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 podcast cover
Fexingo Economics

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

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

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Episodes

146 episodes

Why the US Trade Deficit Is Widening Despite Weaker Dollar

Aug 1, 2026 · 7:51
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How Chip Decoupling Is Splitting Asian Tech Exports

Jul 30, 2026 · 6:29
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How the Strait of Hormuz Crisis Is Reshaping Global Trade

Jul 30, 2026 · 7:31
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Why South Korea Market Is Crashing While China Rallies

Jul 29, 2026 · 8:15
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The J-Curve Why a Weaker Dollar Worsens the Trade Deficit First

Jul 29, 2026 · 5:52
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How Shein Tests the Limits of Trade Enforcement

Jul 28, 2026 · 6:27
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Why the US-Korea Tech Stock Link Is a Trade Risk

Jul 28, 2026 · 9:45
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Why South Korea's Chip Crisis Is a Trade Warning

Jul 28, 2026 · 6:27
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How Brazil Is Becoming a Trade War Winner in 2026

Jul 27, 2026 · 4:38
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Why CXMT's 500 Percent IPO Surge Matters for Trade

Jul 27, 2026 · 5:48
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Why the Strong Dollar Is Widening the US Trade Deficit in 2026

Jul 26, 2026 · 6:58
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Why Chocolate Stays Expensive Despite Falling Cocoa Prices

Jul 26, 2026 · 4:37
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Why Trump's New Tariffs Face a Legal Challenge

Jul 25, 2026 · 8:24
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How the Yen Carry Trade Is Unraveling Global Currency Flows

Jul 24, 2026 · 7:49
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How $100 Oil Is Rewriting Global Trade Routes

Jul 23, 2026 · 6:50
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How Oil Tanker Attacks Disrupt Global Trade Insurance

Jul 23, 2026 · 10:03
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How Vietnam Is Becoming the New Trade War Winner

Jul 23, 2026 · 6:33
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Why Maersk Is Betting on Africa Trade Routes

Jul 22, 2026 · 9:32
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How Generic Drug Tariffs Could Reshape Pharma Supply Chains

Jul 22, 2026 · 7:59
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How a Weak Yen Is Reshaping Global Auto Trade

Jul 21, 2026 · 6:30
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How Trade War Tariffs Are Reshaping Global Supply Chains in 2026

Jul 21, 2026 · 7:04
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Why the US Trade Deficit Is Widening Despite Tariffs

Jul 20, 2026 · 6:19
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How Trade Wars Reshape Indian Generic Drug Exports

Jul 19, 2026 · 7:48
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Why Taiwan Is Becoming a Semiconductor Tariff Target

Jul 19, 2026 · 9:32
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How Panama Canal Drought Is Rewriting Global Shipping Routes

Jul 18, 2026 · 6:47
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Why the Trade War Is Boosting Vietnam Factory Exports

Jul 18, 2026 · 6:31
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Why Taiwan Semiconductor Stocks Are Getting Crushed

Jul 17, 2026 · 7:02
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Why Olive Oil Trade Is the New Geopolitical Flashpoint

Jul 17, 2026 · 7:23
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How South Korea's Export Collapse Is Rewriting Chip Trade

Jul 16, 2026 · 9:24
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Why the US Just Hit Brazil with 25 Percent Tariffs

Jul 16, 2026 · 10:20
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How Maersk Is Rerouting Around the Panama Canal Drought

Jul 15, 2026 · 8:55
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Why Lithium Trade Is the New Battery War

Jul 15, 2026 · 7:31
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How Trade War Tariffs Are Reshaping Global Currency Wars

Jul 14, 2026 · 5:50
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How Chinese Factory Glut Is Reshaping Global Trade

Jul 14, 2026 · 8:42
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Why Trump's Strait of Hormuz Toll Threatens Global Trade

Jul 13, 2026 · 8:45
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How Trade Wars Are Rewriting Rare Earth Supply Chains

Jul 13, 2026 · 9:41
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Why Fertilizer Trade Is the New Geopolitical Weapon

Jul 12, 2026 · 9:24
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Why Steel Tariffs Are Boosting Mexican Manufacturing in 2026

Jul 12, 2026 · 7:36
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How Trade Wars Are Reshaping Global Supply Chains in 2026

Jul 11, 2026 · 6:23
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How Trade Wars Are Pushing Central Banks Into New Currency Battles

Jul 11, 2026 · 6:08
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Why Trade Wars Are Pushing Central Banks Into New Currency Battles

Jul 10, 2026 · 9:04
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How South Korea Chipmakers Are Navigating the Trade War

Jul 10, 2026 · 11:11
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How Africa Is Becoming the Next Trade War Manufacturing Hub

Jul 9, 2026 · 11:07
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How China Is Exporting Deflation Through Steel

Jul 9, 2026 · 9:49
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How Alibaba and Pinduoduo Are Reversing China E-Commerce Trade Flows

Jul 8, 2026 · 9:52
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How the Trade War Is Splitting Emerging Markets in Two

Jul 8, 2026 · 10:04
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How a Weaker Dollar Is Rewriting Trade Flows

Jul 8, 2026 · 6:49
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How Indian Pharma Became a Trade War Casualty

Jul 7, 2026 · 8:37
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How Trade Wars Are Breaking Container Shipping Into Two Markets

Jul 7, 2026 · 7:05
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How Europe Is Quietly Building Its Own Defense Supply Chain

Jul 6, 2026 · 8:50
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How Container Shipping Alliances Are Breaking Down

Jul 6, 2026 · 10:11
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How the Strong Yen Is Forcing Japan to Rethink Trade Strategy

Jul 5, 2026 · 7:18
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How Container Shipping Rates Are Fragmenting Global Trade

Jul 5, 2026 · 9:19
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How Trade Wars Are Rewiring Global Supply Chains in 2026

Jul 4, 2026 · 8:07
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How Mexico Is Reshoring Its Auto Industry Mid-2026

Jul 4, 2026 · 6:36
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How the Trade War Is Remaking the Global Coffee Market

Jul 3, 2026 · 6:24
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How Africa Is Becoming a New Trade War Battleground

Jul 3, 2026 · 6:12
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How Vietnam Is Winning the Tariff War Without Fighting

Jul 2, 2026 · 7:49
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How Foreign Automakers Are Losing China Without a Trade War

Jul 2, 2026 · 4:43
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How the USMCA Non-Renewal Reshapes North American Trade

Jul 1, 2026 · 9:15
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How Iran Is Selling Oil at a Premium Despite Sanctions

Jul 1, 2026 · 5:49
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How LNG Cargo Diversions Are Reshaping Global Energy Trade

Jul 1, 2026 · 9:09
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Why Copper Is the New Oil in Trade Wars

Jun 30, 2026 · 8:40
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How the Strong Yen Is Reshaping Japan's Export Machine

Jun 30, 2026 · 7:45
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Why Japans Export Dominance Is Cracking Under the Strong Yen

Jun 29, 2026 · 5:57
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How South Korea's Export Machine Is Hitting a Wall

Jun 29, 2026 · 7:49
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How the Strong Dollar Is Reshaping Global Trade in Mid-2026

Jun 28, 2026 · 7:54
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How the Strong Dollar Is Crushing Emerging Market Exports in 2026

Jun 28, 2026 · 7:52
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Why the Baltic Dry Index Is Flashing a Warning

Jun 27, 2026 · 7:58
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How Indian IT Services Are Winning the Tariff War

Jun 27, 2026 · 5:39
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Why Emerging Market ETFs Are Diverging Sharply in June 2026

Jun 26, 2026 · 6:36
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Why India Is Replacing China as the New Factory Floor

