{"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 the Strong Dollar Is Hurting Emerging Market Exports","slug":"how-the-strong-dollar-is-hurting-emerging-market-exports","published_at":"2026-06-11T17:49:16+00:00","page_url":"https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-the-strong-dollar-is-hurting-emerging-market-exports","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-0045.mp3","audio_url":"https://audio.fexingo.com/business/trade-and-tariffs/episode-0045.mp3","summary":"Lucas and Luna explore how the strong U.S. dollar is squeezing emerging market exports in June 2026. They dive into the trade-weighted dollar index hitting 120.1, the yen sliding past 160 per dollar, and the ripple effects on countries like South Korea, where the EWY ETF surged 11 percent in a week. The hosts discuss why a strong dollar makes exports cheaper for America but creates debt repayment nightmares for EM nations, and whether recent currency moves signal a turning point. #StrongDollar #EmergingMarkets #TradeBalances #USDAUD #Yen #Won #SouthKorea #EWY #ExportSqueeze #TradePolicy #CurrencyWar #EMDebt #TradeDeficit #Economics #FexingoBusiness #BusinessPodcast #GlobalTrade #June2026 Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Lucas and Luna explore how the strong U.S. dollar is squeezing emerging market exports in June 2026. They dive into the trade-weighted dollar index hittin…","key_points":[],"chapters":[],"topics":[],"duration_seconds":400,"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-the-strong-dollar-is-hurting-emerging-market-exports/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-the-strong-dollar-is-hurting-emerging-market-exports.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}