# How a Weaker Dollar Is Reshaping Global Trade Flows

Page: https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-a-weaker-dollar-is-reshaping-global-trade-flows
Text version: https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-a-weaker-dollar-is-reshaping-global-trade-flows.md
Podcast: [Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709)
Published: 2026-06-16T05:42:06+00:00
Episode link: https://audio.fexingo.com/business/trade-and-tariffs/episode-0055.mp3
Audio file: https://audio.fexingo.com/business/trade-and-tariffs/episode-0055.mp3
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JSON: https://stenobird.com/v1/public/podcasts/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/episodes/how-a-weaker-dollar-is-reshaping-global-trade-flows
Duration seconds: 405

## Resource

The US dollar index has slipped from 120 to 119.5 in early June 2026, a small move with big consequences for global trade. Lucas and Luna unpack how a weaker dollar is boosting emerging-market currencies, making US exports more competitive, and shifting the trade balance. They look at specific ETFs like EWY (South Korea) up 14.9% in five days, and EEM (emerging markets) showing strength. The episode also touches on the Bank of Japan's rate hike to 1% and what that means for the yen carry trade. They explore whether the dollar's decline is a short-term blip or the start of a longer trend. No ads — listener-supported at buymeacoffee.com/fexingo. #DollarIndex #USDTrade #GlobalTrade #EmergingMarkets #EWY #EEM #BankOfJapan #YenCarryTrade #TradeBalance #USExports #Forex #CurrencyWar #FexingoBusiness #Economics #BusinessPodcast #TradeFlows #MacroEconomics #June2026 Keep every episode free: buymeacoffee.com/fexingo

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## Transcript

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