How China's PPI Surge Reshapes Global Trade in 2026

China's May wholesale inflation hit a near 4-year high, driven by Iran war-related input costs and the AI boom. How does this feed into global trade dynamics? Lucas and Luna break down the implications: Chinese export prices, the pass-through to consumers, and the ripple effects on emerging market supply chains. With the trade-weighted dollar at 120.1 and the yuan stable at 6.77 per dollar, the episode explores whether China is exporting inflation or absorbing it. A specific look at how rising PPI interacts with the strong dollar and what it means for multinationals sourcing from China. #ChinaPPI #GlobalTrade #Inflation #SupplyChains #AI #IranWar #StrongDollar #EmergingMarkets #WholesaleInflation #TradeFlows #Multinationals #Business #Economics #InternationalBusiness #FexingoBusiness #BusinessPodcast #TradePolicy #InputCosts Keep every episode free: buymeacoffee.com/fexingo