Why Global Trade Flows Are Shifting Away From the US

We look at why the US trade deficit has ballooned to negative eighty-eight billion dollars in July, not because Americans are buying more luxury goods, but because global supply chains are rerouting. With South Korea’s semiconductor exports tripling and the dollar holding firm against the yen at one fifty-five, we explore how multinational corporations are using third-country intermediaries to bypass tariffs. This structural shift means the traditional trade balance metrics may be missing a critical piece of the puzzle regarding where value is actually being created and captured. #TradeDeficit #SupplyChainRerouting #SouthKoreaSemiconductors #GlobalEconomics #ExportControls #TariffEvasion #ThirdCountryIntermediaries #USImports #ChinaDecoupling #BOPAnalysis #FexingoBusiness #BusinessPodcast #Macroeconomics #InternationalTrade #EconomicPolicy #LucasAndLuna #TradeWar #Geopolitics Keep every episode free: buymeacoffee.com/fexingo