{"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 India ETFs Are Surging as China Trade Diversion Accelerates","slug":"how-india-etfs-are-surging-as-china-trade-diversion-accelerates","published_at":"2026-06-14T17:49:24+00:00","page_url":"https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-india-etfs-are-surging-as-china-trade-diversion-accelerates","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-0052.mp3","audio_url":"https://audio.fexingo.com/business/trade-and-tariffs/episode-0052.mp3","summary":"Episode 52 of Trade and Tariffs with Fexingo. Lucas and Luna examine why India-focused ETFs like INDA and EWY have surged in June 2026, even as the strong dollar pressures emerging markets. They trace the flow: Western companies diversifying supply chains away from China, India's manufacturing PMI hitting a 16-year high, and how tariff uncertainty is accelerating the 'China-plus-one' strategy. The hosts also discuss why South Korean ETFs (EWY) are up over 6% in five days despite prior weakness, and whether the India rally has legs. Specific numbers: INDA up 2.4% in 5 days, EWY up 6.4%, and the trade-weighted dollar at 120.1. No fluff—just the trade flows reshaping global manufacturing. #India #ETFs #INDA #EWY #TradeDiversification #ChinaPlusOne #SupplyChain #StrongDollar #Manufacturing #EmergingMarkets #FexingoBusiness #BusinessPodcast #Economics #Trade #GlobalTrade #Tariffs #June2026 #MarketSurging Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Episode 52 of Trade and Tariffs with Fexingo. Lucas and Luna examine why India-focused ETFs like INDA and EWY have surged in June 2026, even as the strong…","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-india-etfs-are-surging-as-china-trade-diversion-accelerates/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-india-etfs-are-surging-as-china-trade-diversion-accelerates.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}