Episode
How Chinese Factory Glut Is Reshaping Global Trade
- Published
- Jul 14, 2026
- Duration seconds
- 522
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/episodes/how-chinese-factory-glut-is-reshaping-global-trade/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-chinese-factory-glut-is-reshaping-global-trade.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
Episode 113 of Trade and Tariffs with Fexingo. Lucas and Luna examine how China's massive overcapacity in factories and exports is driving deflation and reshaping trade flows. With China's June exports rising at the fastest pace since 2021 — driven by AI boom and tariff rush — they break down the implications for global supply chains, emerging markets, and the trade-weighted dollar. They discuss how the FXI index rose 2.9% in a week while other emerging markets lagged, and whether the U.S. trade deficit widening to $77.6 billion is a symptom of this imbalance. A focused look at one structural force: China's industrial glut. #ChinaExports #TradeWar #SupplyChains #Deflation #Overcapacity #AI #Tariffs #FXI #EmergingMarkets #TradeBalance #GlobalTrade #Dollar #Manufacturing #ExportDumping #Economics #FexingoBusiness #BusinessPodcast #TradeAndTariffs Keep every episode free: buymeacoffee.com/fexingo