How the Japanese Yen Is Reshaping Asian Supply Chains

Episode 28 of The Global Economy Podcast examines the Japanese yen's persistent weakness and its structural impact on Asian supply chains. Lucas and Luna discuss how a yen at multi-decade lows is driving Japanese manufacturers to shift production back home, reshaping trade flows across electronics and autos. They reference the latest trade-weighted dollar index at 118.9, the yuan at 6.77 per dollar, and Japan's current account surplus trends. The episode explores why this matters for global investors, with specific examples from semiconductor and automotive supply chains, and connects to the broader theme of currency realignment in Asia. #JapaneseYen #SupplyChains #AsiaTrade #CurrencyWar #Electronics #Autos #YenWeakness #GlobalTrade #Manufacturing #JapanEconomy #USDJPY #TradeFlows #Semiconductors #SupplyChainShift #Economics #GlobalEconomy #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo