Fexingo
Geopolitics and Markets with Fexingo: Wars, Sanctions, and Economic Consequences
Every week, Lucas and Luna track how geopolitical shocks — wars, sanctions, export controls, tariffs — actually move markets and reshape economic policy. Lucas anchors each episode in real-time data: yield curve shifts, currency volatility, commodity price spikes, and sector-level index moves from the past 48 hours. Luna pushes him to explain the mechanism: why a semiconductor export ban in one region cascades into inflation forecasts in another, or how an oil embargo changes central-bank rate paths months before the official statement. Together they dissect one major story per episode — the R...
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Episodes
China's Yuan Carry Trade Is Unraveling Fast 22.05.2026 7:11
Episode 5 of Geopolitics and Markets with Fexingo dives into the quiet but consequential unraveling of the Chinese yuan carry trade. As the yuan weakens past 6.81 per dollar and the trade-weighted dollar index hits 119.3, we explore how leveraged investors who borrowed cheaply in China are now getting squeezed. Lucas and Luna break down why the People's Bank of China has tolerated the depreciation...
The Cuba Situation and the Pre-Conflict Playbook 22.05.2026 10:23
Lucas and Luna analyze the escalating tensions around Cuba, drawing parallels to historical pre-conflict patterns. With oil prices volatile, the US dollar index at 119.3, and the trade deficit widening to $60.3 billion, they explore how a potential blockade or military action could ripple through energy markets, supply chains, and emerging currencies. Lucas explains the 'pre-conflict playbook'—a s...
Why the Strong Dollar Is Crushing Emerging Markets 21.05.2026 4:40
Episode 3 of Geopolitics and Markets with Fexingo looks at the strengthening US dollar, which has risen to 119.3 on the trade-weighted index as of May 2026. Lucas and Luna explore how this is squeezing emerging-market currencies and debt, with specific examples from Turkey and Indonesia. They discuss the interplay of US interest rates, commodity price swings, and geopolitical risk, and what it mea...
How Huawei Is Winning China's AI Chip Market From Nvidia 21.05.2026 7:34
In this episode of Geopolitics and Markets, Lucas and Luna dive into Nvidia's concession that it has 'largely conceded' China's AI chip market to Huawei. They analyze the implications of this shift, including the role of U.S. export controls, Huawei's rise with its Ascend 910B and 910C chips, and the impact on Nvidia's long-term growth. The hosts also discuss the broader context, including the tra...
Oil Spikes Seven Percent as Sanctions Tighten 19.05.2026 6:27
In the debut episode of Geopolitics and Markets, Lucas and Luna unpick a single explosive number: crude oil up over seven percent in five days. With Brent above $111 and WTI near $104, they trace the chain of events — from fresh sanctions enforcement on Russian and Iranian tankers to the dollar hitting a 20-year high — that is squeezing global supply lines. They discuss why energy stocks like Exxo...
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