How the Dollar Index Stayed at 119 While Markets Diverged

The trade-weighted US dollar index has hovered around 119 for weeks, but not all markets are feeling the same pressure. In this episode of The Global Economy Podcast, Lucas and Luna unpack why South Korea's ETF surged 10.7% in a week while China's ETF fell 2.5% despite a slightly weaker yuan. They examine how export profiles, supply chain realignment, and monetary policy divergence are creating winners and losers within the same dollar regime. Using real data from May 2026, they explore why the dollar's plateau tells only part of the story and what it means for investors watching emerging market ETFs. #DollarIndex #EMDivergence #SouthKoreaETF #ChinaETF #TaiwanETF #CurrencyWars #TradeWeightedDollar #May2026 #GlobalMacro #SupplyChain #ExportEconomies #CentralBanks #FedPolicy #EmergingMarkets #ETFInvesting #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo