Geopolitics and Markets with Fexingo: Wars, Sanctions, and Economic Consequences

Geopolitics and Markets with Fexingo: Wars, Sanctions, and Economic Consequences podcast cover
Fexingo Economics

Geopolitics and Markets with Fexingo: Wars, Sanctions, and Economic Consequences

Every week, Lucas and Luna track how geopolitical shocks — wars, sanctions, export controls, tariffs — actually move markets and reshape economic policy. Lucas anchors each episode in real-time data: yield curve shifts, currency volatility, commodity price spikes, and sector-level index moves from the past 48 hours. Luna pushes him to explain the mechanism: why a semiconductor export ban in one region cascades into inflation forecasts in another, or how an oil embargo changes central-bank rate paths months before the official statement. Together they dissect one major story per episode — the Russia-Ukraine energy war, the US-China chip war, the new sanctions regime on Iran, the economic consequences of NATO expansion — and always tie it back to the numbers. This is not punditry or opinion theatre. It is two journalists reading the same public data you can see and showing you what it means. The listener is someone who already follows global affairs but needs a calibrated, data-driven second opinion before making their own investment or business decisions by Friday. Lucas brings the macro framework; Luna brings the on-the-ground human cost and the policy timeline. By the end, you will know what the market has priced in, what it has not, and which piece of news tomorrow could crack the whole story open.

#Geopolitics#Markets#Sanctions#Wars#EconomicConsequences#FederalReserve#Inflation#Commodities#SupplyChain#ExportControls#MacroEconomics#GlobalTrade#OilPrices#SemiconductorIndustry#Business#FexingoBusiness#BusinessPodcast#Economics

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Episodes

144 episodes

How the Strong Dollar Is Backfiring on American Exporters

Aug 1, 2026 · 10:34
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How the Widening US Trade Deficit Fuels Geopolitical Risks

Jul 30, 2026 · 8:45
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Inside the US-Iran Strike and the Oil Price Surge

Jul 30, 2026 · 6:28
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How a Divided Fed Is Reshaping Geopolitical Risk

Jul 29, 2026 · 6:52
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How the Iran Ceasefire Collapse Is Upending Oil Markets Again

Jul 29, 2026 · 5:24
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The Strategic Petroleum Reserve's Aging Crisis

Jul 28, 2026 · 8:52
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How Hormuz Talks Are Driving Oil Prices Down

Jul 28, 2026 · 6:28
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How the US-Iran Ceasefire Is Driving Oil Down

Jul 27, 2026 · 9:17
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How China's CXMT IPO Is Reshaping the Chip War

Jul 27, 2026 · 9:21
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How the Ukraine-Iran Caspian Clash Is Reshaping Energy Routes

Jul 26, 2026 · 5:34
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Why Oil Is Surging as the Dollar Stays Strong

Jul 26, 2026 · 7:00
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The Tariff Lawsuit That's Shaking Global Trade

Jul 25, 2026 · 5:57
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Why Gold Is Outpacing Oil as a Geopolitical Hedge

Jul 24, 2026 · 6:19
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How Oil at One Hundred Dollars Reshapes Global Power

Jul 23, 2026 · 8:33
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How Oil Tanker Insurance Is Reshaping Global Trade

Jul 23, 2026 · 7:42
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Why Lithium Nations Are Nationalizing in 2026

Jul 23, 2026 · 11:01
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How Houthi Red Sea Attacks Are Reshaping Global Shipping Routes

Jul 22, 2026 · 7:37
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How the Strong Dollar Is Forcing Emerging Market Defaults

Jul 22, 2026 · 6:16
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How Tariff Threats Are Reshaping Supply Chains in 2026

Jul 21, 2026 · 9:07
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How Gold Hit Four Thousand as the Dollar Stays Strong

Jul 21, 2026 · 7:42
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How Dollar Strength Is Reshaping Global Commodity Trade

Jul 20, 2026 · 8:20
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How the Strong Dollar Is Forcing Emerging Market Defaults

Jul 20, 2026 · 7:45
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How the Strong Dollar Forces Poor Nations to Default

Jul 19, 2026 · 8:27
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How the Strong Dollar Is Reshaping Global Food Prices

