Why Export-Led Economies Are Splitting in May 2026

Taiwan and South Korea are surging while China and Brazil lag. Lucas and Luna dig into the divergence in emerging-market exports: Taiwan's EWY ETF up 5.3% in a week, South Korea's EWT up 6.3%, while China's FXI falls 1.7% and Brazil's EWZ drops 0.7%. They connect the dots to the strong dollar at 119.3 on the trade-weighted index, the yen at 158.7 per dollar, and the yuan at 6.81 per dollar. Why are some export-led economies thriving despite the dollar's strength? The hosts explore the role of semiconductor supply chains, commodity cycles, and currency regimes. Plus they examine what the new Federal Reserve chair means for emerging-market capital flows. A concrete look at the winners and losers in today's global trade landscape. #Taiwan #SouthKorea #China #Brazil #EmergingMarkets #Exports #Trade #DollarStrength #Semiconductors #Currency #FederalReserve #KevinWarsh #EWT #EWZ #FXI #FexingoBusiness #BusinessPodcast #Economics Keep every episode free: buymeacoffee.com/fexingo