{"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":"How a Weaker Dollar Is Rewriting Trade Flows","slug":"how-a-weaker-dollar-is-rewriting-trade-flows","published_at":"2026-07-08T05:51:28+00:00","page_url":"https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-a-weaker-dollar-is-rewriting-trade-flows","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-0100.mp3","audio_url":"https://audio.fexingo.com/business/trade-and-tariffs/episode-0100.mp3","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","meta_description":"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 unexpecte…","key_points":[],"chapters":[],"topics":[],"duration_seconds":409,"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/how-a-weaker-dollar-is-rewriting-trade-flows/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/how-a-weaker-dollar-is-rewriting-trade-flows.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}