Jul 19, 2026 · 6:29
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How the Strong Dollar Is Reshaping Global Food Prices

Jul 18, 2026 · 6:22
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How Container Shipping Is Rewriting the Map of Global Trade

Jul 18, 2026 · 7:18
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How Iran's Strait of Hormuz Attacks Are Reshaping Tanker Insurance

Jul 17, 2026 · 10:09
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How Dollar Dominance Shapes Strait of Hormuz Tolls

Jul 17, 2026 · 11:36
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How the Strong Dollar Is Reshaping Global Food Prices

Jul 16, 2026 · 10:10
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How US Tariffs on Brazil Reshape Global Trade

Jul 16, 2026 · 9:57
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How the Strong Dollar Is Reshaping Global Commodity Trade

Jul 15, 2026 · 5:19
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How Naval Blockades Reshape Global Oil Markets

Jul 15, 2026 · 7:22
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How the Strong Dollar Is Reshaping US Trade Deficits

Jul 14, 2026 · 8:04
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How China Export Surge Reshapes Global Trade Routes

Jul 14, 2026 · 7:12
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How the Strait of Hormuz Toll Threatens Global Oil Flows

Jul 13, 2026 · 8:30
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How airstrikes near the Strait of Hormuz reshape oil flows

Jul 13, 2026 · 7:39
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How the Strait of Hormuz Airstrikes Shift Oil Markets

Jul 12, 2026 · 8:05
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How the Strait of Hormuz Airstrikes Shift Oil Markets

Jul 12, 2026 · 8:22
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How US Trade Deficit Hits New High Despite Dollar Dip

Jul 11, 2026 · 6:56
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How the Strong Dollar Is Reshaping US Trade Deficits

Jul 11, 2026 · 7:12
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How Oil Prices Reshape US Trade Policy

Jul 10, 2026 · 9:05
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How the China-Europe Trade War Is Reshaping Global Supply Chains

Jul 10, 2026 · 9:37
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How Oil Price Spikes Reshape Sanctions Policy

Jul 9, 2026 · 8:34
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How Oil Price Surges Are Reshaping Sanctions Policy

Jul 9, 2026 · 6:59
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How Oil Spikes Reshape Central Bank Policy Decisions

Jul 8, 2026 · 8:00
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How the Strong Dollar Is Reshaping Global Oil Refining

Jul 8, 2026 · 7:09
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How a Strong Dollar Is Reshaping Global Oil Refining

Jul 7, 2026 · 7:53
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Why the Strong Dollar Is Reshaping Global Energy Trade Routes

Jul 7, 2026 · 7:56
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How the Strong Dollar Is Reshaping Global Tourism

Jul 6, 2026 · 5:37
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How NATO 3.0 Defense Spending Reshapes Global Trade

Jul 6, 2026 · 10:54
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How the Strong Dollar Is Reshaping Global AI Infrastructure Spending

Jul 5, 2026 · 9:00
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How the Strong Dollar Is Reshaping US Agricultural Exports

Jul 5, 2026 · 8:05
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Why the Strong Dollar Is Gutting US Soybean Exports

Jul 4, 2026 · 7:28
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How the Dollar Rally Is Gutting US Soybean Exports

Jul 4, 2026 · 8:43
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How a Trade Dispute With Canada Is Driving US Inflation Data

Jul 3, 2026 · 7:28
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How Venezuela Quake Worsens an Already Fragile Economy

Jul 3, 2026 · 10:18
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How a Strong Dollar Is Reshaping Global Trade Imbalances

Jul 2, 2026 · 8:48
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Why the Strong Dollar Is Reshaping Global Chip Trade

Jul 2, 2026 · 8:04
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Why the US Trade Deficit Shrank Despite a Strong Dollar

Jul 1, 2026 · 7:27
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How Iran's Premium Oil Sales Reshape Sanctions Policy

Jul 1, 2026 · 10:39
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How the Strong Dollar Is Reshaping Global Bond Markets

Jun 30, 2026 · 9:08
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How the Strong Dollar Is Reshaping Japan's Car Industry

Jun 30, 2026 · 5:19
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How the Strong Dollar Is Rewriting Global Investment Flows

