How the Strong Dollar Is Reshaping Global Trade in June 2026

In this episode of Trade and Tariffs with Fexingo, Lucas and Luna unpack the surprising twist in global trade: the US dollar remains strong at 119.3 on the trade-weighted index, yet emerging market ETFs like South Korea's EWY and Taiwan's EWT are surging 13% and 6% respectively in the last week. They explore why a strong dollar isn't crushing all exporters equally, focusing on the divergence between commodity-heavy economies (Brazil's EWZ down 1.3%) and tech-driven ones (Korea, Taiwan). Lucas breaks down the role of currency hedging, export composition, and the shift from raw materials to high-value semiconductors. Luna questions whether this is a sustainable trend or a temporary trade window. Specific data points: the trade-weighted dollar index at 119.3, EWY up 13.1%, EWT up 6.1%, EWZ down 1.3%, and the yen at 159.2 per dollar. A must-listen for anyone tracking trade flows and emerging market investing in 2026. #StrongDollar #GlobalTrade #EmergingMarkets #SouthKorea #Taiwan #Brazil #CurrencyHedging #ExportEconomies #Semiconductors #TradeWeightedDollarIndex #EWY #EWT #EWZ #Yen #TradeFlows #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo