How the Strong Dollar Is Crushing Emerging Market Exporters

In this episode of Trade and Tariffs with Fexingo, Lucas and Luna dive into the growing divergence in emerging markets as the US dollar strengthens. With the trade-weighted dollar index at 119.3, countries like South Korea and Taiwan are thriving while Brazil and China struggle. Lucas explains how the dollar's strength reshapes global trade flows, squeezing commodity exporters but benefiting tech-driven economies. He breaks down the specific numbers: the Korea ETF EWY surging 13% in a week while the Brazil ETF EWZ drops 1.3%. Luna questions whether this divergence is sustainable, and they discuss the role of central bank policies and trade balances. A focused look at one of the biggest macro stories of 2026—why some emerging markets win and others lose in a strong dollar world. #StrongDollar #EmergingMarkets #SouthKorea #Taiwan #Brazil #China #TradeImbalance #CurrencyWars #Exporters #GlobalTrade #DollarIndex #EWY #EWZ #FXI #FexingoBusiness #BusinessPodcast #Economics #TradeAndTariffs Keep every episode free: buymeacoffee.com/fexingo