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Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains Fexingo Happy Work - Management & bien-être au travail Happy Work - Management & bien-être au travail Gaël Chatelain-Berry The Kings Code Podcast The Kings Code Podcast Tate Your Happy Hour Your Happy Hour The Feels Franklin Matters Radio Franklin Matters Radio Steve Sherlock Tina Huang Tina Huang Tina Huang Alex Becker Channel Alex Becker Channel Alex Becker Channel Ekantik Vartalap Ekantik Vartalap Bhajan Marg RSG Geldsake met Moneyweb RSG Geldsake met Moneyweb Moneyweb Radio The ExecMBA Podcast The ExecMBA Podcast UVA Darden School of Business ITM Trading Podcast ITM Trading Podcast The Daniela Cambone Show and Taylor Made Economics Economia Falada Economia Falada Ricardo Amorim AI-Driven Marketer: Master Practical AI Marketing Skills AI-Driven Marketer: Master Practical AI Marketing Skills Dan Sanchez Financial Planner Search Financial Planner Search Gregory Wilnau Financial Freedom Podcast with Dr. Christopher H. Loo, MD-PhD Financial Freedom Podcast with Dr. Christopher H. Loo, MD-PhD Christopher H. Loo, MD-PhD We Don't PLAY!™: Best AI Marketing Visibility Podcast (Advanced Technical SEO Strategies) We Don't PLAY!™: Best AI Marketing Visibility Podcast (Advanced Technical SEO Strategies) Favour Obasi-ike: Pinterest Marketing Expert and Technical SEO Genius Storage Unlocked Storage Unlocked Thaddeus Campbell The Bitcoin Treasuries Podcast with Tim Kotzman The Bitcoin Treasuries Podcast with Tim Kotzman Timothy Kotzman Outspoken Beauty Outspoken Beauty Nicola Bonn Pure Hustle Podcast Pure Hustle Podcast Pure Hustle Podcast 分享《富爸爸穷爸爸21世纪的生意》 分享《富爸爸穷爸爸21世纪的生意》 终身都要成长 On R'Dress Ça On R'Dress Ça Bristol Media Fisher Investments - Market Insights Fisher Investments - Market Insights Fisher Investments Einkommensinvestoren-Podcast Einkommensinvestoren-Podcast Anton Gneupel und Luis Pazos In it to Win it In it to Win it Steve Barton One Rental At A Time One Rental At A Time Michael Zuber Strategy Simplified Strategy Simplified Management Consulted The Thoughtful Entrepreneur The Thoughtful Entrepreneur Josh Elledge · UpMyInfluence.com & PodVerified.com The CUInsight Experience The CUInsight Experience CUInsight | Credit Union echtgeld.tv - Geldanlage, Börse, Altersvorsorge, Aktien, Fonds, ETF echtgeld.tv - Geldanlage, Börse, Altersvorsorge, Aktien, Fonds, ETF echtgeld.tv The Property Academy Podcast The Property Academy Podcast Opes Partners CryptoWeek CryptoWeek CheckSig The Wake Up Call for Lawyers The Wake Up Call for Lawyers Judi Cohen B2B Vault: The Biz To Biz Podcast B2B Vault: The Biz To Biz Podcast Allen Kopelman Cyber Crime Junkies Cyber Crime Junkies Cyber Crime Junkies. Host David Mauro. Black Box - La scatola nera della finanza Black Box - La scatola nera della finanza Guido Brera e Gian Luca Comandini - Chora Media AI Investing: for the AI Investor AI Investing: for the AI Investor AI Investing
Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains

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Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains

Fexingo

How Mexico Is Reshoring Its Auto Industry Mid-2026

July 04, 2026 12:50am 6 min

This episode of Trade and Tariffs with Fexingo examines how Mexico is leveraging near-shoring trends to rebuild its domestic auto supply chain in mid-2026. Lucas and Luna discuss the latest trade data showing a narrowing...

How the Trade War Is Remaking the Global Coffee Market

July 03, 2026 1:11pm 6 min

Coffee is one of the most traded commodities in the world, but a new wave of tariffs and export restrictions is scrambling the global supply chain. In this episode, Lucas and Luna look at how Vietnam's recent coffee expo...

How Africa Is Becoming a New Trade War Battleground

July 03, 2026 12:48am 6 min

China's exports to Africa hit a record $85 billion in Q2 2026, while US exports to the continent fell 12% year-over-year. Lucas and Luna explore how tariff escalation between the US and China is spilling into Africa as b...

How Vietnam Is Winning the Tariff War Without Fighting

July 02, 2026 1:04pm 7 min

Episode 89 dives into Vietnam's booming export sector, which has surged 18% year-over-year in mid-2026, making it the biggest winner of the US-China tariff war. Lucas and Luna break down how Vietnam is capturing manufact...

