US tariffs on Chinese tech, and why Taiwan's export resilience is reshaping global supply chains. Data from June 2026 shows Taiwan's chip exports up 18% year-over-year, while South Korea's semiconductor exports slump. The hosts explore the geopolitical and economic factors behind this divergence, including US-China trade policies and the CHIPS Act. A must-listen for understanding the new dynamics of international commerce and the winners in the ongoing trade war.

#TaiwanSemiconductors #TSMC #TradeWar #SemiconductorExports #ChipManufacturing #USChinaTrade #CHIPSAct #GlobalSupplyChains #SouthKoreaExports #TaiwanExports #Geopolitics #TradePolicy #ExportResilience #TechSupplyChain #Economics #FexingoBusiness #BusinessPodcast #TradeAndTariffs

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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

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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

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