Episode
How a Weaker Dollar Is Rewriting Trade Flows
- Published
- Jul 8, 2026
- Duration seconds
- 409
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Summary
Episode 100 of Trade and Tariffs with Fexingo: the US dollar has started to slip from its peak, and that quiet shift is reshaping trade flows in unexpected ways. Lucas and Luna break down the numbers — the dollar index down to 120.7, the yen strengthening past 161 per dollar — and look at real-world effects: South Korea's KOSPI and export stocks are getting hammered (the EWY ETF dropped 10.2% in five days), while China's yuan stability is giving Beijing breathing room. They also discuss the broader implication: a weaker dollar typically boosts emerging markets, but this time tariff layers and supply chain fragmentation are muting the response. Specific data, clear cause-and-effect, no hot takes. #US Dollar #TradeFlows #EmergingMarkets #SouthKorea #China #Yuan #Yen #CurrencyWars #ExportCompetitiveness #EWY #FXI #EEM #Fed #TradeWar #GlobalTrade #FexingoBusiness #BusinessPodcast #Economics Keep every episode free: buymeacoffee.com/fexingo