『The Trade Deficit Podcast with Fexingo: Imports, Exports, and Balance of Payments』のカバーアート

The Trade Deficit Podcast with Fexingo: Imports, Exports, and Balance of Payments

The Trade Deficit Podcast with Fexingo: Imports, Exports, and Balance of Payments

著者： Fexingo
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The Trade Deficit Podcast with Fexingo cuts through the noise of international trade data to examine what real import, export, and balance-of-payments figures mean for businesses and investors. Each episode, Lucas and Luna start with the latest trade releases from the Bureau of Economic Analysis and the Census Bureau, then trace the ripple effects through supply chains, currency markets, and corporate earnings. Lucas brings a journalist's eye for the story behind the numbers — a widening deficit in advanced technology goods, a surplus in agricultural commodities, or the shifting composition of services trade. Luna, an engaged interlocutor, pushes for the practical implications: how a weaker yen changes a multinational's sourcing strategy, what a surge in capital goods imports signals about domestic investment, or why a nation's current account surplus matters for global bond yields. Together, they connect trade flows to the balance sheets of real companies — from Apple's reliance on Chinese assembly to Caterpillar's exposure to emerging-market infrastructure spending — without resorting to political slogans. This is for the economist, the portfolio manager, and the business strategist who knows that trade data is not just a headline but a leading indicator. How do you read the balance of payments to anticipate the next shift in corporate profits? #TradeDeficit #BalanceOfPayments #ImportsExports #CurrentAccount #TradePolicy #SupplyChain #CurrencyMarkets #FederalReserve #GlobalTrade #EconomicData #Business #FexingoBusiness #BusinessPodcast #Economics #TradeWars #ExportLedGrowth #TariffImpact #TradeStatistics Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
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  • How Container Ships Are Tightening the Trade Deficit

    How Container Ships Are Tightening the Trade Deficit
    2026/06/08
    Episode 38 of The Trade Deficit Podcast with Fexingo explores how a structural shortage of container ships is driving up import costs and widening the US trade deficit. Lucas and Luna break down why freight rates—not tariffs or currency moves—are the hidden pressure on the balance of payments in mid-2026. They cite the latest trade balance data showing a widening deficit to -$60.3 billion and examine how shipping bottlenecks are adding $2,000 to the cost of a container from Asia. With the dollar still strong at 100.1 and tariffs looming on 60 economies, this episode unpacks a little-discussed supply-side factor that could persist even if trade policy shifts. Listeners learn why the cost of moving goods matters as much as the cost of making them. #ContainerShips #TradeDeficit #ShippingCosts #FreightRates #SupplyChain #BalanceOfPayments #Imports #Exports #DollarIndex #Tariffs #GlobalTrade #Economics #TradeDeficitPodcast #FexingoBusiness #BusinessPodcast #LucasAndLuna #PodcastEpisode #June2026 Keep every episode free: buymeacoffee.com/fexingo
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    6 分
  • How Tariff Retaliation Is Reshaping US Export Industries

    How Tariff Retaliation Is Reshaping US Export Industries
    2026/06/07
    The US has proposed sweeping tariffs on 60 economies over forced labor trade practices. But what happens when those economies retaliate? Lucas and Luna examine a specific case: the agriculture sector, where retaliatory tariffs have historically hit hardest. They look at the 2018-2019 trade war playbook, where US soybean exports to China fell by 74% in a single year. Now, with the dollar index at 100 and still strong, US exporters face a double squeeze. The hosts walk through how tariff retaliation could reshape exports in machinery, aerospace, and agriculture. They also discuss why the official trade deficit numbers may not capture the full damage, since retaliatory tariffs depress export volumes before they show up in monthly data. A must-listen for anyone tracking US trade policy in 2026. #Tariffs #Retaliation #TradeDeficit #USExports #Agriculture #Soybeans #DollarIndex #TradePolicy #Exports #Imports #Manufacturing #Aerospace #Machinery #SupplyChain #Economics #FexingoBusiness #BusinessPodcast #TradeDeficitPodcast Keep every episode free: buymeacoffee.com/fexingo
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    7 分
  • How Long-Term Unemployment Is Reshaping the Trade Deficit

    How Long-Term Unemployment Is Reshaping the Trade Deficit
    2026/06/07
    Episode 36 of The Trade Deficit Podcast looks beyond the headline numbers to a surprising connection: the surge in long-term unemployment is dragging down consumer spending on imported goods, widening the goods trade deficit in a different way. Lucas and Luna break down how the rising share of workers out of a job for 27 weeks or more is creating a structural drag on imports, while exports struggle to fill the gap. They tie this to the latest trade balance data (a $60.3 billion deficit in March 2026) and the May jobs report due this Friday. If you've wondered why the trade deficit keeps growing even as the dollar strengthens, this episode offers a fresh angle—through the lens of the labor market. Specific, data-driven, and surprisingly personal. #TradeDeficit #LongTermUnemployment #JobsReport #Imports #Exports #LaborMarket #May2026 #TradeBalance #ADP #CNBC #Economics #Podcast #FexingoBusiness #BusinessPodcast #LucasAndLuna #TradeFlows #ConsumerSpending #StructuralUnemployment Keep every episode free: buymeacoffee.com/fexingo
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    10 分
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