How the Gulf Conflict Is Reshaping Global Trade Routes

This episode examines how escalating conflict between the US and Iran is rerouting global shipping lanes and upending supply chains that were already fragile. Lucas and Luna break down why the VGK Europe ETF is outperforming emerging markets by 12 percentage points this week, what the sharp drop in South Korea's EWY ETF tells us about export-dependent economies, and how the trade-weighted dollar index at 118.9 is masking deeper currency shifts. They also discuss the US proposed tariffs on 60 economies and what that means for forced labor trade practices. The episode focuses on one concrete case: how container shipping rates have tripled on the Asia-to-Mediterranean route since April, and which industries are most exposed. #GlobalTrade #ShippingRoutes #IranConflict #EWY #VGK #USChinaTrade #SupplyChain #DollarIndex #Tariffs #ForcedLabor #EmergingMarkets #ContainerShipping #Geopolitics #Economics #WorldTrade #FexingoBusiness #BusinessPodcast #GlobalEconomy Keep every episode free: buymeacoffee.com/fexingo