Jun 26, 2026 · 6:25
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How Brazil Is Gaining as a Commodity Supplier to China

Jun 25, 2026 · 6:41
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How the Yuan Depreciation Is Reshaping Trade Patterns

Jun 25, 2026 · 9:08
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How the Dollar-Yen Swing Is Squeezing Emerging Market Debt

Jun 24, 2026 · 10:18
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How South Korea's Export Machine Is Hitting a Wall

Jun 24, 2026 · 7:07
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Why Factory Job Cuts Are Spiking in June 2026

Jun 23, 2026 · 6:49
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How Thailand Is Capturing the Relocation Wave from China

Jun 23, 2026 · 6:45
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How Mexico Is Losing the Nearshoring Race to Thailand

Jun 22, 2026 · 8:20
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How China's Retaliatory Trade Curbs Are Reshaping Supply Chains

Jun 22, 2026 · 7:01
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How Vietnam Is Becoming the New China for Supply Chains

Jun 21, 2026 · 9:02
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How the Strait of Hormuz Closure Is Reshaping Oil Trade Routes

Jun 21, 2026 · 7:36
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How the Strait of Hormuz Closure Is Reshaping Oil Trade Routes

Jun 20, 2026 · 5:38
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How Thailand Is Winning the Trade Realignment in 2026

Jun 20, 2026 · 9:46
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How Apple Is Squeezed by the Memory Chip Crisis in Mid-2026

Jun 19, 2026 · 6:48
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How Container Shipping Rates Are Breaking Global Trade Patterns

Jun 19, 2026 · 7:37
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How South Korea ETFs Are Surging on Trade Realignment

Jun 18, 2026 · 8:02
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Why Foreign Borrowers Are Flocking to China's Cheap Money

Jun 18, 2026 · 10:33
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How the Euro Is Gaining Against the Dollar in June 2026

Jun 17, 2026 · 6:51
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How South Korea ETFs Are Surging on Trade Realignment

Jun 17, 2026 · 6:05
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How Taiwan Semiconductor Is Reshaping Global Supply Chains

Jun 16, 2026 · 7:05
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How a Weaker Dollar Is Reshaping Global Trade Flows

Jun 16, 2026 · 6:45
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How the Yen Carry Trade Is Unraveling in June 2026

Jun 15, 2026 · 8:19
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How France's Digital Tax Fight Could Reshape EU Trade

Jun 15, 2026 · 13:16
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How India ETFs Are Surging as China Trade Diversion Accelerates

Jun 14, 2026 · 8:42
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How SpaceX IPO Is Reshaping Trade Finance

Jun 14, 2026 · 8:55
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How Emerging Market ETFs Are Surging in Mid-2026

Jun 13, 2026 · 6:30
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How Trade Confusion Is Spiking the VIX to 35 in Mid-2026

Jun 13, 2026 · 8:06
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How SpaceX IPO Reshapes Global Trade and Supply Chains

Jun 12, 2026 · 8:29
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How the Iran Deal Hopes Are Reshaping Global Trade Flows

Jun 12, 2026 · 7:02
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How Mexican Exports Are Booming Despite the Strong Dollar

Jun 12, 2026 · 8:59
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How the Strong Dollar Is Hurting Emerging Market Exports

Jun 11, 2026 · 6:40
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How the Strong Dollar Is Reshaping Global Trade in June 2026

Jun 11, 2026 · 6:59
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How the Strong Dollar Is Reshaping US Trade Balance in 2026

Jun 10, 2026 · 7:22
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How Chinas May PPI Jump Reshapes Trade War Dynamics

Jun 10, 2026 · 7:56
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How Southeast Asian Exports Are Getting Squeezed by the Strong Dollar

Jun 9, 2026 · 8:38
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China's Export Surge and What It Means for Global Trade

Jun 9, 2026 · 8:08
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How Chokepoint 36 Is Reshaping Global Shipping

Jun 8, 2026 · 6:01
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Why Foreign Investors Are Fleeing South Korean Stocks

