EPISODE · Jul 13, 2026 · 7 MIN
Why the Dollar-Yen Is Making US Firms Move Production to Japan
from The Trade Deficit Podcast with Fexingo: Imports, Exports, and Balance of Payments · host Fexingo
The dollar-yen exchange rate has crossed 162, a level not seen since the 1980s. For US manufacturers, the math has shifted decisively: producing in Japan is now cheaper than shipping from China or Mexico. In this episode, Lucas and Luna break down how currency-driven production shifts are reshaping the trade deficit, using specific data from the latest trade balance and current account figures. They explore why companies like Toyota and Stanley Black & Decker are relocating capacity, and what the yen's weakness means for the US trade deficit in the second half of 2025. #DollarYen #TradeDeficit #USJapanTrade #CurrencyWar #Manufacturing #SupplyChain #YenWeakness #ExchangeRates #CurrentAccount #ImportsExports #Economics #TradePolicy #GlobalTrade #ProductionShift #Boeing #Toyota #StanleyBlackDecker #FexingoBusiness Keep every episode free: buymeacoffee.com/fexingo
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Why the Dollar-Yen Is Making US Firms Move Production to Japan
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