# How Southeast Asian Exports Are Getting Squeezed by the Strong Dollar Page: https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-southeast-asian-exports-are-getting-squeezed-by-the-strong-dollar Text version: https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-southeast-asian-exports-are-getting-squeezed-by-the-strong-dollar.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: 2026-06-09T17:49:46+00:00 Episode link: https://audio.fexingo.com/business/trade-and-tariffs/episode-0041.mp3 Audio file: https://audio.fexingo.com/business/trade-and-tariffs/episode-0041.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/episodes/how-southeast-asian-exports-are-getting-squeezed-by-the-strong-dollar Duration seconds: 518 ## Resource In this episode of Trade and Tariffs with Fexingo, Lucas and Luna zoom in on a surprising casualty of the strong US dollar: Southeast Asian exporters. While much of the trade-war attention has been on China and South Korea, countries like Thailand, Malaysia, and Indonesia are getting crushed as their currencies slide and foreign demand falters. Lucas unpacks the data: the Thai baht is down 8% year-to-date, and Thailand's export-dependent sectors are feeling the pain. They discuss the Taiwan Strait risk premium, the 'boiling frog' problem for central banks, and why the EWT Thailand ETF has dropped 7% in five days. This is a sharp, grounded look at how a strong dollar isn't just a US story—it's reshaping supply chains and investment flows across Southeast Asia. #StrongDollar #SoutheastAsia #Thailand #Malaysia #Indonesia #CurrencyCrisis #ExportSqueeze #TradeWar #CentralBanks #EWT #EEM #EmergingMarkets #SupplyChains #BoilingFrog #TradeAndTariffs #FexingoBusiness #Economics #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/episodes/how-southeast-asian-exports-are-getting-squeezed-by-the-strong-dollar/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-southeast-asian-exports-are-getting-squeezed-by-the-strong-dollar.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.