Latest / International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How the US Import Surge Is Reshaping Global Trade
The US trade deficit surged to $77.6 billion in May 2026, the widest in over 15 years, driven by a record import pace of $4.62 trillion annualized. This episode unpacks what's inside those numbers: strong US consumer demand pulling in goods from Asia, and a stark divergence between China and South Korea's trade fortunes. While China's export machine revives—evidenced by the FXI ETF rallying 5.5% in a week—South Korea's semiconductor-dependent model faces headwinds, with EWY falling 2.5%. Lucas and Luna explore why imports are rising even as the dollar weakens, what it…
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