How the Strong Dollar Is Reshaping Global Trade in May 2026

Lucas and Luna dive into how the trade-weighted US dollar index at 119.3 is creating winners and losers across emerging markets. They break down why South Korea's EWY is up over 13% in the last five days while China's FXI and Brazil's EWZ are sliding. The conversation explores the mechanics of currency divergence, the impact on exports, and what it means for investors. With the yen at 159 to the dollar and the yuan weakening, they examine which economies are benefiting from a strong dollar and which are getting squeezed. Packed with specific data and a clear takeaway for anyone following global trade flows. #StrongDollar #EmergingMarkets #SouthKorea #China #Brazil #CurrencyWars #TradeFlows #EWY #FXI #EWZ #Exporters #May2026 #DollarIndex #GlobalTrade #Economics #FexingoBusiness #BusinessPodcast #TradeAndTariffs Keep every episode free: buymeacoffee.com/fexingo