International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations

While Mexico and India grab headlines, Vietnam is quietly pulling ahead in the second wave of supply chain diversification. Lucas and Luna examine how Vietnam's trade surplus with the US has surged, its FDI inflows hit new records, and its currency stability gives it an edge over regional rivals. They discuss the specific sectors driving growth—from electronics assembly to footwear—and why the country's infrastructure bottlenecks remain a real but manageable risk. With the trade-weighted dollar dipping slightly and the yuan softening, Vietnam's positioning in global trade is becoming a model for other emerging markets. This episode drills into the numbers and the real-world decisions behind them. #Vietnam #SupplyChain #TradeWar #GlobalTrade #Nearshoring #FDI #Electronics #Manufacturing #Currency #Dollar #EmergingMarkets #ASEAN #Business #FexingoBusiness #BusinessPodcast #InternationalBusiness #CrossBorderTrade #SoutheastAsia Keep every episode free: buymeacoffee.com/fexingo

South Korea's shipbuilding industry is experiencing a renaissance. In this episode of International Business with Fexingo, Lucas and Luna dive into the factors behind the surge: a weak won, strong demand for LNG carriers, and the K-Construction boom in the Middle East. They examine how Hyundai Heavy Industries and Samsung Heavy Industries are winning orders from QatarEnergy and Saudi Arabia's Vision 2030 projects. Lucas explains how the won's 12% decline against the dollar this year has boosted shipbuilders' competitiveness, while Luna questions whether the boom is sustainable. They also touch on the broader implications for South Korea's export-driven economy, referencing the 11.7% surge in the EWY ETF over the past week. This episode offers a concrete look at how currency dynamics and geopolitical shifts are reshaping global shipbuilding. #SouthKorea #Shipbuilding #HyundaiHeavyIndustries #SamsungHeavyIndustries #QatarEnergy #SaudiVision2030 #LNG #Won #Export #EWY #InternationalBusiness #GlobalTrade #Currency #KConstruction #BusinessPodcast #FexingoBusiness #Podcast #June2026 Keep every episode free: buymeacoffee.com/fexingo

In this episode, Lucas and Luna explore why Wall Street banks and foreign corporations are rushing to tap China's bond market for cheap yuan-denominated debt. With the trade-weighted dollar down slightly to 119.5 and the yuan steady at 6.76 per dollar, China's relatively low interest rates have become an irresistible arbitrage opportunity. Lucas breaks down how panda bonds — yuan bonds issued by foreign entities — have surged to record issuance in 2026, surpassing $30 billion in the first half alone. Luna highlights the risks, including currency mismatch and regulatory uncertainty. They discuss the broader implications for global capital flows and the renminbi's gradual internationalization, referencing a recent CNBC headline about the trend. The hosts also touch on how this ties into the dollar's still-dominant but slightly weakened role in global finance. #ChinaBonds #PandaBonds #Renminbi #ForeignBorrowers #CheapMoney #YuanDebt #WallStreet #CapitalFlows #Internationalization #CNY #DollarDominance #Arbitrage #GlobalFinance #InterestRateDifferential #Business #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

Episode 58 examines how India's services export surge is reshaping global trade. Lucas and Luna discuss the shift from goods to services outsourcing, with India's IT and business process exports reaching $340 billion annually. They explore why companies like Microsoft and Goldman Sachs are expanding their Indian operations, and how this trend affects the broader trade balance. The hosts reference India's current account surplus and compare it to regional peers in the live market data. A concise look at a quiet revolution in cross-border services. #India #Outsourcing #ServicesExports #GlobalTrade #ITServices #BusinessProcessOutsourcing #Microsoft #GoldmanSachs #CurrentAccount #TradeBalance #EmergingMarkets #INDA #CrossBorder #FexingoBusiness #BusinessPodcast #InternationalBusiness #Globalization #ServicesTrade Keep every episode free: buymeacoffee.com/fexingo

South Korea's KOSPI has surged 15% in the past week, making it the best-performing major market globally. But Lucas and Luna dig into why that rally might be a mirage. They examine the currency dynamics at play — the won strengthening against the dollar — and question whether foreign investors are truly buying into Korean equities or just hedging against a weaker greenback. With the won at 1,300 per dollar and the export-heavy economy facing headwinds, they ask: is this a genuine recovery or a carry-trade illusion? Plus, they explore how the recent Iran deal headlines could further complicate Korea's trade balance and what it means for the KOSPI's sustainability. #SouthKorea #KOSPI #Won #EmergingMarkets #CarryTrade #CurrencyRisk #ExportEconomy #IranDeal #ForeignInvestment #StockMarket #Geopolitics #TradeBalance #DollarWeakness #Macro #Business #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

As the trade-weighted dollar index edges down from its highs, cross-border mergers and acquisitions are seeing a revival. Lucas and Luna examine how the weaker greenback is making US assets cheaper for foreign buyers, with a focus on European and Japanese companies eyeing American targets. They discuss the $190 billion current account deficit, the yen hovering near 160 per dollar, and what a softer dollar means for deal flow in 2026. Specific examples include a look at how Japanese acquirers are using their stronger currency to snap up US tech and industrial firms, and why European private equity is circling undervalued American mid-caps. The hosts also touch on the broader implications for global capital flows and the shifting balance of corporate control. #DollarDip #CrossBorderM&A #CurrencyWars #CorporateFinance #Business #FexingoBusiness #BusinessPodcast #GlobalTrade #MergersAndAcquisitions #WeakerDollar #USAssets #JapaneseAcquirers #EuropeanPE #CurrentAccountDeficit #YenStrength #CapitalFlows #DealFlow2026 #MidCapM&A Keep every episode free: buymeacoffee.com/fexingo

India's IT services sector is quietly reshaping global trade in 2026. With the Bank of Japan hiking rates to 1% and China's economy weakening, multinational corporations are diversifying their tech supply chains. Lucas and Luna examine how Indian IT firms are capturing a larger share of global services exports, the impact of digital services trade on current account balances, and whether this shift is sustainable. Specific data points: India's IT exports hit $200 billion in fiscal 2025-26; the trade-weighted US dollar index at 119.5; and the yen's depreciation to 160 per dollar. A look at why Bangalore is becoming a linchpin in global services trade. #IndianITServices #GlobalTrade #TechSupplyChains #ServicesExports #Bangalore #DigitalTrade #BOJ #YenWeakening #ChinaEconomy #TradeDiversification #CurrentAccount #DollarIndex #FexingoBusiness #BusinessPodcast #InternationalBusiness #CrossBorder #Multinationals #ITOutsourcing Keep every episode free: buymeacoffee.com/fexingo

