Trade Deficits Are Falling Here Is What Changed

Episode 29 of Geopolitics and Markets with Fexingo. Lucas and Luna unpack a surprising shift: the US trade deficit narrowed to $60.3 billion in March 2026, down from $57.8 billion the month before. But exports and imports both rose — so what gives? They drill into two forces: an improving trade-weighted dollar index that fell below 119, and a surge in energy exports tied to crude oil at $96 a barrel. They also examine how Japan's persistent yen weakness at 159 per dollar complicates the export-led recovery narrative. Plus: a quiet discussion on why the show stays ad-free and what that means for listeners. No hot takes, just the numbers and the geopolitical wiring underneath. #TradeDeficit #DollarIndex #USD #Yen #OilPrices #Exports #Imports #Geopolitics #Economics #FexingoBusiness #BusinessPodcast #CentralBanks #EnergyExports #CrudeOil #TradeBalance #Japan #CurrentAccount #StrongDollar Keep every episode free: buymeacoffee.com/fexingo