{"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 Trade War Is Splitting Emerging Markets in Two","slug":"how-the-trade-war-is-splitting-emerging-markets-in-two","published_at":"2026-07-08T08:20:13+00:00","page_url":"https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-the-trade-war-is-splitting-emerging-markets-in-two","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-0101.mp3","audio_url":"https://audio.fexingo.com/business/trade-and-tariffs/episode-0101.mp3","summary":"Episode 101 of Trade and Tariffs with Fexingo: Lucas and Luna break down a striking divergence in emerging markets during the 2026 trade war. While the broad EEM ETF is down nearly 4% over the past week, China's FXI is up 2.8%. The real standout is South Korea's EWY, plunging 10.2%. The hosts drill into why Korea—a bellwether for global trade—is getting crushed while China's domestically-driven economy shows resilience. They discuss the role of the weakening yen, the strong dollar, and shifting supply chains. Plus, a look at the US trade deficit widening to $77.6 billion in May, and what it means for the dollar's trajectory. A must-listen for anyone tracking the real effects of tariff fragmentation. #TradeWars #EmergingMarkets #SouthKorea #EWY #FXI #EEM #GlobalTrade #SupplyChains #TradeDeficit #DollarIndex #Yen #China #KoreaEconomy #Tariffs #ExportMachine #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Episode 101 of Trade and Tariffs with Fexingo: Lucas and Luna break down a striking divergence in emerging markets during the 2026 trade war. While the br…","key_points":[],"chapters":[],"topics":[],"duration_seconds":604,"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-trade-war-is-splitting-emerging-markets-in-two/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-trade-war-is-splitting-emerging-markets-in-two.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}