Jun 29, 2026 · 7:54
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How the Strong Dollar Is Reshaping the US Trade Deficit

Jun 29, 2026 · 8:30
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How the Strong Dollar Is Reshaping the US Trade Deficit

Jun 28, 2026 · 6:19
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Why the Strong Dollar Is Crushing Oil Despite Hormuz Attacks

Jun 28, 2026 · 7:46
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How the Strong Dollar Is Crushing Emerging Market Currencies

Jun 27, 2026 · 9:02
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The Dollar At 120 Is Reshaping Global Trade Flows

Jun 27, 2026 · 8:49
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Why Silver Crashed While Gold Held Steady

Jun 26, 2026 · 6:46
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The Selloff in Gold Stocks and What It Tells Us

Jun 26, 2026 · 7:14
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Why the Dollar Rally Is Crushing Gold and Commodities

Jun 25, 2026 · 6:35
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Why Gold Is Falling While the Dollar Surges in 2026

Jun 25, 2026 · 7:38
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Why the Dollar Hit 120 and What It Means for Markets

Jun 24, 2026 · 7:07
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The Trade Weighted Dollar Hits 120 What It Means for Markets

Jun 24, 2026 · 6:48
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The Factory Job Cuts Alarm That S&P Just Rang

Jun 23, 2026 · 7:36
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How Central Banks Are Rethinking Gold Reserves in 2026

Jun 23, 2026 · 8:20
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Why Emerging Markets Are Buying Gold Not Dollars

Jun 22, 2026 · 8:37
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Why Energy ETFs Are Crashing While Oil Holds Steady

Jun 22, 2026 · 7:37
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Why Gold Miners Are Outperforming Bullion in 2026

Jun 21, 2026 · 8:57
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How the Hormuz Closure Reshapes Asian Refining Margins

Jun 21, 2026 · 7:28
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How the Strait of Hormuz Closure Reshapes Oil Markets

Jun 20, 2026 · 8:41
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The Tanker Traffic Surge After the Hormuz Deal

Jun 20, 2026 · 7:55
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How the Dollar Index Drop Is Reshaping Global Trade

Jun 19, 2026 · 6:45
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How Japans Yen Crisis Reshapes Carry Trades and Currency Markets

Jun 19, 2026 · 8:27
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How the US Navy End Blockade Reshapes Iran Oil Markets

Jun 18, 2026 · 8:34
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How the Iran Deal Reshapes Oil Markets and Investing

Jun 18, 2026 · 9:35
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Why Gold Stocks Are Outperforming Bullion in 2026

Jun 17, 2026 · 7:57
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Three Iranian Tankers Test the Hormuz Blockade

Jun 17, 2026 · 9:25
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Why Gold Is Surging While Oil Craters

Jun 16, 2026 · 7:17
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How Japans Rate Hike Reshapes Carry Trade Dynamics

Jun 16, 2026 · 7:48
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Why Petrostates Are Buying Gold Instead of Dollars

Jun 15, 2026 · 11:27
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How the Iran Deal Reshapes Oil Markets and Petrostates

Jun 15, 2026 · 6:36
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How the Strong Dollar Is Crushing Emerging Market Debt

Jun 14, 2026 · 10:26
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How the Strong Dollar Is Reshaping Global Trade in 2026

Jun 14, 2026 · 7:07
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Why Petrostates Are Losing Their Pricing Power

Jun 13, 2026 · 10:55
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Why Petrostates Are Selling Oil Below Cost

Jun 13, 2026 · 8:03
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Why the US Dollar Is Strong Despite Trade Deficits

Jun 12, 2026 · 5:58
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Oil at 83 Dollars What the Iran Deal Means for Markets

Jun 12, 2026 · 7:21
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How SpaceX IPO Reshapes Geopolitical Risk Investing

Jun 12, 2026 · 9:43
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Why the Dollar Is Rising Despite Rate Cuts

Jun 11, 2026 · 7:38
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Why Gold Is Falling Despite Iran Tensions

Jun 11, 2026 · 6:23
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How Trade Deficits and Oil Prices Reshape Petrostates

Jun 10, 2026 · 7:25
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How Oil Price Swings Reshape Petrostate Economies

