How the Weakening Yen Is Reshaping Global Supply Chains

Episode 70 of The Global Economy Podcast examines how the yen at 161.4 per dollar is forcing a realignment of supply chains across Asia. Lucas and Luna explore the dilemma for Japanese manufacturers: stay in Japan with a weaker yen or shift production to Southeast Asia to hedge currency risk. They contrast Toyota's strategy of hoarding production capacity at home with Sony's pivot to ASEAN suppliers, and ask whether investors in the EWY ETF are betting on a yen reversal that may not come. A data-rich look at the trade-off between cost competitiveness and currency exposure that defines global investing in mid-2026. #Yen #Japan #SupplyChains #EWY #CurrencyRisk #Asia #Trade #Toyota #Sony #Manufacturing #ASEAN #USDJPY #GlobalEconomy #FX #Economics #FexingoBusiness #BusinessPodcast #InternationalTrade Keep every episode free: buymeacoffee.com/fexingo