How the Strong Dollar Is Breaking Emerging Market ETFs

Lucas and Luna examine why emerging market ETFs are getting hammered in late June 2026, with EEM down 5.6% in a week and EWY plunging nearly 10%. The culprit? A surging trade-weighted dollar index at 120.4, which is crushing currencies from the yen to the yuan and forcing capital outflows. They drill into the specific mechanics: dollar-denominated debt, local-currency revenue mismatches, and the Fed's stubbornly high core inflation at 3.4%. Plus, why South Korea and Taiwan are getting hit hardest, and what it means for investors trying to navigate the divide between developed and emerging markets in this environment. #StrongDollar #EmergingMarkets #ETF #EEM #VWO #EWY #ForeignExchange #CurrencyRisk #DollarIndex #FedPolicy #Inflation #GlobalTrade #SouthKorea #Taiwan #Yen #Yuan #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo