Latest / International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
Why US Trade Data Signals a Structural Shift
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…
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