EPISODE · Jul 1, 2026 · 9 MIN
How China Japan Export Curbs Reshape the Trade Deficit
from The Trade Deficit Podcast with Fexingo: Imports, Exports, and Balance of Payments · host Fexingo
Episode 84 of The Trade Deficit Podcast examines how China's expanded export curbs on Japan, targeting drone makers and nuclear firms, are altering trade flows and the US trade deficit. Hosts Lucas and Luna discuss the impact on semiconductor supply chains, the dollar-yen cross rate at 162.70, and what this means for US manufacturers. With the US trade balance improving slightly to -$55.9 billion in April 2026, they explore whether these restrictions could shift sourcing patterns and affect the deficit. The episode also touches on the fragile recovery in Strait of Hormuz shipping after the US-Iran deal. #TradeDeficit #ChinaJapanExportCurbs #SupplyChains #DollarYen #Semiconductors #USManufacturing #TradePolicy #Economics #FexingoBusiness #BusinessPodcast #Geopolitics #HormuzShipping #ExportControls #NuclearFirms #DroneMakers #BalanceOfPayments #USDJPY #TradeFlows Keep every episode free: buymeacoffee.com/fexingo
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How China Japan Export Curbs Reshape the Trade Deficit
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