How Foreign Automakers Are Losing China Without a Trade War

July 02, 2026 12:49am 4 min

Episode 88 of Trade and Tariffs with Fexingo examines the quiet collapse of foreign auto market share in China. Lucas and Luna dig into specific data: foreign-brand sales in China have dropped from 64% in 2020 to below 4...

How the USMCA Non-Renewal Reshapes North American Trade

July 01, 2026 1:02pm 9 min

The US announced it won't renew USMCA on July 1, 2026, opening negotiations with Canada and Mexico. Lucas and Luna break down what this means for the $1.5 trillion trade bloc — from auto supply chains to agriculture tari...

How Iran Is Selling Oil at a Premium Despite Sanctions

July 01, 2026 3:18am 5 min

Iran says it is selling oil at a 20% premium as the end of the US blockade sees 40 million barrels exported. Lucas and Luna unpack how Iran is bypassing sanctions using a shadow fleet of tankers, Chinese refineries, and ...

How LNG Cargo Diversions Are Reshaping Global Energy Trade

July 01, 2026 12:50am 9 min

On this episode of Trade and Tariffs with Fexingo, Lucas and Luna examine how liquefied natural gas cargo diversions are redrawing energy trade flows in mid-2026. With a top producer withholding Italian shipments and Eur...

Why Copper Is the New Oil in Trade Wars

June 30, 2026 1:02pm 8 min

Lucas and Luna explore how copper has become a flashpoint in global trade, with nations stockpiling the metal for energy transition and military needs. They discuss how Chile and Peru are leveraging their reserves, why t...

How the Strong Yen Is Reshaping Japan's Export Machine

June 30, 2026 12:57am 7 min

In this episode of Trade and Tariffs with Fexingo, Lucas and Luna examine the dramatic impact of the yen's slide to a 40-year low of 161.7 per dollar. They explore how Japan's exporters, from Toyota to Nintendo, are navi...

Why Japans Export Dominance Is Cracking Under the Strong Yen

June 29, 2026 1:09pm 5 min

In mid-2026, Japan's export machine is showing cracks. The yen has weakened to 161 per dollar, but the trade data tells a different story. In this episode, Lucas and Luna examine how Japan's export dominance is cracking ...

How South Korea's Export Machine Is Hitting a Wall

June 29, 2026 12:58am 7 min

South Korea's exports, a bellwether for global trade, are faltering sharply in mid-2026. Lucas and Luna drill into the data: the Kospi is down nearly 10% in a week, the won is at 1,614 per dollar, and key industries like...

How the Strong Dollar Is Reshaping Global Trade in Mid-2026

June 28, 2026 1:03pm 7 min

The US dollar has surged to a trade-weighted index of 120.4, and it's not just making imports cheaper. In this episode, Lucas and Luna examine how the strong dollar is squeezing emerging market exporters, widening trade ...

How the Strong Dollar Is Crushing Emerging Market Exports in 2026

June 28, 2026 12:48am 7 min

Lucas and Luna examine how the trade-weighted US dollar index hitting 120.4 is reshaping global trade. They focus on the diverging fortunes of South Korea's KOSPI, down nearly 10 percent in a week, and Brazil's Bovespa, ...

Why the Baltic Dry Index Is Flashing a Warning

June 27, 2026 12:58pm 7 min

The Baltic Dry Index tracks the cost of shipping raw materials like iron ore and coal across the world's oceans. In this episode, Lucas and Luna break down why the index has dropped 22 percent since April 2026, even as c...

How Indian IT Services Are Winning the Tariff War

June 27, 2026 12:47am 5 min

As US-led tariffs on China reshuffle global supply chains, Indian IT services firms have quietly become unexpected beneficiaries. In this episode, Lucas and Luna examine how companies like Infosys and TCS are seeing a su...

Why Emerging Market ETFs Are Diverging Sharply in June 2026

June 26, 2026 1:07pm 6 min

The S&P 500 is down 1.4% on the week, but the real story is happening in emerging markets. South Korea's EWY has plunged 8.2% in five days, while Brazil's EWZ is up 1.5%. Lucas and Luna dig into the forces driving this d...

Why India Is Replacing China as the New Factory Floor

June 26, 2026 12:54am 6 min

This episode explores how India is emerging as the primary beneficiary of the global supply chain shift away from China, with a focus on the electronics and semiconductor sectors. Lucas and Luna discuss recent data showi...

How Brazil Is Gaining as a Commodity Supplier to China

June 25, 2026 12:54pm 6 min

As trade tensions between the US and China escalate and the dollar strengthens against emerging market currencies, Brazil is quietly becoming China's go-to supplier for soy, iron ore, and oil. In this episode, Lucas and ...

How the Yuan Depreciation Is Reshaping Trade Patterns

June 25, 2026 12:50am 9 min

The yuan has weakened to 6.77 per dollar as of June 18, 2026, the lowest level in over a decade. This episode explores how China's deliberate currency depreciation is reshaping global trade flows — making Chinese exports...

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