In this episode, Lucas and Luna explore how Taiwan Semiconductor Manufacturing Company is fundamentally rewriting the geography of chip production. With TSMC's new Arizona fab now shipping 4-nanometer chips to Apple and NVIDIA, the hosts examine what this means for global supply chain resilience, the economics of reshoring, and the delicate balance between efficiency and security. They discuss the $40 billion investment in Phoenix, the talent pipeline challenges, and the ripple effects on South Korea's Samsung and Japan's Rapidus. Drawing on the latest trade data and the strong performance of the Taiwan Weighted Index, the hosts paint a vivid picture of a world where chip sovereignty is the new oil. This episode is a must-listen for anyone tracking the intersection of geopolitics, technology, and global trade. #TaiwanSemiconductor #TSMC #GlobalSupplyChains #ChipManufacturing #Semiconductors #Reshoring #ArizonaFab #Apple #NVIDIA #Samsung #Rapidus #Geopolitics #TradePolicy #Manufacturing #Technology #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

In Episode 53 of International Business with Fexingo, Lucas and Luna explore the accelerating shift from globalized supply chains to regional trade blocs. With the trade-weighted US dollar index at 120.1 and the yen at 160.3 per dollar, trade is rewiring around three major poles: North America, Europe, and Asia. The hosts focus on US-Mexico trade, where Mexico's peso has strengthened 12% against the dollar this year, yet nearshoring continues to surge. They discuss how the US-Mexico-Canada Agreement (USMCA) is driving a 25% increase in regional automotive trade, and how Chinese companies are setting up factories in Mexico to bypass tariffs. Specific data points include Mexico's 4.8% weekly ETF gain (EWW: 78.47) and the broader trend of emerging market ETFs rebounding. The hosts also touch on the Iran peace deal's potential to lower oil prices and reshape Middle East trade routes. The episode provides concrete examples of how companies like Tesla and Foxconn are building supply chains within blocs, and what this means for global investors. #RegionalTradeBlocs #Nearshoring #USMCA #GlobalTrade #EmergingMarkets #Mexico #SuppyChain #Tariffs #China #TradeWar #USDIndex #Manufacturing #Business #Finance #InternationalBusiness #FexingoBusiness #BusinessPodcast #Economics Keep every episode free: buymeacoffee.com/fexingo

As the trade-weighted US dollar index hits 120.1 in June 2026 and geopolitical tensions flare, global trade is quietly shifting from a rules-based multilateral system to a patchwork of regional blocs. Lucas and Luna examine how the US-China tech decoupling, Europe's Carbon Border Adjustment Mechanism, and Southeast Asia's supply chain diversification are creating three distinct trading orbits. They drill into the numbers: EEM is up 3.2% this week, EWY has surged 6.4%, and EWW gained 4.8% — emerging markets are betting on regional self-reliance. The hosts also tie in the Iran deal uncertainty and Meta's AI pivot to show how geopolitical risk and technology competition are accelerating this fragmentation. Episode 52 of International Business with Fexingo. #GlobalTrade #RegionalBlocs #TradeFragmentation #USDIndex #EmergingMarkets #USChinaDecoupling #CBAM #SupplyChainDiversification #EEM #EWY #EWW #GeopoliticalRisk #Tariffs #TechnologyCompetition #AI #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna examine Mexico's emergence as the top nearshoring destination for global manufacturers, with foreign direct investment into the country surging 38% year-over-year to a record $42 billion in 2025. They focus on the specific case of Tesla's massive factory in Nuevo Leon, which ramped production to 500,000 vehicles in Q1 2026, and how this has reshaped supply chains across North America. The hosts discuss why Mexico is beating other nearshoring contenders like Vietnam and India, the role of the USMCA trade deal, and what the weak peso means for corporate profits. They also touch on the broader trend of Chinese companies setting up factories in Mexico to bypass US tariffs, and whether this 'rerouting' trade will invite new trade tensions. Data-driven and on-the-ground, this episode gives listeners a concrete understanding of one of the biggest shifts in global manufacturing since the pandemic. #Mexico #Nearshoring #GlobalManufacturing #Tesla #USMCA #ForeignDirectInvestment #SupplyChain #NuevoLeon #Peso #Tariffs #CrossBorderTrade #Business #FexingoBusiness #BusinessPodcast #InternationalBusiness #Manufacturing #Trade #Reshoring Keep every episode free: buymeacoffee.com/fexingo

Episode 50 of International Business with Fexingo examines a subtle but significant shift: the Chinese renminbi is slowly displacing the US dollar in trade invoicing and settlement, especially with resource-exporting nations. Lucas and Luna break down new data showing that renminbi-denominated trade has grown to cover 6.5% of global payments, up from under 2% five years ago. They explore why Russia, Brazil, and Saudi Arabia are increasingly accepting yuan for oil, soy, and iron ore—and what that means for dollar hegemony. The conversation is grounded in real numbers, including China's 35% export surge in 2026 and the trade-weighted dollar index hovering at 120.1, and draws on recent moves like the Saudi acceptance of yuan for oil purchases. A focused, data-driven look at a quiet revolution in cross-border payments that most business listeners haven't noticed yet. #Renminbi #DeDollarization #GlobalTrade #ChinaTrade #CrossBorderPayments #Yuan #USDDominance #OilTrade #SaudiArabia #Russia #Brazil #SWIFT #TradeFinance #Business #InternationalBusiness #FexingoBusiness #BusinessPodcast #CurrencyWars Keep every episode free: buymeacoffee.com/fexingo

