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
  • How India ETFs Are Defying the Global Selloff in June 2026

    How India ETFs Are Defying the Global Selloff in June 2026
    2026/06/06
    While most emerging market ETFs are getting hammered this week — South Korea's EWY down 19 percent, Taiwan's EWT falling 7.8 percent — India's INDA has dropped only 1.4 percent. Lucas and Luna dig into why Indian equities are holding up. They look at India's domestic-demand-driven economy, its insulation from the Iran-driven energy shock, and the steady flow of foreign portfolio investment despite global risk-off. They also examine the trade-off: India's export sectors aren't booming like Korea's tech or Taiwan's semiconductors, but that weakness is now a strength. With the S&P 500 down 2.8 percent and the Nasdaq off 5.1 percent, the question is whether India's resilience is a buying opportunity or a warning that its premium valuation is about to compress. Specific data points include the trade-weighted dollar index at 118.9, the yuan at 6.77 per dollar, and the yen at 159.2. #India #EmergingMarkets #INDA #GlobalSelloff #IranWar #EnergyShock #DollarIndex #TradeFlows #Equities #PortfolioFlows #DomesticDemand #Valuation #Resilience #Economics #FexingoBusiness #BusinessPodcast #GlobalEconomy #MarketDiversification Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • How Taiwan Semiconductor ETFs Are Falling Despite Rising Earnings

    How Taiwan Semiconductor ETFs Are Falling Despite Rising Earnings
    2026/06/06
    Taiwan Semiconductor Manufacturing Company reported strong earnings growth in early 2026, yet Taiwan-focused ETFs like EWT have dropped nearly 8% in the past five trading days. Lucas and Luna unpack the disconnect, examining how geopolitical risk from escalating US-Iran tensions and a broader tech selloff are overwhelming solid fundamentals. They drill into the specific numbers: TSMC's revenue up over 20% year-over-year, but EWT down 7.8% in a week. The hosts also touch on the ripple effects for global supply chains and semiconductor stocks, and what this means for investors watching the Taiwan play. A tight, data-driven look at why good earnings don't always save a stock. #TaiwanSemiconductor #TSMC #EWT #SemiconductorETFs #GeopoliticalRisk #Taiwan #GlobalSupplyChains #TechSelloff #EarningsDisconnect #EmergingMarkets #ETFs #Investing #Economics #StockMarket #Finance #FexingoBusiness #BusinessPodcast #GlobalEconomy Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • How Taiwan Semiconductor ETFs Are Falling Despite Rising Earnings

    How Taiwan Semiconductor ETFs Are Falling Despite Rising Earnings
    2026/06/05
    Taiwan Semiconductor (TSMC) just reported record May revenue, yet Taiwan ETFs like EWT are down nearly 7% in the past five days. Lucas and Luna dig into the disconnect—why a company with dominant market share in advanced chips, strong pricing power, and a strategic position in the AI supply chain is seeing its stock and ETF slide. They trace the pressure to three forces: US-China tariff escalation that threatens Taiwan's role in global supply chains, rising geopolitical risk as the Iran conflict draws in more players, and a broader rotation out of emerging markets into safer assets. The hosts also connect it to the broader narrative of the 'Taiwan tax'—the discount investors demand for holding assets exposed to potential conflict. Specific data points include the EWT's 6.7% weekly drop versus the S&P 500's modest 1.9% decline, and the trade-weighted dollar index easing slightly to 118.9. This episode offers a concrete case study in how macro risk can overwhelm micro fundamentals. #TaiwanSemiconductor #TSMC #EWT #TaiwanETF #Semiconductor #AI #SupplyChain #GeopoliticalRisk #Tariffs #USChinaTrade #EmergingMarkets #DollarIndex #MacroRisk #MicroFundamentals #FexingoBusiness #BusinessPodcast #Economics #GlobalEconomy Keep every episode free: buymeacoffee.com/fexingo
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    6 分
  • How the US Trade Deficit Is Reshaping Global Currency Markets

    How the US Trade Deficit Is Reshaping Global Currency Markets
    2026/06/05
    In episode 32 of The Global Economy Podcast, Lucas and Luna examine the surprising link between America's widening trade deficit and the dollar's stubborn strength. With the trade-weighted dollar index hovering near 119 and the trade deficit hitting minus $60 billion in March, they explore how a strong dollar actually worsens the trade imbalance—and why this feedback loop matters for emerging markets and multinationals. For reference, they look at the yen's slide past 159 per dollar and the yuan's drift to 6.77, showing how currency misalignment is reshaping global supply chains. Lucas argues the trade deficit is not just a number but a structural force driving currency flows, while Luna questions whether tariffs can reverse the trend. They also touch on the Federal Reserve's limited room to act with inflation still above target. This is a nuanced take for listeners who want to understand the mechanics behind the headlines. #US trade deficit #strong dollar #currency markets #Federal Reserve #emerging markets #yen #yuan #trade weighted dollar index #tariffs #global supply chains #inflation #economics podcast #FexingoBusiness #BusinessPodcast #GlobalEconomy #LucasAndLuna #trade policy #export competitiveness Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • How the ADR Market Is Exposing Hidden China Risk

    How the ADR Market Is Exposing Hidden China Risk
    2026/06/04
    Lucas and Luna dive into the quiet but dramatic shift happening with US-listed Chinese ADRs. With the SEC proposing fresh tariffs on 60 economies over forced labor trade practices and China's yuan weakening, the episode focuses on a specific data point: the 1.3% gain in the FXI China ETF this week masks a deeper divergence. Lucas breaks down how the ADR market is now pricing in political risk that doesn't show up in Hong Kong-listed shares. They discuss what this means for portfolio construction, referencing the trade-weighted dollar index at 118.9 and the yuan at 6.77 per dollar. No broad macro chat — just a concrete case of hidden risk in a popular corner of emerging markets. #ADRs #China #EmergingMarkets #FXI #Yuan #TradePolicy #SEC #Tariffs #PoliticalRisk #GlobalEconomy #USChinaTrade #PortfolioConstruction #RiskManagement #HongKong #ForcedLabor #SupplyChains #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    9 分