{"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 Southeast Asian Exports Are Getting Squeezed by the Strong Dollar","slug":"how-southeast-asian-exports-are-getting-squeezed-by-the-strong-dollar","published_at":"2026-06-09T17:49:46+00:00","page_url":"https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-southeast-asian-exports-are-getting-squeezed-by-the-strong-dollar","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-0041.mp3","audio_url":"https://audio.fexingo.com/business/trade-and-tariffs/episode-0041.mp3","summary":"In this episode of Trade and Tariffs with Fexingo, Lucas and Luna zoom in on a surprising casualty of the strong US dollar: Southeast Asian exporters. While much of the trade-war attention has been on China and South Korea, countries like Thailand, Malaysia, and Indonesia are getting crushed as their currencies slide and foreign demand falters. Lucas unpacks the data: the Thai baht is down 8% year-to-date, and Thailand's export-dependent sectors are feeling the pain. They discuss the Taiwan Strait risk premium, the 'boiling frog' problem for central banks, and why the EWT Thailand ETF has dropped 7% in five days. This is a sharp, grounded look at how a strong dollar isn't just a US story—it's reshaping supply chains and investment flows across Southeast Asia. #StrongDollar #SoutheastAsia #Thailand #Malaysia #Indonesia #CurrencyCrisis #ExportSqueeze #TradeWar #CentralBanks #EWT #EEM #EmergingMarkets #SupplyChains #BoilingFrog #TradeAndTariffs #FexingoBusiness #Economics #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo","meta_description":"In this episode of Trade and Tariffs with Fexingo, Lucas and Luna zoom in on a surprising casualty of the strong US dollar: Southeast Asian exporters. Whi…","key_points":[],"chapters":[],"topics":[],"duration_seconds":518,"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-southeast-asian-exports-are-getting-squeezed-by-the-strong-dollar/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-southeast-asian-exports-are-getting-squeezed-by-the-strong-dollar.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}