EPISODE · Jun 4, 2026 · 6 MIN
How the Strong Dollar Reshapes Global Supply Chains
from International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations · host Fexingo
In this episode of International Business with Fexingo, Lucas and Luna examine how the persistent strength of the US dollar—currently at 119 on the trade-weighted index—is forcing multinational corporations to rethink their supply chain strategies. We drill into a concrete case: how a mid-sized German automotive parts supplier, Schaeffler, is shifting production from China to Mexico to reduce dollar-cost exposure and maintain margins. We also look at why emerging market ETFs like EEM are up nearly 2% over five days despite a stronger dollar, and what that tells us about capital flows. Lucas and Luna discuss the mechanics of dollar-denominated procurement, the impact on trade finance, and whether the dollar's dominance is creating a new era of regionalization. This is episode 30 of International Business with Fexingo—global trade, cross-border deals, and multinational operations. #StrongDollar #SupplyChains #InternationalBusiness #GlobalTrade #USCurrency #EmergingMarkets #EEM #Schaeffler #MexicoManufacturing #ChinaTrade #DollarDominance #TradeFinance #Business #Finance #FexingoBusiness #BusinessPodcast #GlobalEconomy #CurrencyRisk Keep every episode free: buymeacoffee.com/fexingo
What this episode covers
In this episode of International Business with Fexingo, Lucas and Luna examine how the persistent strength of the US dollar—currently at 119 on the trade-weighted index—is forcing multinational corporations to rethink their supply chain strategies. We drill into a concrete case: how a mid-sized German automotive parts supplier, Schaeffler, is shifting production from China to Mexico to reduce dollar-cost exposure and maintain margins. We also look at why emerging market ETFs like EEM are up nearly 2% over five days despite a stronger dollar, and what that tells us about capital flows. Lucas and Luna discuss the mechanics of dollar-denominated procurement, the impact on trade finance, and whether the dollar's dominance is creating a new era of regionalization. This is episode 30 of International Business with Fexingo—global trade, cross-border deals, and multinational operations. #StrongDollar #SupplyChains #InternationalBusiness #GlobalTrade #USCurrency #EmergingMarkets #EEM #Schaeffler #MexicoManufacturing #ChinaTrade #DollarDominance #TradeFinance #Business #Finance #FexingoBusiness #BusinessPodcast #GlobalEconomy #CurrencyRisk Keep every episode free: buymeacoffee.com/fexingo
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How the Strong Dollar Reshapes Global Supply Chains
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