How Chinas May PPI Jump Reshapes Trade War Dynamics

China's May wholesale inflation hit a near-four-year high, driven by Iran war costs and AI demand. Lucas and Luna unpack how this shifts the trade balance, why a 120-plus trade-weighted dollar squeezes emerging market exporters differently, and what it means for supply chain rerouting. They also touch on the SpaceX IPO and what retail allocation tells us about market confidence. No ads, just sharp analysis. #China #PPI #TradeWar #Inflation #AI #IranWar #StrongDollar #SupplyChain #EmergingMarkets #SpaceX #IPO #Economics #Business #FexingoBusiness #BusinessPodcast #GlobalTrade #Tariffs #TradeBalance Keep every episode free: buymeacoffee.com/fexingo