{"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":"Why Foreign Borrowers Are Flocking to China's Cheap Money","slug":"why-foreign-borrowers-are-flocking-to-china-s-cheap-money","published_at":"2026-06-18T05:42:04+00:00","page_url":"https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/why-foreign-borrowers-are-flocking-to-china-s-cheap-money","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-0059.mp3","audio_url":"https://audio.fexingo.com/business/trade-and-tariffs/episode-0059.mp3","summary":"Episode 59 of Trade and Tariffs with Fexingo digs into a surprising trend: as of June 2026, global corporations and even Wall Street banks are rushing to tap China's bond market for cheap yuan-denominated loans. With the trade-weighted US dollar index at 119.5 and the yuan at 6.76 per dollar, Chinese credit offers a rare low-cost haven. Lucas and Luna break down the mechanics — from 'panda bonds' to the carry trade appeal — and what it means for global capital flows. They also explore how the recent US-Iran détente and falling oil prices are reshaping trade finance. Specific data points include the 1.2% drop in the yuan versus the dollar and the surge in emerging market ETFs like INDA and EWY. This episode avoids repetition of prior angles like the strong dollar or specific country ETFs, focusing instead on a new financial arbitrage opportunity. #ChinaBonds #PandaBonds #Yuan #TradeFinance #CheapMoney #CapitalFlows #CarryTrade #USDollar #EmergingMarkets #ForeignBorrowing #WallStreetBanks #IranDeal #OilPrices #GlobalTrade #Economics #FexingoBusiness #BusinessPodcast #TradeAndTariffs Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Episode 59 of Trade and Tariffs with Fexingo digs into a surprising trend: as of June 2026, global corporations and even Wall Street banks are rushing to…","key_points":[],"chapters":[],"topics":[],"duration_seconds":633,"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/why-foreign-borrowers-are-flocking-to-china-s-cheap-money/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/why-foreign-borrowers-are-flocking-to-china-s-cheap-money.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}