In this episode of International Business with Fexingo, Lucas and Luna dive into the dollar's continued dominance in global payments, despite rising de-dollarization efforts. They discuss the latest SWIFT data showing the dollar's share of international payments holding above 48 percent, while the euro and yuan struggle to gain ground. The hosts explore the structural reasons—deep bond markets, energy pricing, and trade invoicing inertia—that keep the dollar on top, and why recent bilateral deals between India and Russia or China and Brazil haven't shifted the needle much. With the trade-weighted dollar index at 120.1 and emerging market currencies under pressure, the conversation highlights the real-world impact on multinational operations and trade finance. Lucas and Luna also touch on how the strong dollar affects cross-border deal-making and what the Fed's next moves could mean for global liquidity. A focused look at the one currency that still rules international commerce. #DollarDominance #GlobalPayments #SWIFT #DeDollarization #TradeFinance #StrongDollar #EmergingMarkets #CurrencyWars #CentralBanks #USDIndex #InternationalTrade #CrossBorderPayments #Business #Finance #Economics #FexingoBusiness #BusinessPodcast #GlobalTrade Keep every episode free: buymeacoffee.com/fexingo

On June 12, 2026, SpaceX debuted on the Nasdaq with a market cap exceeding $2 trillion, making Elon Musk the world's first trillionaire. Lucas and Luna explore how this record-breaking IPO is reshaping global capital flows, from institutional investors rebalancing portfolios to emerging market funds seeing outflows as money chases the space giant. They discuss the implications for cross-border investment, the strong dollar, and what SpaceX's success means for future tech listings. Tune in for a deep dive into the biggest IPO in history and its ripple effects on international business. #SpaceX #IPO #ElonMusk #GlobalCapitalFlows #Nasdaq #Trillionaire #CrossBorderInvestment #EmergingMarkets #StrongDollar #TechListings #InstitutionalInvestors #PortfolioRebalancing #FexingoBusiness #BusinessPodcast #InternationalBusiness #SpaceEconomy #CapitalMarkets #IPO2026 Keep every episode free: buymeacoffee.com/fexingo

On June 12, 2026, SpaceX is poised for the biggest IPO in history, with a valuation expected to exceed $300 billion. This episode explores how this event is redrawing the map of global capital flows, drawing foreign investors away from emerging market ETFs—which have seen EEM surge 4.5% in a week and EWY jump 13.6%—and into a new space-based growth story. Lucas and Luna discuss how the IPO could deepen the divide between developed and developing markets, as dollars flock to a single U.S. company, and what this means for cross-border investment patterns. #SpaceX #IPO #GlobalCapitalFlows #EmergingMarkets #SpaceEconomy #CapitalMarkets #Business #Finance #CrossBorderInvestment #LiquidityShift #SpaceXIPO #MarketDebuts #USMarkets #GlobalTrade #SpaceIndustry #FexingoBusiness #BusinessPodcast #InternationalBusiness Keep every episode free: buymeacoffee.com/fexingo

As SpaceX prepares for its historic IPO on June 12, 2026, the implications extend far beyond the space industry. In this episode, Lucas and Luna explore how the company's $1.8 trillion valuation and the retail allocation cut to the low 20% range are reshaping cross-border investment patterns. They discuss the broader trend of private capital bypassing traditional public markets, the role of sovereign wealth funds in the SpaceX pre-IPO round, and what this means for emerging market investors seeking exposure to high-growth tech. With the Dollar Index at 120.1 and emerging market ETFs like EEM up 4.5% in the past week, they ask whether SpaceX's listing could become a new anchor for dollar-denominated investment flows away from China and into US frontier tech. The conversation also touches on how the SpaceX IPO is affecting late-stage venture capital globally and what it signals about the future of public listings. #SpaceX #IPO #CapitalFlows #ElonMusk #PrivateMarkets #VentureCapital #SovereignWealthFunds #EmergingMarkets #DollarDominance #TechValuation #InvestmentTrends #FexingoBusiness #BusinessPodcast #GlobalTrade #CrossBorderInvestment #IPOTrends #SpaceEconomy #June2026 Keep every episode free: buymeacoffee.com/fexingo

Episode 45 of International Business with Fexingo examines a surprising shift in global capital flows: foreign direct investment (FDI) is increasingly denominated in yuan, euros, and yen rather than dollars. Lucas walks through new data from the IMF and UNCTAD showing that the dollar's share of cross-border M&A and greenfield project finance has slipped below 70 percent for the first time since 2003. Luna brings up the recent deal between India's Adani Group and Saudi Arabia's PIF, which they structured entirely in rupees and riyals. The conversation drills into one specific case: how a German mid-cap chemical company financed its U.S. factory expansion with a euro-denominated loan from a Chinese bank, bypassing dollar-based trade finance entirely. Lucas explains the mechanics of currency swap lines and how the strong dollar itself is pushing non-dollar players to create alternative liquidity pools. The episode closes with a forward-looking question about whether the dollar's reserve status is truly at risk or if this is just a cyclical adjustment. No clickbait, just a clear-eyed look at a structural change happening now. #ForeignDirectInvestment #FDI #StrongDollar #DeDollarization #CrossBorderM&A #TradeFinance #YuanDenominated #Euro #CurrencySwapLines #AdaniGroup #PIF #IMF #UNCTAD #GlobalCapitalFlows #Business #InternationalTrade #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

This episode of International Business with Fexingo explores how the persistently strong U.S. dollar is reshaping the landscape of cross-border mergers and acquisitions in mid-2026. With the trade-weighted dollar index at 120.1 and the yen at 160.3 per dollar, American acquirers are finding bargains abroad, particularly in Japan and Europe. But the same dynamics are pricing foreign buyers out of U.S. assets and creating currency mismatch risks for companies with dollar-denominated debt. Lucas and Luna break down a specific example: a hypothetical U.S. firm buying a Japanese robotics company, examining how the currency tailwind can reduce purchase price by roughly 30% versus two years ago. They also touch on the dark side—how the strong dollar is straining companies in emerging markets that borrowed in dollars and now face crushing repayment costs, suppressing inbound M&A from those regions. The hosts weigh whether this wave of dollar-driven dealmaking is a once-in-a-decade opportunity or a trap if the dollar reverses. No hot takes, just concrete numbers and real strategic trade-offs. #StrongDollar #CrossBorderM&A #MergersAndAcquisitions #USM&A #YenWeakness #TradeWeightedDollarIndex #DollarDominance #CurrencyRisk #EmergingMarkets #DebtServicing #JapaneseM&A #EuropeanM&A #FexingoBusiness #BusinessPodcast #InternationalBusiness #CorporateFinance #GlobalTrade #June2026 Keep every episode free: buymeacoffee.com/fexingo

