『The Global Economy Podcast with Fexingo: International Markets, Currencies, and World Trade』のカバーアート

The Global Economy Podcast with Fexingo: International Markets, Currencies, and World Trade

The Global Economy Podcast with Fexingo: International Markets, Currencies, and World Trade

著者： Fexingo
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Lucas and Luna dissect the forces shaping global markets, currencies, and trade flows in this daily show. Each episode is anchored in the current session's data — exchange rates, central-bank decisions, trade balances, and commodity shifts. They examine how the Federal Reserve's rate path interacts with the Bank of Japan's yield-curve control, why the renminbi's managed float matters for emerging-market debt, and what the latest PMI readings from Europe, China, and the US imply for supply chains and inflation. Lucas brings a journalist's precision to the macro headlines, while Luna stresses the real-economy consequences — for exporters, importers, and investors. Together they parse the weekly trade statistics, discuss the politics behind tariff negotiations, and trace capital flows through the world's major financial hubs. The listener is someone who needs to understand not just what the dollar did today but why — and what it means for the next quarter. Can a weaker yen really boost Japan's exports when global demand is softening? Is the euro's recent slide a signal of recession or just a delayed adjustment to monetary policy divergence? Lucas and Luna walk through the numbers, the institutions, and the competing narratives, leaving you with the questions that matter for your own analysis. #GlobalEconomy #InternationalMarkets #Currencies #WorldTrade #FederalReserve #CentralBanking #Forex #TradePolicy #Inflation #SupplyChain #EmergingMarkets #MonetaryPolicy #GDP #Commodities #Business #FexingoBusiness #BusinessPodcast #Economics Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
エピソード
  • How Eurozone Manufacturing PMI Is Bucking Global Weakness

    How Eurozone Manufacturing PMI Is Bucking Global Weakness
    2026/06/08
    While global equity markets are selling off in June 2026, the Eurozone manufacturing sector is showing surprising resilience. Lucas and Luna dive into the latest PMI data, explaining why Germany and France are diverging from the rest of the world, and what this means for currency markets and trade flows. They discuss the role of the Iran conflict, the strong dollar, and the ECB's policy stance in shaping this regional outperformance. Specific data points include the Eurozone composite PMI holding above 50, the German manufacturing PMI at 52.1, and the contrast with the US ISM manufacturing contraction. #Eurozone #ManufacturingPMI #Germany #France #ECB #GlobalEconomy #IranConflict #DollarIndex #TradeFlows #CurrencyMarkets #BusinessCycle #EconomicData #Podcast #FexingoBusiness #BusinessPodcast #Economics #June2026 #Euro Keep every episode free: buymeacoffee.com/fexingo
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    9 分
  • How the Gulf Conflict Is Reshaping Global Trade Routes

    How the Gulf Conflict Is Reshaping Global Trade Routes
    2026/06/07
    This episode examines how escalating conflict between the US and Iran is rerouting global shipping lanes and upending supply chains that were already fragile. Lucas and Luna break down why the VGK Europe ETF is outperforming emerging markets by 12 percentage points this week, what the sharp drop in South Korea's EWY ETF tells us about export-dependent economies, and how the trade-weighted dollar index at 118.9 is masking deeper currency shifts. They also discuss the US proposed tariffs on 60 economies and what that means for forced labor trade practices. The episode focuses on one concrete case: how container shipping rates have tripled on the Asia-to-Mediterranean route since April, and which industries are most exposed. #GlobalTrade #ShippingRoutes #IranConflict #EWY #VGK #USChinaTrade #SupplyChain #DollarIndex #Tariffs #ForcedLabor #EmergingMarkets #ContainerShipping #Geopolitics #Economics #WorldTrade #FexingoBusiness #BusinessPodcast #GlobalEconomy Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • How Brazil ETFs Are Falling Despite a Strong Real

    How Brazil ETFs Are Falling Despite a Strong Real
    2026/06/07
    In this episode of The Global Economy Podcast, Lucas and Luna examine a puzzling divergence in emerging markets: while Brazil's currency, the real, has strengthened against the dollar, the iShares MSCI Brazil ETF (EWZ) has dropped nearly 5 percent in the past week. They unpack the specific forces driving this—from commodity price cycles to domestic political risk and the unwinding of carry trades. Drawing on June 2026 data, including the trade-weighted dollar index at 118.9 and the real's resilience amid global uncertainty, they explain why currency strength alone doesn't translate into equity returns. The hosts contrast Brazil's situation with other emerging markets like South Korea and Taiwan, which have seen even steeper ETF declines. They also touch on how U.S. tariff proposals and geopolitical tensions in Iran are reshaping capital flows. Listeners will walk away with a concrete framework for evaluating emerging-market ETFs beyond headline currency moves. #Brazil #EmergingMarkets #EWZ #BrazilReal #CurrencyMarkets #CarryTrade #Commodities #Geopolitics #GlobalTrade #Tariffs #IranWar #SouthKorea #Taiwan #DollarIndex #CapitalFlows #Economics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    8 分
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