{"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 Chinese Factory Glut Is Reshaping Global Trade","slug":"how-chinese-factory-glut-is-reshaping-global-trade","published_at":"2026-07-14T05:48:28+00:00","page_url":"https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-chinese-factory-glut-is-reshaping-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-0113.mp3","audio_url":"https://audio.fexingo.com/business/trade-and-tariffs/episode-0113.mp3","summary":"Episode 113 of Trade and Tariffs with Fexingo. Lucas and Luna examine how China's massive overcapacity in factories and exports is driving deflation and reshaping trade flows. With China's June exports rising at the fastest pace since 2021 — driven by AI boom and tariff rush — they break down the implications for global supply chains, emerging markets, and the trade-weighted dollar. They discuss how the FXI index rose 2.9% in a week while other emerging markets lagged, and whether the U.S. trade deficit widening to $77.6 billion is a symptom of this imbalance. A focused look at one structural force: China's industrial glut. #ChinaExports #TradeWar #SupplyChains #Deflation #Overcapacity #AI #Tariffs #FXI #EmergingMarkets #TradeBalance #GlobalTrade #Dollar #Manufacturing #ExportDumping #Economics #FexingoBusiness #BusinessPodcast #TradeAndTariffs Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Episode 113 of Trade and Tariffs with Fexingo. Lucas and Luna examine how China's massive overcapacity in factories and exports is driving deflation and r…","key_points":[],"chapters":[],"topics":[],"duration_seconds":522,"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-chinese-factory-glut-is-reshaping-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/how-chinese-factory-glut-is-reshaping-global-trade.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}