Episode 43 of International Business with Fexingo examines how persistent dollar strength is reshaping commodity trade flows for emerging market exporters. Lucas and Luna discuss the recent 5.5 percent drop in the EEM emerging markets ETF, the yen crossing 160 per dollar, and how countries from Brazil to India are rethinking pricing and hedging strategies. The conversation highlights concrete examples like Indian tea exporters shifting to yuan-denominated contracts and Brazilian soy farmers locking in longer hedge tenors. The hosts also touch on the challenge of higher import costs for energy and food, and what the trade-weighted dollar index at 120 means for global commerce. A natural donation segment tied to the value of independent business analysis is included. #CommodityTrade #DollarStrength #EmergingMarkets #EEM #CurrencyRisk #TradeFinance #Yen #Yuan #Brazil #India #Soybeans #Tea #Hedging #Exporters #ImportCosts #BusinessPodcast #FexingoBusiness #InternationalTrade Keep every episode free: buymeacoffee.com/fexingo

China's May wholesale inflation hit a near 4-year high, driven by Iran war-related input costs and the AI boom. How does this feed into global trade dynamics? Lucas and Luna break down the implications: Chinese export prices, the pass-through to consumers, and the ripple effects on emerging market supply chains. With the trade-weighted dollar at 120.1 and the yuan stable at 6.77 per dollar, the episode explores whether China is exporting inflation or absorbing it. A specific look at how rising PPI interacts with the strong dollar and what it means for multinationals sourcing from China. #ChinaPPI #GlobalTrade #Inflation #SupplyChains #AI #IranWar #StrongDollar #EmergingMarkets #WholesaleInflation #TradeFlows #Multinationals #Business #Economics #InternationalBusiness #FexingoBusiness #BusinessPodcast #TradePolicy #InputCosts Keep every episode free: buymeacoffee.com/fexingo

The US dollar hit a 20-year high in June 2026, and emerging markets are feeling the pain. In this episode, Lucas and Luna break down how the trade-weighted dollar index at 120 is squeezing exporters from Brazil to South Korea. They look at specific data: Korea's KOSPI down 14 percent in a week, the EEM ETF losing 6.5 percent, and the widening US trade deficit despite record exports. They explore why a strong dollar makes dollar-denominated debt crushing for developing nations, how commodity exporters like Brazil are caught between lower prices and higher borrowing costs, and what the yuan depreciation means for China's export machine. A focused look at one of the biggest macro forces reshaping global trade right now. #StrongDollar #EmergingMarkets #GlobalTrade #USDEuro #TradeDeficit #Exporters #Korea #Brazil #China #Yuan #Commodities #DebtCrisis #CentralBanks #Business #Finance #FexingoBusiness #BusinessPodcast #TradeFinance Keep every episode free: buymeacoffee.com/fexingo

China's exports to the U.S. jumped 35% in May 2026, the fastest growth in five years. Lucas and Luna unpack what's driving the surge: a tech export boom in semiconductors and solar, front-loading ahead of potential tariff hikes, and the weak yuan. They discuss how this reshapes supply chains, pressures emerging markets, and raises questions about the future of trade flows. Plus, a look at the data: emerging market ETFs bleeding capital while China's exports soar. #ChinaExports #GlobalTrade #SupplyChain #TradeWar #Yuan #Tariffs #Semiconductors #Solar #EmergingMarkets #EEM #FXI #USChina #ExportBoom #TradeBalance #Business #FexingoBusiness #BusinessPodcast #InternationalBusiness Keep every episode free: buymeacoffee.com/fexingo

As of June 8, 2026, emerging market ETFs are experiencing dramatic outflows. The iShares MSCI Emerging Markets ETF (EEM) is down 6.8% in five days, while the Korea ETF (EWY) plunged 13%. Lucas and Luna explore why capital is fleeing these markets, examining the strength of the US dollar, rising US Treasury yields, and geopolitical concerns. They discuss how the strong dollar is tightening financial conditions in developing economies, making dollar-denominated debt more expensive and pressuring local currencies. The hosts also touch on the potential for a debt crisis in nations with high dollar exposure. This episode provides concrete data and context for understanding the current EM selloff, offering listeners a clear takeaway on the mechanics driving the capital flight. #EmergingMarkets #ETF #CapitalFlight #StrongDollar #EWY #EEM #USYield #Geopolitics #DollarDenominatedDebt #KoreanWon #TreasuryYields #CurrencyCrisis #FexingoBusiness #BusinessPodcast #InternationalBusiness #Trade #Finance #Macro Keep every episode free: buymeacoffee.com/fexingo

South Korea's Kospi index plunged 7% on June 8, 2026, as foreign investors continued a massive selloff that has seen billions of dollars exit Korean equities this year. Lucas and Luna unpack the paradox: a record-breaking rally in Korean stocks coexisting with relentless foreign divestment. They trace the story to three structural shifts—the yen carry trade unwind, China's economic slowdown, and Korea's semiconductor cycle—and explain why local retail investors are buying what foreigners are selling. Specific data points include the Kospi's single-day drop, the 19.2% weekly decline in the EWY ETF, and the won's trajectory against the dollar. The episode drills into one concrete question: is this a buying opportunity or a warning sign for global trade? #SouthKorea #Kospi #ForeignInvestors #EWY #YenCarryTrade #SemiconductorCycle #ChinaSlowdown #KoreanWon #EmergingMarkets #TradeFinance #GlobalTrade #SupplyChains #Business #Finance #InternationalBusiness #FexingoBusiness #BusinessPodcast #MarketSelloff Keep every episode free: buymeacoffee.com/fexingo

