How the Weakening Dollar Is Shifting Global Portfolio Flows

After years of a relentless strong dollar, the greenback has started to ease. The trade-weighted dollar index dipped to 119.5 from 120.12 last week. Lucas and Luna explore what a slightly weaker dollar means for global portfolio flows. They examine a surprising divergence: emerging market ETFs like EEM surged 4.9% in five days, while China's FXI tumbled 5%. With the yen at 160 per dollar and the euro at 1.16, the hosts discuss how currency moves are reshaping investor decisions. They also look at the UK's surprising 0.1% GDP contraction and what that signals for sterling. Episode 60 of The Global Economy Podcast from Fexingo Business. #WeakerDollar #DollarIndex #EmergingMarkets #EEM #FXI #PortfolioFlows #CurrencyMarkets #TradeWeightedDollar #USDEUR #USDJPY #UKGDP #GlobalTrade #CentralBanks #FexingoBusiness #BusinessPodcast #Economics #GlobalEconomy #June2026 Keep every episode free: buymeacoffee.com/fexingo