{"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 Steel Tariffs Are Boosting Mexican Manufacturing in 2026","slug":"why-steel-tariffs-are-boosting-mexican-manufacturing-in-2026","published_at":"2026-07-12T05:51:57+00:00","page_url":"https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/why-steel-tariffs-are-boosting-mexican-manufacturing-in-2026","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-0109.mp3","audio_url":"https://audio.fexingo.com/business/trade-and-tariffs/episode-0109.mp3","summary":"In this episode of Trade and Tariffs with Fexingo, Lucas and Luna examine how steel tariffs are reshaping manufacturing in Mexico. With the US trade deficit widening and the dollar weakening, Mexican industrial output is surging as factories relocate from Asia. We look at the data behind the EWZ ETF's recent gains and explain why steel tariffs are arguably the most consequential trade policy of 2026 so far. #SteelTariffs #MexicoManufacturing #TradeWar #USMCA #Nearshoring #EWZ #IndustrialPolicy #Steel #GlobalSupplyChains #Economics #TradeAndTariffs #FexingoBusiness #BusinessPodcast #Tariffs #Manufacturing #MexicoEconomy #Reshoring #2026 Keep every episode free: buymeacoffee.com/fexingo","meta_description":"In this episode of Trade and Tariffs with Fexingo, Lucas and Luna examine how steel tariffs are reshaping manufacturing in Mexico. With the US trade defic…","key_points":[],"chapters":[],"topics":[],"duration_seconds":456,"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-steel-tariffs-are-boosting-mexican-manufacturing-in-2026/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-steel-tariffs-are-boosting-mexican-manufacturing-in-2026.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}