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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 the White House retaliate with Trump-era tariffs or Biden-era export controls? Listeners walk away with a question they can test against the next day's trade data.
Unknown Host hosts Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains.
Lucas and Luna examine how Taiwan's semiconductor exports are surging despite global trade tensions, with Taiwan Semiconductor Manufacturing Company (TSMC) leading the charge. They discuss the strategic importance of chi
Episode 33 of Trade and Tariffs with Fexingo. Lucas and Luna examine the brutal sell-off in South Korea ETFs — EWY down 16.4% in five days — as the strong dollar and shifting trade policy hammer export-driven markets. Th
Lucas and Luna break down the latest US trade deficit numbers, which hit a new record in March 2026 at $60.3 billion. They explore the structural forces behind the widening gap—from a strong dollar to shifting supply cha
Lucas and Luna explore how rerouted shipping lanes are redrawing the map of global commerce. With the Panama Canal facing drought restrictions and Red Sea tensions persisting, container ships are taking longer paths—addi
In this episode, Lucas and Luna explore the quiet but massive rerouting of global supply chains away from China and toward Southeast Asia and Mexico. With new tariff waves targeting 60 economies and the trade-weighted do
In this episode, Lucas and Luna examine how India's new tariff regime is transforming the global pharmaceutical supply chain. With reference to the latest trade balance data showing a widening US deficit and a slight dol
On June 3, 2026, the U.S. proposed fresh tariffs on 60 economies over forced labor trade practices. Lucas and Luna break down what this means for global supply chains, emerging markets, and the companies most exposed. Th
Episode 27 of Trade and Tariffs with Fexingo takes a deep dive into Vietnam's rise as a manufacturing hub amid US-China tensions. Lucas and Luna break down the 20% surge in Vietnam's exports to the US year-over-year, the
On June 2, 2026, the Trump administration proposed a 25% tariff on Brazilian goods, citing unfair trade practices. Lucas and Luna break down the specific sectors at risk—from steel to agriculture—and what this means for
Lucas and Luna break down the mechanics of currency hedging in international trade, using the recent surge in South Korea's KOSPI and the strong US dollar as a real-world case study. They explain how exporters like Samsu
In this episode of Trade and Tariffs with Fexingo, Lucas and Luna unpack the surprising twist in global trade: the US dollar remains strong at 119.3 on the trade-weighted index, yet emerging market ETFs like South Korea'
In this episode of Trade and Tariffs with Fexingo, Lucas and Luna dive into the growing divergence in emerging markets as the US dollar strengthens. With the trade-weighted dollar index at 119.3, countries like South Kor
Lucas and Luna dive into how the trade-weighted US dollar index at 119.3 is creating winners and losers across emerging markets. They break down why South Korea's EWY is up over 13% in the last five days while China's FX
In this episode of Trade and Tariffs with Fexingo, Lucas and Luna drill into a striking divergence in emerging markets: South Korea's EWY is up 13.1% in five days, Taiwan's EWT is up 6.1%, while China's FXI is down 1.3%
Mexico's peso has been one of the best-performing emerging-market currencies this year, even as the US dollar remains elevated. Lucas and Luna dig into why: nearshoring flows, a hawkish central bank, and a current-accoun
On May 29, 2026, South Korea's EWY ETF is up 13% in five days while China's FXI is down 0.9%, and Taiwan's EWT is up 6.1%. Lucas and Luna dig into the trade mechanics behind the divergence: currency effects, semiconducto
While emerging market currencies like the yen and yuan struggle, the Mexican peso is defying gravity in late May 2026. In this episode, Lucas and Luna break down the three structural factors keeping the peso resilient: n
South Korea's EWY ETF surged 10.7% over the past five days while Brazil's EWZ fell 1.7%. Lucas and Luna unpack why — semiconductor exports, currency strength, and political risk divergence drive the split. They also disc
This episode of Trade and Tariffs with Fexingo examines the dramatic divergence in emerging market ETFs as of late May 2026. Lucas and Luna break down the numbers: the Korea ETF EWY is up 10 percent in five days, Taiwan'
This episode examines the growing divergence between a handful of export-driven Asian economies (Taiwan, South Korea) and the broader emerging-market universe. The ETF numbers tell the story: EWY (South Korea) is up 8.8%
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Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains is hosted by Unknown Host. The show is categorised under Business and has published 0 episodes.
Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains regularly covers Business. It sits in the Business category.
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Episodes of Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains average 8 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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