Latest / The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment
How Brazil's Tariff War Could Reshape Emerging Market Supply Chains
On this episode of The Emerging Markets Podcast, Lucas and Luna examine the impact of the new 25% US tariff on Brazilian goods, announced July 16, 2026. They explore how Brazil's agricultural and industrial sectors might pivot to new markets, and what this means for investors in the EWZ ETF, which is up 2.6% this week despite the news. The hosts also connect the tariff to broader trends in nearshoring and supply chain diversification, drawing parallels to Mexico's rise as a manufacturing hub. Specific data points include the trade-weighted US dollar index at 120.5 and a yuan-dollar…
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