Shows / International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
Every weekday, Lucas and Luna sit down in a business lounge to parse the day's most consequential developments in global trade, cross-border dealmaking, and multinational corporate strategy. This is not a news headline recap. Lucas brings the numbers and institutional memory—tariff schedules, currency hedging costs, bilateral investment treaty case law—while Luna presses on the messy human realities: how a logistics manager in Rotterdam adapts to new customs protocols, why a German Mittelstand…
Episodes
International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational OperationsHow New Yorks AI Data Center Ban Affects Global Tech Trade
New York just became the first U.S. state to ban new AI data centers, citing energy and water concerns. Lucas and Luna break down what this means for global…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How China Exports Are Reshaping Global Trade Routes
In this episode of International Business with Fexingo, Lucas and Luna dive into the stunning surge in Chinese exports, which rose at the fastest pace since…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How the Strait of Hormuz Toll Is Reshaping Global Oil Trade
On July 13, 2026, President Trump proposed a 20 percent toll on cargo ships passing through the Strait of Hormuz, restarting an Iran blockade and sending…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How the Yen Carry Trade Unwind Is Reshaping Global Finance
Lucas and Luna examine the dramatic unwinding of the yen carry trade as the Bank of Japan finally raises rates. With the yen strengthening sharply and the…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How the Yuan Trade Finance Boom Is Reshaping Global Banking
Episode 109 of International Business with Fexingo looks at how the Chinese yuan is quietly taking over trade finance. With the yuan at 6.79 per dollar and…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How the Trade War Is Reshaping Global Container Shipping
In this episode of International Business with Fexingo, Lucas and Luna examine how the escalating trade war between the U.S. and its major partners is…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How Japan Is Becoming the Global Battery Recycling Hub
In this episode of International Business with Fexingo, Lucas and Luna explore Japan's ambitious push to dominate the battery recycling industry. With the…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How Mexico Is Becoming the Nearshoring Manufacturing Hub
On this episode of International Business with Fexingo, Lucas and Luna explore how Mexico is capitalizing on the USMCA non-renewal and rising Asian labor costs…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
Why the SK Hynix IPO Signals a New Era in Chip Trade
SK Hynix made its Nasdaq debut on July 10, 2026, opening at $170 with Chairman Kwak Noh-Jung telling CNBC that demand is 'enormous'. The South Korean…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How SoftBank Is Becoming the Global AI Infrastructure Banker
SoftBank shares surged 11% on July 10, 2026, as markets bet that its transformation from a tech investment conglomerate into a dedicated AI infrastructure…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How the Weakening Dollar Is Reshaping Cross-Border M&A
The dollar has fallen over 2% from its June high, and a quieter shift is underway in global dealmaking. Lucas and Luna examine how the U.S. dollar's slide…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How the Strong Dollar Is Reshaping Global Trade Finance
The US dollar is up over 20% against major currencies since 2021, yet the trade deficit just hit a record $77.6 billion. Lucas and Luna explore why the strong…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How the Yuan's Rise Is Reshaping China Trade Finance
The Chinese yuan has quietly strengthened against the dollar this year, even as trade tensions escalate. In this episode, Lucas and Luna unpack why the…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How the Trade War With Spain Is Reshaping European Supply Chains
Episode 100 of International Business with Fexingo. On July 8, 2026, President Trump announced a complete trade cutoff with Spain, sending shockwaves through…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How the Panama Drought Is Rewriting Global Shipping Routes
A severe drought in Panama is reducing daily transits through the canal by 30 percent, forcing shippers to rethink routes and costs. Lucas and Luna break down…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How Offshore Wind Is Reshaping European Energy Trade
Lucas and Luna explore how the offshore wind boom is transforming cross-border electricity trade in Europe. With the euro at $1.14 and the trade-weighted…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How Digital Trade Agreements Are Reshaping Cross-Border Commerce
Episode 97 of International Business with Fexingo dives into the quiet but powerful shift happening in global trade: digital trade agreements. Lucas and Luna…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How the South Korea Political Crisis Is Upending Global Supply Chains
South Korea's political turmoil has sent the KOSPI down 8.7% and raised urgent questions about global supply chains in semiconductors, batteries, and…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How Saudi Arabia Is Becoming the Global AI Data Center Hub
