# How Emerging Market ETFs Are Surging in Mid-2026

Page: https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-emerging-market-etfs-are-surging-in-mid-2026
Text version: https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-emerging-market-etfs-are-surging-in-mid-2026.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: 2026-06-13T18:54:22+00:00
Episode link: https://audio.fexingo.com/business/trade-and-tariffs/episode-0050.mp3
Audio file: https://audio.fexingo.com/business/trade-and-tariffs/episode-0050.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-emerging-market-etfs-are-surging-in-mid-2026
Duration seconds: 390

## Resource

Episode 50 of Trade and Tariffs with Fexingo explores the surprising rally in emerging market ETFs, with EEM up 3.2% and EWZ jumping 4.2% in the last five days. Lucas and Luna break down what's driving the turnaround: the dollar's slight dip from its peak, China's stimulus hopes, and the Iran deal optimism that's lifting risk appetite. They also look at the laggards—like Vietnam—and ask whether this rally has legs or is just a sugar rush. A concrete look at the numbers and narratives behind the EM rebound in June 2026. #EmergingMarkets #ETFs #TradeAndTariffs #FexingoBusiness #BusinessPodcast #EEM #EWZ #StrongDollar #IranDeal #ChinaStimulus #GlobalTrade #June2026 #LucasAndLuna #Economics #Investment #MarketRally #RiskOn #Currency Keep every episode free: buymeacoffee.com/fexingo

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## Transcript

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