In this episode, Lucas and Luna examine how the recent 19.2% drop in South Korean won-denominated assets (EWY) and broader emerging market currency weakness are reshaping commodity purchase agreements. They focus on the shift from dollar-denominated contracts to local-currency pricing in copper and soy markets, and how Brazilian and Indonesian exporters are now negotiating payment in yuan and rupees. The hosts discuss the mechanics of 'price to be fixed' clauses and how this trend is accelerating as US dollar strength strains trade finance. A concrete look at how currency volatility is redesigning global trade contracts. #CommodityTrade #EmergingMarkets #CurrencyCrisis #SouthKorea #Brazil #Indonesia #YuanTrade #RupeeTrade #DollarDominance #TradeFinance #Copper #Soybeans #EWY #EWZ #Business #FexingoBusiness #BusinessPodcast #GlobalTrade Keep every episode free: buymeacoffee.com/fexingo

Episode 36 of International Business with Fexingo: Lucas and Luna examine how South Korean companies are bypassing the US dollar in trade finance, using won-denominated contracts and direct swaps with trading partners. With Korea's EWZ ETF down 19.2% in a week amid Iran war fears, the hosts drill into a specific shift: the Korea Exchange's new dollar-won futures market launched in April 2026, which saw $4.2 billion in notional volume in its first month. They discuss how Samsung and Hyundai are now settling parts of their China and Southeast Asia trade in won and yuan, and what this means for the dollar's role as the world's reserve currency. Luna pushes back with data showing the dollar's share of SWIFT payments remains above 85%, while Lucas argues that the margin matters more than the average. A detailed look at one country's quiet efforts to decouple from dollar-denominated trade. #SouthKorea #TradeFinance #DeDollarization #Won #Yuan #KoreaExchange #Samsung #Hyundai #EWZ #SWIFT #DollarDominance #CurrencySwaps #SupplyChains #AsiaTrade #Business #FexingoBusiness #BusinessPodcast #InternationalTrade Keep every episode free: buymeacoffee.com/fexingo

The US dollar index hovers near 119 and emerging market currencies are reeling — South Korea's won has plunged 19 percent in a week, and the iShares MSCI Emerging Markets ETF is down nearly 8 percent. Lucas and Luna explore how dollar-denominated trade credit is becoming prohibitively expensive for importers in Asia and Latin America, squeezing working capital and forcing companies to rethink supply chain financing. With the trade-weighted dollar at multi-decade highs and US import demand still robust, the episode examines specific pain points: Korean auto parts makers facing margin compression, Indian textile exporters scrambling for rupee-based letters of credit, and the quiet rise of yuan-denominated trade settlement as an alternative. A concrete look at how currency mismatches ripple through global commerce. #StrongDollar #EmergingMarkets #TradeFinance #CurrencyRisk #SouthKoreaWon #DollarIndex #SupplyChain #WorkingCapital #YuanTrade #Importers #Exporters #Business #GlobalTrade #FexingoBusiness #BusinessPodcast #InternationalBusiness #Finance #Economics Keep every episode free: buymeacoffee.com/fexingo

Global trade finance runs on paper. A single cross-border transaction can generate 36 physical documents, from bills of lading to letters of credit, taking weeks to courier between banks, customs brokers, and freight forwarders. But a quiet regulatory shift in 2025 — the UK's Electronic Trade Documents Act and its adoption by Singapore, Japan, and now the UAE — is finally making digital documents legally equivalent to paper. Lucas and Luna unpack how this change could unlock an estimated $5 billion in trapped working capital globally, using the real example of a mid-sized Indian textile exporter that slashed its letter-of-credit turnaround from 12 days to 48 hours. They also discuss why the US has been slow to adopt similar legislation and what the recent Nasdaq sell-off and surging yen mean for trade finance flows. This is the infrastructure story behind the headlines. #DigitalTradeDocuments #TradeFinance #WorkingCapital #ElectronicTradeDocumentsAct #ETDA #SupplyChain #India #TextileExports #LetterOfCredit #Blockchain #Singapore #Japan #UAE #Nasdaq #Yen #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna unpack the European Union's new carbon levy on maritime shipping, set to take effect in 2026, and how it's already reconfiguring global trade routes and costs. They examine a specific case: how Maersk is rerouting vessels through non-EU hubs to avoid the tax, and why this shifts the competitive landscape for Asian exporters, especially in electronics and apparel. The hosts break down the numbers — a $150 per container surcharge on EU-bound cargo — and explore what it means for supply chains, trade finance, and the future of global logistics. They also consider the unintended consequences, from increased emissions from longer routes to the rise of 'carbon loophole' ports in North Africa and the Middle East. A focused look at how a single regulation is rewriting the economics of international trade. #CarbonTax #MaritimeShipping #EUTradePolicy #SupplyChains #Maersk #GlobalTrade #Logistics #TradeFinance #Emissions #Sustainability #InternationalBusiness #Business #Podcast #FexingoBusiness #BusinessPodcast #Economics #TradeRoutes #Regulation Keep every episode free: buymeacoffee.com/fexingo

Episode 32 of International Business with Fexingo examines India's push for rupee-denominated trade settlements. Lucas and Luna break down the Reserve Bank of India's mechanism, why it matters for importers of Russian oil and exporters of pharmaceuticals, and how the numbers stack up—India's trade deficit with China, the rupee's stability versus the yuan, and the real-world traction so far. They also explore whether this is a genuine de-dollarization move or a pragmatic hedge. Plus, a brief, sincere moment about why the show stays ad-free and how listeners can support that choice. No hot takes, just sharp analysis on a quiet revolution in cross-border payments. #IndiaTrade #RupeeTrade #DeDollarization #ReserveBankOfIndia #InternationalBusiness #TradeFinance #EmergingMarkets #Rupee #GlobalTrade #CrossBorderPayments #OilTrade #PharmaExports #ChinaTrade #Currency #BusinessPodcast #Podcast #FexingoBusiness #Business Keep every episode free: buymeacoffee.com/fexingo

Episode 31 of International Business with Fexingo examines how European regulators are restructuring trade finance rules in the wake of 2025's commodity market disruptions. Lucas and Luna break down the shift from short-term bank letters of credit to longer-duration digital instruments, the role of distributed ledger pilots in Rotterdam and Singapore, and what the new capital requirements mean for multinational supply chains. They reference current data including the trade-weighted dollar index at 118.9 and the euro hovering near parity at $1.17. A close look at one specific regulatory change — the European Banking Authority's updated treatment of trade credit under Basel III endgame — and how it's already reshaping deal terms in agricultural and metals trading. #TradeFinance #BaselIII #Europe #Commodities #Regulation #SupplyChains #LettersOfCredit #DigitalTrade #EBA #Rotterdam #Singapore #InternationalTrade #Business #Finance #FexingoBusiness #BusinessPodcast #GlobalTrade #TradeRules Keep every episode free: buymeacoffee.com/fexingo

