How a Sliding Yen Is Rewiring the US Trade Deficit

In this episode of The Trade Deficit Podcast, Lucas and Luna explore how the yen's slide to 157 per dollar — a 4.2 percent drop in just a week — is quietly reshaping US trade flows. With the dollar index easing to 99.9 and the euro gaining to 1.15, they dig into why a weaker yen makes Japanese cars and electronics cheaper on US docks, widening the goods deficit even as exports hit records. They connect the currency moves to the latest trade data: April exports at $3.75 trillion and imports at $4.62 trillion, a gap that keeps pressuring GDP. Lucas explains the 'pass-through' effect — how currency shifts take months to show up in trade statistics — and why this episode is less about tariffs and more about the invisible hand of exchange rates. They also touch on what a divided Fed might mean for the dollar's path. If you've wondered why a falling dollar doesn't always fix the deficit, this episode gives you a clear, data-backed answer. #YenSlide #TradeDeficit #USDJPY #ExchangeRates #USImports #USExports #BalanceOfPayments #DollarIndex #FederalReserve #Economics #TradeFlows #GoodsDeficit #CurrencyWar #FexingoBusiness #BusinessPodcast #GlobalTrade #JapanEconomy #TradeBalance Keep every episode free: buymeacoffee.com/fexingo