This episode examines Saudi Arabia's aggressive push to become a major data center destination for artificial intelligence, driven by its sovereign wealth…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How South Korea Is Becoming the Global Arms Export Powerhouse
South Korea has quietly become one of the world's top arms exporters, driven by a mix of geopolitical tension, aggressive government financing, and a…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How Brazil Is Becoming the New Corn Superpower
In early July 2026, the USDA released its annual acreage report, revealing that Brazil has overtaken the United States in corn production for the first time in…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How India Is Becoming the Global Engineering Outsourcing Hub
Episode 92 of International Business with Fexingo looks at India's rise as the go-to destination for high-value engineering outsourcing. Lucas explains…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How the Great American Factory Boom Is Reshaping Global Trade
Episode 91 of International Business with Fexingo takes you inside a quiet revolution: the US manufacturing construction boom. Since 2022, spending on new…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
Why Shippers Are Revisiting the Cape of Good Hope
As Houthi attacks in the Red Sea persist into mid-2026, global shipping lines are making a permanent pivot around Africa's Cape of Good Hope. Lucas and…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How Vietnam Is Becoming the Next Global Semiconductor Hub
Episode 89 of International Business with Fexingo. Lucas and Luna explore Vietnam's rapid rise in the global semiconductor supply chain. With the US-China…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How Indonesia Is Becoming the World's Nickel King
China's battery supply chain is shifting, and Indonesia is positioning itself as the dominant supplier of nickel for EV batteries. Lucas and Luna explore…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How the USMCA Non-Renewal Is Reshaping North American Trade
Today, Lucas and Luna dive into the biggest trade story of mid-2026: the U.S. decision not to renew USMCA, opening the door for renegotiations with Canada and…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How Thailand Is Becoming Southeast Asia’s EV Hub in 2026
Thailand has long been known as the Detroit of Asia for its internal combustion engine assembly lines. But a dramatic shift is underway. In this episode, Lucas…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
Why Japan's $74 Billion Yen Intervention Is Failing
Japan spent $74 billion in June 2026 propping up the yen, yet the currency continues to weaken toward 162 per dollar. Lucas and Luna unpack why the…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How Ireland's Tax Windfall Is Reshaping EU Corporate Investment
Ireland collected an extra €12 billion in corporate tax in 2025, most of it from a handful of American tech and pharma giants. For years the country was known…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How Australia Is Reining In Big Tech with Competition Law
This episode zooms in on a specific story: Australia's competition regulator, the ACCC, has taken Amazon to court over alleged unfair Prime subscription…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How the Yuan Depreciation Is Upending Global Supply Chains
In this episode, Lucas and Luna examine the accelerating depreciation of the Chinese yuan, which has fallen to 6.77 per dollar. They explore how this currency…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How Export Controls Are Reshaping Global Tech Trade
This episode dives into the escalating export controls between China and Japan, focusing on new restrictions targeting drone makers, nuclear firms, and defense…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How the Strong Dollar Is Reshaping Global Corporate Strategy
In this episode of International Business with Fexingo, Lucas and Luna examine how the surging US dollar is forcing multinational corporations to rethink their…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How Memory Chip Shortages Are Reshaping Supply Chains
In this episode of International Business with Fexingo, Lucas and Luna dig into the 2026 memory chip shortage that is rattling tech giants like Apple…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How the US Dollar Rally Is Reshaping Global Supply Chains
In this episode, Lucas and Luna examine how the surging US dollar—now at a trade-weighted index of 120.4—is fundamentally altering global supply chain…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How Mexico Is Becoming the New China for Auto Manufacturing
As trade tensions and the US dollar surge reshape global supply chains, Mexico is emerging as a manufacturing powerhouse, particularly in auto production…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
Why the Dollar Rally Is Crushing Emerging Markets in Mid-2026
As the US dollar strengthens past 120 on the trade-weighted index, emerging market stocks are taking a beating. South Korea's KOSPI is down nearly 9% in a…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How African Free Trade Is Reshaping Global Supply Chains
The African Continental Free Trade Area (AfCFTA) is quietly becoming a major force in global supply chains. In this episode, Lucas and Luna examine how the…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How Europe's Carbon Border Tax Is Rewriting Global Trade Rules
