{"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 the US Just Hit Brazil with 25 Percent Tariffs","slug":"why-the-us-just-hit-brazil-with-25-percent-tariffs","published_at":"2026-07-16T05:55:08+00:00","page_url":"https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/why-the-us-just-hit-brazil-with-25-percent-tariffs","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-0117.mp3","audio_url":"https://audio.fexingo.com/business/trade-and-tariffs/episode-0117.mp3","summary":"On July 16, 2026, the US announced a 25% tariff on most Brazilian goods. Lucas and Luna unpack the specific triggers—from Brazil's currency manipulation complaints to its rising steel exports—and what this means for Latin American trade realignment. They connect the move to the broader trade war logic: the US is now targeting middle-income allies, not just China. With the dollar still strong at 120.5 on the trade-weighted index, the episode explores who wins and loses when tariffs shift from Beijing to Brasília. Plus, a look at how Mexico and India are positioned as alternative suppliers. #BrazilTariffs #USBrazilTrade #TradeWar #Tariffs #CurrencyManipulation #SteelExports #EmergingMarkets #LatinAmerica #Mexico #India #SupplyChains #ExportEconomy #DollarStrength #GlobalTrade #FexingoBusiness #BusinessPodcast #Economics #TradePolicy Keep every episode free: buymeacoffee.com/fexingo","meta_description":"On July 16, 2026, the US announced a 25% tariff on most Brazilian goods. Lucas and Luna unpack the specific triggers—from Brazil's currency manipulation c…","key_points":[],"chapters":[],"topics":[],"duration_seconds":620,"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-the-us-just-hit-brazil-with-25-percent-tariffs/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-the-us-just-hit-brazil-with-25-percent-tariffs.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}