{"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 Emerging Market ETFs Are Surging in Mid-2026","slug":"how-emerging-market-etfs-are-surging-in-mid-2026","published_at":"2026-06-13T18:54:22+00:00","page_url":"https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-emerging-market-etfs-are-surging-in-mid-2026","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-0050.mp3","audio_url":"https://audio.fexingo.com/business/trade-and-tariffs/episode-0050.mp3","summary":"Episode 50 of Trade and Tariffs with Fexingo explores the surprising rally in emerging market ETFs, with EEM up 3.2% and EWZ jumping 4.2% in the last five days. Lucas and Luna break down what's driving the turnaround: the dollar's slight dip from its peak, China's stimulus hopes, and the Iran deal optimism that's lifting risk appetite. They also look at the laggards—like Vietnam—and ask whether this rally has legs or is just a sugar rush. A concrete look at the numbers and narratives behind the EM rebound in June 2026. #EmergingMarkets #ETFs #TradeAndTariffs #FexingoBusiness #BusinessPodcast #EEM #EWZ #StrongDollar #IranDeal #ChinaStimulus #GlobalTrade #June2026 #LucasAndLuna #Economics #Investment #MarketRally #RiskOn #Currency Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Episode 50 of Trade and Tariffs with Fexingo explores the surprising rally in emerging market ETFs, with EEM up 3.2% and EWZ jumping 4.2% in the last five…","key_points":[],"chapters":[],"topics":[],"duration_seconds":390,"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-emerging-market-etfs-are-surging-in-mid-2026/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-emerging-market-etfs-are-surging-in-mid-2026.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}