The EU's Carbon Border Adjustment Mechanism (CBAM) is reshaping international trade with tariffs on imports based on their carbon footprint. In this…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How the Yen Carry Trade Is Unraveling in Mid-2026
The Japanese yen has fallen to 161 per dollar, its weakest in decades, and the carry trade that has fueled global risk assets for years is starting to crack…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
Why Latin American Tech IPOs Are Booming in 2026
Lucas and Luna explore the surge in Latin American tech listings in mid-2026. With the iShares Latin America ETF down 4.7% over the past week and the broader…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How South Korea Market Rout Exposes Hidden Risks
South Korea's stock market just suffered one of its worst single-day drops in history. In this episode, Lucas and Luna dig into what caused the sell-off…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
Why the Strait of Hormuz Crisis Is Reshaping Oil Routes
In this episode of International Business with Fexingo, Lucas and Luna examine how the Strait of Hormuz evacuation plan announced June 23, 2026, is…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How Taiwan Is Dominating Global Chip Packaging in 2026
Episode 69 explores Taiwan's strategic chokehold on advanced chip packaging — the unsung bottleneck in the global semiconductor supply chain. With Taiwan…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
Why Emerging Market Bonds Are Surging in Mid-2026
Lucas and Luna explore the unexpected rally in emerging market bonds as of June 2026, driven by a weakening US dollar and a search for yield. They break down…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How South Korea's Stock Market Is Surging in 2026
South Korean stocks are up 11% in the past five days, outpacing every major emerging market. Lucas and Luna dig into what's driving the rally: the…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How India Is Becoming the Worlds Factory for Generic Drugs
Lucas and Luna explore how India has transformed into the dominant global supplier of generic pharmaceuticals, now accounting for over 20 percent of global…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
The Tariff Arbitrage Play Reshaping Global Supply Chains
Episode 65 of International Business with Fexingo dives into the emerging strategy of 'tariff arbitrage' — how multinationals are restructuring…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
Why Taiwan’s Stock Market Is Outperforming in 2026
While U.S. indices hover near records, Taiwan’s benchmark has surged over 20% year-to-date. Lucas and Luna explore how the island’s dual engines—semiconductor…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How Japan Is Becoming a Global M&A Powerhouse Again
After decades of being known as a net seller of foreign assets, Japan is staging a quiet but stunning reversal. Japanese companies have announced over $80…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How India's IT Sector Is Capturing Global R&D Spend
Lucas and Luna explore a new frontier in India's services exports: global R&D and engineering outsourcing. While Indian IT firms have long dominated call…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How Vietnam Is Winning the Second Wave of Supply Chain Diversification
While Mexico and India grab headlines, Vietnam is quietly pulling ahead in the second wave of supply chain diversification. Lucas and Luna examine how…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
Why South Korean Shipbuilders Are Surging in 2026
South Korea's shipbuilding industry is experiencing a renaissance. In this episode of International Business with Fexingo, Lucas and Luna dive into the…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
Why Foreign Borrowers Are Flocking to China's Cheap Money
In this episode, Lucas and Luna explore why Wall Street banks and foreign corporations are rushing to tap China's bond market for cheap yuan-denominated…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How India Is Winning the Global Services Outsourcing Race
Episode 58 examines how India's services export surge is reshaping global trade. Lucas and Luna discuss the shift from goods to services outsourcing, with…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How South Korea's Stock Surge Masks Deep Structural Risk
South Korea's KOSPI has surged 15% in the past week, making it the best-performing major market globally. But Lucas and Luna dig into why that rally might…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How the Dollar Dip Is Reshaping Cross-Border M&A
As the trade-weighted dollar index edges down from its highs, cross-border mergers and acquisitions are seeing a revival. Lucas and Luna examine how the weaker…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How Indian IT Services Are Reshaping Global Trade
India's IT services sector is quietly reshaping global trade in 2026. With the Bank of Japan hiking rates to 1% and China's economy weakening…
- International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How Taiwan Semiconductor Is Reshaping Global Supply Chains
In this episode, Lucas and Luna explore how Taiwan Semiconductor Manufacturing Company is fundamentally rewriting the geography of chip production. With…