Jun 10, 2026 · 7:27
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How Falling Oil Prices Are Reshaping Geopolitical Alliances

Jun 9, 2026 · 9:10
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How Chinas Export Surge Is Reshaping Global Trade in 2026

Jun 9, 2026 · 6:27
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How Copper Export Bans Reshape Supply Chains

Jun 8, 2026 · 4:51
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South Korea Foreign Investors Flee Despite Record Rally

Jun 8, 2026 · 8:50
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Why the Dollar Weakness Is Not Helping US Exports

Jun 7, 2026 · 6:43
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How Chinese EVs Are Redrawing Automotive Trade Maps

Jun 7, 2026 · 9:22
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Why Semiconductor Export Controls Are Reshaping Chip Alliances

Jun 6, 2026 · 8:15
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What SpaceX's IPO Means for Geopolitical Risk

Jun 6, 2026 · 7:49
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Why Gold Is Falling Despite Iran Tensions

Jun 5, 2026 · 6:50
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How Copper Export Bans Are Reshaping Global Supply Chains

Jun 5, 2026 · 8:01
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Why Private Asset Withdrawals Signal Broader Market Risks

Jun 4, 2026 · 7:38
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How Copper Became a Geopolitical Flashpoint

Jun 4, 2026 · 7:56
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Trade Deficits Are Falling Here Is What Changed

Jun 3, 2026 · 7:51
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The US Trade Deficit Hits A New Record Here Is What You Need To Know

Jun 3, 2026 · 9:06
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Why the Trade Deficit Is Growing Despite a Weaker Dollar

Jun 2, 2026 · 7:43
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The Yen at 159 Why Japans Export Machine Is Eating Its Economy

Jun 2, 2026 · 8:03
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What the Falling Dollar Means for Global Trade Reshuffling

Jun 1, 2026 · 6:34
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How the Falling Yen Is Reshaping Japan's Export Machine

Jun 1, 2026 · 7:38
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How the Dollar Index Drop Is Reshaping Global Trade

May 31, 2026 · 8:12
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The Post-War Strait of Hormuz Insurance Crisis

May 31, 2026 · 6:44
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The Post-War Strait of Hormuz Insurance Crisis

May 30, 2026 · 9:12
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The Dollar Index Is Falling and That Changes Everything

May 30, 2026 · 6:22
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Why Gold Is Hitting New Highs Amid Iran Tensions

May 29, 2026 · 7:18
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How Iran Missile News Is Breaking Oil Markets

May 29, 2026 · 5:38
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How the Strong Dollar Is Reshaping Global Trade

May 28, 2026 · 6:23
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How the Strong Dollar Is Straining Emerging Market Central Banks

May 28, 2026 · 9:18
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Oil Prices Plummet as Iran Talks Reshape Geopolitics

May 27, 2026 · 6:57
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How AI Chip Demand Is Reshaping Geopolitical Alliances

May 27, 2026 · 8:24
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The Strong Dollar Is Breaking Import-Dependent Economies

May 26, 2026 · 8:34
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The Strait of Hormuz and the Insurance Crisis

May 26, 2026 · 7:36
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How Oil Price Collapse Reshapes Geopolitical Alliances

May 25, 2026 · 7:23
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How the Strong Dollar Is Reshaping Global Trade

May 25, 2026 · 8:00
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The Strong Dollar Is Upending Global Supply Chains

May 24, 2026 · 9:40
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The Falling Oil Price and a Possible Iran Deal

May 24, 2026 · 8:48
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How US Dollar Strength Is Reshaping Global Trade

May 23, 2026 · 7:13
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How the Strong Dollar Is Crushing Emerging Market Debt

May 23, 2026 · 10:57
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China's Yuan Carry Trade Is Unraveling Fast

May 22, 2026 · 7:11
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The Cuba Situation and the Pre-Conflict Playbook

May 22, 2026 · 10:23
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Why the Strong Dollar Is Crushing Emerging Markets

May 21, 2026 · 4:40
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How Huawei Is Winning China's AI Chip Market From Nvidia

May 21, 2026 · 7:34
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Oil Spikes Seven Percent as Sanctions Tighten

May 19, 2026 · 6:27
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