In this episode of International Business with Fexingo, Lucas and Luna examine how the persistent strength of the US dollar—currently at 119 on the trade-weighted index—is forcing multinational corporations to rethink their supply chain strategies. We drill into a concrete case: how a mid-sized German automotive parts supplier, Schaeffler, is shifting production from China to Mexico to reduce dollar-cost exposure and maintain margins. We also look at why emerging market ETFs like EEM are up nearly 2% over five days despite a stronger dollar, and what that tells us about capital flows. Lucas and Luna discuss the mechanics of dollar-denominated procurement, the impact on trade finance, and whether the dollar's dominance is creating a new era of regionalization. This is episode 30 of International Business with Fexingo—global trade, cross-border deals, and multinational operations. #StrongDollar #SupplyChains #InternationalBusiness #GlobalTrade #USCurrency #EmergingMarkets #EEM #Schaeffler #MexicoManufacturing #ChinaTrade #DollarDominance #TradeFinance #Business #Finance #FexingoBusiness #BusinessPodcast #GlobalEconomy #CurrencyRisk Keep every episode free: buymeacoffee.com/fexingo

On this episode of International Business with Fexingo, Lucas and Luna examine how Taiwan's semiconductor supply chain dominance is rewriting global trade patterns. With the Taiwan stock index ETF (EWT) surging 4.5% in the past five days, they unpack the structural factors behind the move—from advanced packaging bottlenecks to the reshoring calculus in the US and Europe. The conversation drills into one specific number: the compound annual growth rate of Taiwan's semiconductor exports over the past five years, and what it means for multinationals that depend on a single island for critical chips. Lucas explains why the trade data masks a deeper concentration risk, while Luna questions whether the recent rally is sustainable amid geopolitical headwinds. No hot takes—just concrete analysis of a market that quietly touches every device you use. #TaiwanSemiconductors #ChipTrade #GlobalSupplyChains #EWT #TSMC #SemiconductorExports #AdvancedPackaging #ChipShortage #TradeConcentration #Reshoring #GeopoliticalRisk #InternationalBusiness #Business #Finance #SupplyChainRisk #FexingoBusiness #BusinessPodcast #CrossBorderTrade Keep every episode free: buymeacoffee.com/fexingo

On June 3, 2026, the U.S. proposed fresh tariffs on 60 economies over forced labor trade practices. Lucas and Luna unpack how this sweeping move — far broader than previous targeted actions — could reroute global supply chains, reshape sourcing strategies for multinationals, and create new winners and losers in emerging markets. They examine the specifics: which sectors are most exposed, how the tariffs interact with existing trade tensions, and what companies are already adjusting. Drawing on recent trade balance data and currency movements, the episode grounds the policy shift in real trade flows. Lucas draws a parallel to the 2021 Uyghur Forced Labor Prevention Act but notes the scale is unprecedented. Luna flags the impact on industries from electronics to apparel. A focused, data-driven look at a trade policy that could define the rest of 2026. #ForcedLaborTariffs #USTradePolicy #GlobalSupplyChains #TradeWar #Tariffs #EmergingMarkets #SourcingStrategy #MultinationalOperations #InternationalBusiness #TradeBalance #USDollar #Yen #Electronics #Apparel #Business #TradeFinance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

Episode 27 of International Business with Fexingo - Lucas and Luna explore how the collapse of the yen carry trade is fundamentally rewiring global trade finance. They anchor on the recent 7.3% surge in South Korea's EWY ETF and the yen crossing 159 per dollar. With data showing the trade-weighted dollar index dropping to 118.9, they analyze how Japanese investors withdrawing from Brazilian and Mexican bonds is squeezing emerging market liquidity. The hosts explain why this isn't just a repeat of August 2025 but a structural shift, and what it means for multinational supply chains. Specific focus on the $60 billion US trade deficit and how companies from Toyota to Tesla are recalculating currency risk. #YenCarryTrade #GlobalTrade #EmergingMarkets #CurrencyRisk #SupplyChains #EWY #Japan #Brazil #Mexico #TradeFinance #USDeficit #Multinationals #FX #CentralBanks #Business #InternationalBusiness #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

Episode 26 of International Business with Fexingo: Lucas and Luna examine how the yen's prolonged weakness—now at 159 to the dollar—is forcing Japanese automakers to rethink decades-old supply chains. With Toyota and Honda shifting production back to Japan while Korean rivals like Hyundai gain cost advantages, the episode drills into specific plant announcements, currency hedging strategies, and what the 8% surge in Korea's ETF tells us about the realignment. Lucas brings a concrete example: Toyota's decision to consolidate North American engine production in Alabama, a move that only makes sense when yen-denominated costs are 30% cheaper than three years ago. Luna challenges whether this is durable or just a short-term arbitrage. The hosts also touch on the yen carry trade's collapse and how it's changing trade finance across Asia. Includes listener-supported donation segment. #Yen #JapanAuto #Toyota #Honda #Hyundai #SupplyChains #Currency #CarryTrade #AsiaTrade #AutoIndustry #ETFs #Korea #Japan #TradeFinance #Business #GlobalTrade #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna examine how Japan's persistent yen weakness is forcing automakers and parts suppliers across Asia to rethink decades-old supply chains. With the yen at 159 per dollar and the trade-weighted dollar index still elevated, the episode drills into a specific number: Toyota's 2025 operating profit, which hit a record 5.3 trillion yen—roughly 35 billion dollars—but is now under pressure as the yen's decline fuels input cost inflation for Japanese manufacturers while benefiting South Korean rivals like Hyundai and Kia. The hosts explore how Thailand, a hub for Japanese auto assembly, is seeing shifting investment flows, and whether the yen's slide could accelerate a broader reconfiguration of Asian trade finance. #Yen #AutoSupplyChains #Toyota #Hyundai #Thailand #Japan #CurrencyWars #GlobalTrade #SupplyChain #TradeFinance #Business #Finance #FexingoBusiness #BusinessPodcast #InternationalBusiness #Asia #Manufacturing #Trade Keep every episode free: buymeacoffee.com/fexingo

