How the Yen Carry Trade Unwind Reshapes Global Trade

Episode 27 of International Business with Fexingo - Lucas and Luna explore how the collapse of the yen carry trade is fundamentally rewiring global trade finance. They anchor on the recent 7.3% surge in South Korea's EWY ETF and the yen crossing 159 per dollar. With data showing the trade-weighted dollar index dropping to 118.9, they analyze how Japanese investors withdrawing from Brazilian and Mexican bonds is squeezing emerging market liquidity. The hosts explain why this isn't just a repeat of August 2025 but a structural shift, and what it means for multinational supply chains. Specific focus on the $60 billion US trade deficit and how companies from Toyota to Tesla are recalculating currency risk. #YenCarryTrade #GlobalTrade #EmergingMarkets #CurrencyRisk #SupplyChains #EWY #Japan #Brazil #Mexico #TradeFinance #USDeficit #Multinationals #FX #CentralBanks #Business #InternationalBusiness #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo