How the Strong Dollar Is Reshaping Global Trade Flows

The U.S. dollar index has hovered near 119 for weeks, and while that seems like a static number, it's actually redrawing the map of global trade. Lucas and Luna unpack how a persistently strong dollar is separating winners from losers in emerging markets, with South Korea's ETF surging 13% in a week while China's ETF slips. They explore why the dollar's strength isn't helping all U.S. trading partners equally, and what the diverging paths of Taiwan, India, and Latin America tell us about the new normal. Drawing on the latest trade balance data and central bank commentary, this episode gives listeners a concrete framework for understanding currency-driven market moves in May 2026. #StrongDollar #EmergingMarkets #GlobalTrade #DollarIndex #SouthKorea #Taiwan #China #India #LatinAmerica #CurrencyWars #TradeBalance #EWY #EWT #FXI #VWO #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo