EPISODE · Jun 16, 2026 · 6 MIN
How a Weaker Dollar Is Reshaping Global Trade Flows
from Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains · host Fexingo
The US dollar index has slipped from 120 to 119.5 in early June 2026, a small move with big consequences for global trade. Lucas and Luna unpack how a weaker dollar is boosting emerging-market currencies, making US exports more competitive, and shifting the trade balance. They look at specific ETFs like EWY (South Korea) up 14.9% in five days, and EEM (emerging markets) showing strength. The episode also touches on the Bank of Japan's rate hike to 1% and what that means for the yen carry trade. They explore whether the dollar's decline is a short-term blip or the start of a longer trend. No ads — listener-supported at buymeacoffee.com/fexingo. #DollarIndex #USDTrade #GlobalTrade #EmergingMarkets #EWY #EEM #BankOfJapan #YenCarryTrade #TradeBalance #USExports #Forex #CurrencyWar #FexingoBusiness #Economics #BusinessPodcast #TradeFlows #MacroEconomics #June2026 Keep every episode free: buymeacoffee.com/fexingo
What this episode covers
The US dollar index has slipped from 120 to 119.5 in early June 2026, a small move with big consequences for global trade. Lucas and Luna unpack how a weaker dollar is boosting emerging-market currencies, making US exports more competitive, and shifting the trade balance. They look at specific ETFs like EWY (South Korea) up 14.9% in five days, and EEM (emerging markets) showing strength. The episode also touches on the Bank of Japan's rate hike to 1% and what that means for the yen carry trade. They explore whether the dollar's decline is a short-term blip or the start of a longer trend. No ads — listener-supported at buymeacoffee.com/fexingo. #DollarIndex #USDTrade #GlobalTrade #EmergingMarkets #EWY #EEM #BankOfJapan #YenCarryTrade #TradeBalance #USExports #Forex #CurrencyWar #FexingoBusiness #Economics #BusinessPodcast #TradeFlows #MacroEconomics #June2026 Keep every episode free: buymeacoffee.com/fexingo
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How a Weaker Dollar Is Reshaping Global Trade Flows
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