EPISODE · Jul 17, 2026 · 7 MIN
How Hormuz Tensions Are Reshaping Trade Costs
from The Trade Deficit Podcast with Fexingo: Imports, Exports, and Balance of Payments · host Fexingo
In Episode 116 of The Trade Deficit Podcast, Lucas and Luna unpack how renewed hostilities in the Strait of Hormuz are driving up global shipping costs and reshaping trade routes. With the ECB rethinking rate policy amid 'extremely volatile' outlook, they explore why the US trade deficit jumped to $77.6 billion in May, how energy prices are affecting inflation, and what this means for importers and exporters. Specific data: the dollar-yen at 162, China's slowest quarterly growth since 2022, and June wholesale prices dropping 0.3% due to falling gasoline. A focused look at the real cost of geopolitical risk on trade balances. #HormuzTensions #StraitOfHormuz #TradeDeficit #ShippingCosts #SupplyChain #ECB #EnergyPrices #Inflation #DollarYen #ChinaGrowth #WholesalePrices #GeopoliticalRisk #TradeRoutes #Economics #BusinessPodcast #FexingoBusiness #ImportsExports #BalanceOfPayments Keep every episode free: buymeacoffee.com/fexingo
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How Hormuz Tensions Are Reshaping Trade Costs
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