EPISODE · Jun 9, 2026 · 8 MIN
How Southeast Asian Exports Are Getting Squeezed by the Strong Dollar
from Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains · host Fexingo
In this episode of Trade and Tariffs with Fexingo, Lucas and Luna zoom in on a surprising casualty of the strong US dollar: Southeast Asian exporters. While much of the trade-war attention has been on China and South Korea, countries like Thailand, Malaysia, and Indonesia are getting crushed as their currencies slide and foreign demand falters. Lucas unpacks the data: the Thai baht is down 8% year-to-date, and Thailand's export-dependent sectors are feeling the pain. They discuss the Taiwan Strait risk premium, the 'boiling frog' problem for central banks, and why the EWT Thailand ETF has dropped 7% in five days. This is a sharp, grounded look at how a strong dollar isn't just a US story—it's reshaping supply chains and investment flows across Southeast Asia. #StrongDollar #SoutheastAsia #Thailand #Malaysia #Indonesia #CurrencyCrisis #ExportSqueeze #TradeWar #CentralBanks #EWT #EEM #EmergingMarkets #SupplyChains #BoilingFrog #TradeAndTariffs #FexingoBusiness #Economics #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
What this episode covers
In this episode of Trade and Tariffs with Fexingo, Lucas and Luna zoom in on a surprising casualty of the strong US dollar: Southeast Asian exporters. While much of the trade-war attention has been on China and South Korea, countries like Thailand, Malaysia, and Indonesia are getting crushed as their currencies slide and foreign demand falters. Lucas unpacks the data: the Thai baht is down 8% year-to-date, and Thailand's export-dependent sectors are feeling the pain. They discuss the Taiwan Strait risk premium, the 'boiling frog' problem for central banks, and why the EWT Thailand ETF has dropped 7% in five days. This is a sharp, grounded look at how a strong dollar isn't just a US story—it's reshaping supply chains and investment flows across Southeast Asia. #StrongDollar #SoutheastAsia #Thailand #Malaysia #Indonesia #CurrencyCrisis #ExportSqueeze #TradeWar #CentralBanks #EWT #EEM #EmergingMarkets #SupplyChains #BoilingFrog #TradeAndTariffs #FexingoBusiness #Economics #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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How Southeast Asian Exports Are Getting Squeezed by the Strong Dollar
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