How Trade With China Is Shifting Under Geopolitical Pressure in 2026

Episode 13 of The Trade Deficit Podcast examines the dramatic reorientation of US-China trade flows as geopolitical tensions reshape supply chains. Lucas and Luna break down new data showing US imports from China falling while Vietnam and Mexico surge ahead, and explore what the weakening yuan means for American consumers and businesses. Using the latest May 2026 figures — including the trade balance hitting $60 billion and the dollar index near 99 — they drill into one specific case: the semiconductor supply chain diversion. Listeners learn why the trade deficit is becoming less about China and more about a multi-country realignment, and what that means for inflation and jobs. No hot takes, just the numbers and the stories behind them. #USChinaTrade #TradeDeficit #SemiconductorSupplyChain #Geopolitics #YuanWeakness #VietnamExports #MexicoManufacturing #SupplyChainDiversion #Inflation #DollarIndex #Tariffs #Economics #GlobalTrade #FexingoBusiness #BusinessPodcast #TradeDeficitPodcast #LucasAndLuna #May2026 Keep every episode free: buymeacoffee.com/fexingo