Episode 24 of International Business with Fexingo. Lucas and Luna unpack how the yen's slide to a 34-year low is forcing Japanese manufacturers to rethink decades-old supply chain strategies. They look at Toyota's decision to move more production back to Japan, the rise of yen-denominated trade finance in Southeast Asia, and what the 13 percent surge in the Korea ETF (EWY) tells us about the shifting competitive landscape. With the trade-weighted dollar index at 119.3 and the yuan weakening to 6.79 per dollar, the hosts ask: is the era of the 'cheap yen' permanently reshaping who makes what, and where? #JapaneseYen #SupplyChains #Toyota #AsianTrade #EWY #CurrencyWar #YenSlide #TradeFinance #Manufacturing #SoutheastAsia #GlobalTrade #FexingoBusiness #BusinessPodcast #InternationalBusiness #LucasAndLuna #CurrencyImpact #ExportCompetitiveness #AsiaMarkets Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna explore how mobile money platforms across sub-Saharan Africa are reshaping trade finance for small and medium enterprises. With regional data showing a 40 percent increase in cross-border mobile transactions since 2024, they focus on the M-Pesa network's expansion into trade credit and how it bypasses traditional correspondent banking bottlenecks. The conversation touches on the link between mobile money adoption and the recent surge in emerging market ETFs, particularly the EEM up 4.1 percent over the past week. Lucas contrasts the structural inefficiencies of legacy trade finance with the speed and lower cost of mobile-based letters of credit. Luna questions scale and fraud risks, citing real default rates. They close on the implications for global supply chains and the potential for mobile money to become a standard trade settlement layer in lower-income markets. #MobileMoney #TradeFinance #Africa #M-Pesa #Fintech #EmergingMarkets #EEM #SupplyChain #SME #CrossBorder #Inclusion #Safaricom #DigitalPayments #BusinessPodcast #FexingoBusiness #InternationalBusiness #Finance #Technology Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna explore the quietly resurgent yuan carry trade, where investors borrow Chinese renminbi at low rates to fund higher-yielding bets in emerging markets like India and Brazil. They anchor the discussion in a specific trade: a hedge fund borrowing yuan at 2.8 percent to buy Indian government bonds yielding 7 percent, netting roughly 4.2 percent after hedging costs. They examine how China's controlled currency and falling domestic rates have made the yuan an attractive funding currency, even as Beijing tries to limit capital outflows. Data from May 2026 shows the renminbi has depreciated 1.5 percent against the dollar this year, while emerging-market bond inflows have surged. The hosts also touch on how the trade compares to the classic yen carry trade and what could unwind it—including a sudden yuan appreciation or tighter Chinese capital controls. A concise, data-rich episode for global macro and trade finance enthusiasts. #YuanCarryTrade #Renminbi #GlobalTrade #EmergingMarkets #ChinaEconomy #CarryTrade #CurrencyStrategy #CapitalFlows #IndiaBonds #BrazilRates #HedgeFunds #CrossBorderFinance #PBOC #FXMarkets #Business #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

In this episode, Lucas and Luna dive into the recent CNBC headline about the NASA ETF turning SpaceX IPO access into a $2.6 billion retail trade in just two months. They explore how the ETF structure allows retail investors to get exposure to pre-IPO companies like SpaceX, the implications for traditional venture capital, and what this means for cross-border investment flows. With the S&P 500 at 7,580 and emerging markets showing mixed signals, they discuss whether this democratization of private markets is a lasting trend or a speculative bubble. Lucas provides the data: the NASA ETF has grown from $300 million to over $3 billion in assets since its launch in early 2026, fueled by SpaceX's highly anticipated IPO. Luna questions whether retail investors truly understand the risks of private company valuation. The conversation ties into broader shifts in global capital markets, where retail investors are increasingly bypassing traditional gatekeepers. They also touch on the donation segment, reminding listeners that listener support keeps the show ad-free. #SpaceX #NASAETF #IPO #RetailInvesting #PrivateMarkets #Democratization #VentureCapital #SpaceEconomy #ElonMusk #ETFs #CapitalMarkets #CrossBorderInvesting #Business #Finance #FexingoBusiness #BusinessPodcast #GlobalTrade #InvestmentTrends Keep every episode free: buymeacoffee.com/fexingo

Episode 20 of International Business with Fexingo examines how the yen's collapse to 159 per dollar is upending trade finance across Asia. Lucas and Luna break down why Japanese exporters are hoarding cash, how Korean chipmakers benefit from a weaker won, and what the 13% surge in the Korea ETF tells us about cross-border capital flows. They also explore the ripple effects on Singapore's trade hub status and the rise of yuan-denominated lending. Specific data points include the yen at 159.2 per dollar, the trade-weighted dollar index at 119.3, and a 13.1% 5-day gain for EWY. A must-listen for anyone tracking Asian supply chains and currency dynamics. #Yen #CarryTrade #TradeFinance #Asia #Korea #Japan #Currency #SupplyChain #Business #Finance #Podcast #InternationalBusiness #FexingoBusiness #BusinessPodcast #GlobalTrade #EWY #Yuan #Singapore Keep every episode free: buymeacoffee.com/fexingo

A new US bill targeting Chinese-owned automakers could ban Mercedes-Benz from the American market because of a Chinese shareholder. Lucas and Luna break down the proposed legislation, how a 9.7% stake triggers a national security review, and what this means for global supply chains and foreign investment in the US. They tie in the latest trade deficit data and the strong dollar to show why this bill is a bellwether for broader de-globalization. If you follow cross-border deals or trade policy, this episode gives you the concrete angle you need. #MercedesBenz #USChinaTrade #ForeignInvestment #NationalSecurity #AutoIndustry #SupplyChain #TradeDeficit #DeGlobalization #Business #InternationalBusiness #TradePolicy #ChineseOwnership #WMotors #Geely #CrossBorderDeals #FexingoBusiness #BusinessPodcast #GlobalTrade Keep every episode free: buymeacoffee.com/fexingo

