How the Yen Is Reshaping US Trade with Japan

Lucas and Luna explore the surprising surge in US imports from Japan, even as the yen weakens. With the dollar trading near 162 yen, Japanese exporters are cutting costs and shifting production back home, making goods cheaper for US buyers. But the trade deficit with Japan is widening — and not all US industries benefit equally. Lucas breaks down the numbers, including a 12 percent rise in Japanese auto parts imports, and Luna questions whether this trend can last. They also touch on the broader implications for the US trade deficit, which hit a record $77.6 billion in May 2026. A focused look at currency effects, supply chain re-shoring, and what it means for American manufacturers. #Yen #TradeDeficit #USJapanTrade #Imports #Exports #Currency #BankOfJapan #SupplyChain #AutoIndustry #Semiconductors #Machinery #Economics #Business #Podcast #FexingoBusiness #TheTradeDeficitPodcast #BusinessPodcast #TradePolicy Keep every episode free: buymeacoffee.com/fexingo