{"podcast":{"title":"Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains","slug":"trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709","podcast_index_feed_id":7871709,"rss_url":"https://feeds.fexingo.com/business/trade-and-tariffs.xml","website_url":"https://www.fexingo.com/","image_url":"https://audio.fexingo.com/business/trade-and-tariffs/cover.png","author":"Fexingo","episode_count":121,"summary":"Lucas and Luna dissect the mechanics of international trade — from tariff structures and trade-war escalation to the real-time reconfiguration of global supply chains. Each episode opens with a specific data point: a new WTO ruling, a sudden tariff hike on semiconductors, a shipping-cost spike out of the Red Sea. Lucas, a former trade journalist, walks Luna through the legal and economic logic behind the headline; Luna, a supply-chain analyst, pushes back with on-the-ground logistics data from Port of Shanghai container indices and factory PMIs. Together they trace how a 25% steel tariff in Washington reshapes auto-assembly plants in Mexico, how export controls on Dutch lithography machines stall China's chip ambitions, and how the USMCA's rules of origin are quietly redrawing North American investment flows. The show avoids both jingoistic cheerleading and academic detachment — it's for the procurement director who needs to know whether to hedge yuan exposure, the policy wonk tracking Section 301 exclusions, and the investor recalibrating country-risk models. Every episode ends not with a verdict but with a tension: if the EU slaps digital-services taxes on US tech giants, does t…","last_synced_at":"2026-07-18T12:20:17.875958+00:00","page_url":"https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709"},"episode":{"title":"China's Export Surge and What It Means for Global Trade","slug":"china-s-export-surge-and-what-it-means-for-global-trade","published_at":"2026-06-09T05:41:27+00:00","page_url":"https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/china-s-export-surge-and-what-it-means-for-global-trade","show_page_url":"https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709","url":"https://audio.fexingo.com/business/trade-and-tariffs/episode-0040.mp3","audio_url":"https://audio.fexingo.com/business/trade-and-tariffs/episode-0040.mp3","summary":"In this episode of Trade and Tariffs, Lucas and Luna dive into the surprising 35% year-over-year jump in China's May shipments to the U.S., hitting a five-year high. They explore how a strong dollar, tariff loopholes, and rerouted supply chains are fueling this growth, despite ongoing trade tensions. The hosts break down the numbers: China's overall exports jumped 35% in May, the trade-weighted dollar index sits at 120.1, and emerging market ETFs like EEM have dropped 7.1% in five days. They discuss whether this surge is sustainable or a last-minute rush before new tariffs hit. Specific focus on the role of Southeast Asian transshipment hubs and the impact on the U.S. trade deficit, which widened to $60.3 billion in March. A must-listen for anyone tracking global commerce in a protectionist era. #ChinaExports #USTradeDeficit #Tariffs #TradeWar #StrongDollar #EmergingMarkets #SupplyChain #EEM #GlobalTrade #MayTradeData #Commerce #Economics #FexingoBusiness #BusinessPodcast #TradeAndTariffs #EconomicIndicators #DollarIndex #Transshipment Keep every episode free: buymeacoffee.com/fexingo","meta_description":"In this episode of Trade and Tariffs, Lucas and Luna dive into the surprising 35% year-over-year jump in China's May shipments to the U.S., hitting a five…","key_points":[],"chapters":[],"topics":[],"duration_seconds":488,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/episodes/china-s-export-surge-and-what-it-means-for-global-trade/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/china-s-export-surge-and-what-it-means-for-global-trade.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}