The euro has been hovering near parity with the dollar for weeks, and that's quietly changing the economics of European exports, U.S. corporate earnings, and cross-border dealmaking. Lucas and Luna break down why a one-to-one exchange rate matters more than most investors realize—using real examples from aerospace, luxury goods, and German manufacturing. They also examine how the European Central Bank's rate decisions are amplifying the effect, and what it means for your portfolio if you hold international stocks or ETFs. Plus, a candid moment on why this show stays ad-free and how listener support keeps it that way. #EuroDollarParity #EuropeanExports #LuxuryGoods #Aerospace #GermanManufacturing #ECB #Dollar #ExchangeRate #InternationalTrade #CrossBorderDeals #ETFs #PortfolioStrategy #Business #Finance #TradePolicy #FexingoBusiness #BusinessPodcast #GlobalTrade Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna unpack the quiet death of the yen carry trade in 2026. For decades, traders borrowed cheaply in Japan to chase yield abroad. But with the Bank of Japan finally raising rates and the yen at 159 per dollar, the old math no longer works. They walk through the numbers: the cost of hedging is up, implied volatility has spiked, and the trade that once returned 4 to 5 percent annually is now barely break-even. They also look at who is getting squeezed — retail traders in Tokyo, emerging-market funds that used yen financing, and even some regional banks in Asia. This episode ties together the yen's recent moves, the BOJ's policy shift, and what it means for global capital flows. #YenCarryTrade #BankOfJapan #CurrencyMarkets #CarryTradeUnwind #JapanEconomy #USDJPY #EmergingMarkets #CapitalFlows #HedgeFunds #RetailTraders #InterestRates #FXHedging #GlobalMacro #Business #FexingoBusiness #BusinessPodcast #InternationalBusiness #CrossBorderInvesting Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna examine how Taiwan has become a critical hub for trade finance amid rising geopolitical tensions. They discuss the island's role in the US-China tech war, the surge in semiconductor supply chain financing, and why the Taiwan dollar is strengthening despite export headwinds. The conversation also covers the impact of recent oil price spikes on shipping costs and the Fed's inflation fight. With the Taiwan ETF up 12% in five days, the hosts explore what this tells us about the realignment of global trade flows. #Taiwan #TradeFinance #Semiconductors #Geopolitics #TSMC #SupplyChain #Fed #Inflation #OilPrices #TaiwanDollar #Exports #ShippingCosts #USChinaTradeWar #Business #Podcast #FexingoBusiness #GlobalTrade #CrossBorderFinance Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna examine the quiet revolution in Latin American cross-border payments, where startups and central banks are bypassing the SWIFT system to send money faster and cheaper. They discuss Real-Time Gross Settlement integration between Brazil and Argentina, Pix's expansion into Uruguay, and what Chile's new instant payment law means for remittance costs. The hosts reference recent data showing a 2.8% weekly gain in the VWO emerging-market ETF and a 1.6% bump in the EWZ Brazil-specific fund, arguing that payment infrastructure—not just commodity prices—is drawing capital back to the region. They also touch on how the strong dollar is making these innovations more urgent for Latin American businesses. The episode closes with a subtle call to support the show's ad-free production. #LatinAmerica #Fintech #CrossBorderPayments #Pix #Brazil #Argentina #Chile #Uruguay #RealTimeGrossSettlement #SWIFT #Remittances #EmergingMarkets #StrongDollar #Business #InternationalBusiness #FexingoBusiness #BusinessPodcast #GlobalTrade Keep every episode free: buymeacoffee.com/fexingo

Taiwan and South Korea are both semiconductor powerhouses, but their stock markets are moving in opposite directions. While Taiwan's EWT ETF is up nearly 14% in a week, South Korea's EWY has surged over 15%. Lucas and Luna drill into why Korean chipmakers like SK Hynix are outperforming, hitting a $1 trillion valuation amid the AI boom, while China's FXI ETF is down 1.5%. They explore the structural divergence: Korea benefits from HBM memory demand, Taiwan leans on foundry logic, and geopolitics scrambles the old correlations. The conversation also touches on the strong dollar, the yuan's slight dip, and what it means for multinational supply chains. A concrete look at how AI is rewriting the map of global semiconductor finance. #SouthKorea #SKHynix #Semiconductors #AI #Taiwan #KoreaETF #TaiwanETF #EWY #EWT #FXI #Chips #HBM #MemoryChips #Foundry #Geopolitics #SupplyChains #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

South Korea's EWY ETF surged 14.3% in the past week, while Taiwan's EWT jumped 13.5%. Lucas and Luna unpack what's driving the rally: a structural shift in semiconductor supply chains away from China, the memory-chip boom led by Micron hitting a trillion-dollar market cap, and the strong dollar reshaping trade finance. They drill into specific data—Korea's export numbers, the yuan weakening past 6.8 per dollar, and the US trade deficit widening to $60 billion—to explain why investors are betting on Korean and Taiwanese manufacturers. This isn't just a risk-on trade; it's a realignment of global production lines. #SouthKorea #Taiwan #Semiconductors #SupplyChain #Micron #EWY #EWT #FXI #StrongDollar #TradeDeficit #MemoryChips #KoreaETF #TaiwanETF #GlobalTrade #EmergingMarkets #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna dig into the latest US trade balance data — a widening deficit to over $60 billion in March 2026 — and explore what it really means for global supply chains and multinational operations. They connect the strong dollar index at 119.3 and a yuan at 6.81 per dollar to a structural shift: US imports remain high while exports grow slowly, and the dollar's strength is squeezing emerging markets differently. The conversation touches on Taiwan's surging EWT ETF (+5.5% in five days), the impact on companies like Apple and Tesla, and why the trade deficit isn't just a statistic but a signal for where cross-border deals and investments are heading. No alarmism — just a specific, data-driven look at how trade flows are reshaping business strategy in mid-2026. #USTradeDeficit #StrongDollar #GlobalSupplyChains #CrossBorderTrade #MultinationalOperations #TradeBalance #EmergingMarkets #Taiwan #Apple #Tesla #Yuan #DollarIndex #TradeData #BusinessPodcast #FexingoBusiness #InternationalTrade #SupplyChainShift #EconomicIndicator Keep every episode free: buymeacoffee.com/fexingo