{"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 China Is Exporting Deflation Through Steel","slug":"how-china-is-exporting-deflation-through-steel","published_at":"2026-07-09T05:51:28+00:00","page_url":"https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-china-is-exporting-deflation-through-steel","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-0103.mp3","audio_url":"https://audio.fexingo.com/business/trade-and-tariffs/episode-0103.mp3","summary":"Episode 103 of Trade and Tariffs with Fexingo: Lucas and Luna drill into a quiet but consequential trade story—how China's steel exports hit a new record in the first half of 2026, pushing deflation into global markets. They unpack the mechanism: weak domestic demand, a stable yuan, and massive state-subsidized overcapacity. They tie it to the producer price data out of China this week—PPI up near a four-year high on commodity inputs, yet consumer inflation remains near zero. They discuss the ripple effects: anti-dumping tariffs from the EU and India, the tug-of-war between green steel mandates and cheap Chinese supply, and what it means for the global price level. Then they step back to ask whether this is a temporary venting or a structural shift that keeps global inflation lower for longer—and how central banks should read the signal. #ChinaSteel #ExportDeflation #TradeWar #SteelOvercapacity #GlobalTrade #ChinaEconomy #SteelTariffs #ProducerPrices #ConsumerPrices #AntiDumping #GreenSteel #IndustrialPolicy #SupplyChain #Beijing #Economics #FexingoBusiness #BusinessPodcast #TradeAndTariffs Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Episode 103 of Trade and Tariffs with Fexingo: Lucas and Luna drill into a quiet but consequential trade story—how China's steel exports hit a new record…","key_points":[],"chapters":[],"topics":[],"duration_seconds":589,"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-china-is-exporting-deflation-through-steel/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-china-is-exporting-deflation-through-steel.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}