How Hormuz Tensions Are Rewriting Trade Routes

Lucas and Luna examine how renewed hostilities in the Strait of Hormuz are reshaping global trade flows, focusing on the unexpected impact on US import prices and supply chains. They discuss why a 0.3% drop in wholesale prices in June—driven by falling gasoline—might be a temporary reprieve, and how ECB rate policy is being forced to adapt to an 'extremely volatile' outlook. The hosts also explore the link between Middle East disruptions and the widening US trade deficit, which hit $77.6 billion in May. Listeners learn about the strategic shift toward alternative shipping routes and energy suppliers, and why this could mean higher costs for consumers by year-end. #StraitOfHormuz #TradeDeficit #WholesalePrices #GeopoliticalRisk #SupplyChainDisruption #ECB #EnergyPrices #GasolinePrices #USImports #ShippingRoutes #MiddleEastTensions #GlobalTrade #Economics #FexingoBusiness #BusinessPodcast #TradeRoutes #Inflation #CentralBankPolicy Keep every episode free: buymeacoffee.com/fexingo