Jun 8, 2026 · 9:39
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How the Iran Conflict Is Reshaping Oil Trade Routes

Jun 7, 2026 · 9:02
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Why South Korea ETFs Are Crashing and What It Means for Global Trade

Jun 7, 2026 · 7:43
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Why South Korea ETFs Are Crashing in June 2026

Jun 6, 2026 · 6:51
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Why Taiwan Semiconductor Exports Are Winning the Trade War

Jun 6, 2026 · 9:37
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How the Strong Dollar Is Crushing South Korea ETFs

Jun 5, 2026 · 7:56
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How the US Trade Deficit Hit a New Record in 2026

Jun 5, 2026 · 8:40
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How Cargo Ships Are Reshaping Global Trade Routes

Jun 4, 2026 · 9:14
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How Rerouting Supply Chains Is Reshaping Global Trade Routes

Jun 4, 2026 · 7:30
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How India's Trade Tariffs Are Reshaping Pharma Supply Chains

Jun 3, 2026 · 8:35
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The New Tariff Wave Targeting 60 Economies

Jun 3, 2026 · 9:12
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How Vietnam Is Becoming the New Trade Battleground

Jun 2, 2026 · 8:12
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Why Brazil Trade Tariffs Are Spiking in June 2026

Jun 2, 2026 · 7:40
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How Currency Hedging Is Making or Breaking Global Trade

Jun 1, 2026 · 11:18
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How the Strong Dollar Is Reshaping Global Trade in June 2026

Jun 1, 2026 · 8:06
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How the Strong Dollar Is Crushing Emerging Market Exporters

May 31, 2026 · 5:53
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How the Strong Dollar Is Reshaping Global Trade in May 2026

May 31, 2026 · 7:25
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Why Korea and Taiwan ETFs Outperform as Dollar Weakens

May 30, 2026 · 10:15
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The Peso Trade That Beat Strong Dollar in 2026

May 30, 2026 · 4:58
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How South Korea ETFs Are Crushing China in May 2026

May 29, 2026 · 7:16
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Why Mexicos Peso Is Winning Against a Strong Dollar in 2026

May 29, 2026 · 9:30
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Why South Korea ETFs Are Surging While Brazil Slumps in May 2026

May 28, 2026 · 10:14
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South Korea and Taiwan ETFs Surge While China ETFs Slide

May 28, 2026 · 7:47
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How Taiwan and Korea Are Splitting from Emerging Markets

May 27, 2026 · 6:50
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The South Korea Chip Export Machine That Is Reshaping Trade

May 27, 2026 · 10:48
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Why South Korean Stocks Are Soaring in 2026

May 26, 2026 · 8:05
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Why Taiwan Semiconductors Dominate Despite China Tensions

May 26, 2026 · 8:39
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Why Taiwan and South Korea Are Beating China in Trade

May 25, 2026 · 7:57
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The Dollar Is Killing Exporters in Emerging Asia

May 25, 2026 · 8:40
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How Southeast Asian Economies Are Winning Without China

May 24, 2026 · 8:56
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The Strait of Hormuz Trade Risk America Faces in 2026

May 24, 2026 · 8:50
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Taiwan Semiconductor Exports Surge While China Slows

May 23, 2026 · 8:46
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The India Manufacturing Playbook That Is Beating China

May 23, 2026 · 9:06
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The Yen Is at 158 And Exporters Are Thriving

May 22, 2026 · 6:45
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Why Emerging Market ETFs Are Diverging in 2026

May 22, 2026 · 6:35
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Why Trade Is Booming in South Korea and Taiwan While China Slows

May 21, 2026 · 7:45
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Emerging Markets Are Splitting in Two and Trade Is the Reason

May 21, 2026 · 8:49
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The 30-Year Treasury Just Broke 5 Percent What That Means for Trade

May 19, 2026 · 5:56
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