How the Strong Dollar Is Crushing Emerging Market Stocks

Lucas and Luna explore why emerging market ETFs like EEM and VWO are tumbling in June 2026 even as the US stock market holds up. They trace the damage to a surging trade-weighted dollar index at 120.1, which is hammering countries with dollar-denominated debt and commodity imports. Specific focus on South Korea's EWY ETF down 14.7% in five days — worst in emerging markets — and how the strong dollar is squeezing exporters. They also discuss the surprising resilience of India (INDA up 0.4%) and Italy (EWI up 1.4%). The episode uses real-time data to explain the mechanical link between dollar strength, currency depreciation, and equity outflows. #StrongDollar #EmergingMarkets #ETF #EEM #VWO #EWY #SouthKorea #India #CurrencyRisk #DollarIndex #TradeWeightedDollar #GlobalMacro #June2026 #MarketSelloff #Economics #FexingoBusiness #BusinessPodcast #GlobalEconomy Keep every episode free: buymeacoffee.com/fexingo