The Global Economy Podcast with Fexingo: International Markets, Currencies, and World Trade

In this episode of The Global Economy Podcast, Lucas and Luna dive into the growing divergence between Taiwan and China in May 2026. Taiwan's stock market is up 5.5% in the last five days, while China's is down nearly 2%. The hosts explore what's driving this split: Taiwan's dominance in advanced semiconductor manufacturing, its integration into the AI supply chain, and its insulation from the dol...

As emerging market ETFs show mixed performance in late May 2026, Taiwan's semiconductor-driven economy stands out. Lucas and Luna examine why the iShares MSCI Taiwan ETF (EWT) surged 5.5% in the past five days while China's FXI dropped 1.8% and Brazil's EWZ fell 1.0%. They drill into Taiwan's unique position as the linchpin of global chip supply chains, the spillover effects from the Iran conflict...

Taiwan and South Korea are surging while China and Brazil lag. Lucas and Luna dig into the divergence in emerging-market exports: Taiwan's EWY ETF up 5.3% in a week, South Korea's EWT up 6.3%, while China's FXI falls 1.7% and Brazil's EWZ drops 0.7%. They connect the dots to the strong dollar at 119.3 on the trade-weighted index, the yen at 158.7 per dollar, and the yuan at 6.81 per dollar. Why ar...

In this episode of The Global Economy Podcast, Lucas and Luna break down the 'Great Divergence' — the growing performance gap between developed and emerging market stocks. With Europe and Japan surging (VGK up 3.5%, EWY up 4.2% in a week) while China ETFs like FXI slip 0.9%, they explore the drivers: a strong dollar at 119.3 on the trade-weighted index, rising U.S. interest rate expectations under...

In this episode of The Global Economy Podcast, Lucas and Luna explore the surprising resilience of China's yuan despite a strong dollar and slowing domestic growth. With the trade-weighted dollar index hitting 119 and the yuan trading at 6.81 per dollar, they unpack how Beijing's measured devaluation strategy differs from past competitive currency wars. The conversation also examines the ripple ef...

In this episode, Lucas and Luna unpack one of the most striking trends of May 2026: emerging-market ETFs are getting hammered—EEM down 2.8% in a week, EWY tumbling 5.5%—while European indexes like EZU and FEZ are actually gaining. Meanwhile, the trade-weighted dollar sits at 119.3, a level that historically crushes EM currencies and debt. But not all EM is equal: India's INDA is down only 0.7%, wh...

On the debut episode of The Global Economy Podcast, Lucas and Luna examine the broad selloff in emerging-market equities, which have fallen 3-6% in the past week as the trade-weighted dollar index climbs to 119.3. They focus on South Korea's KOSPI — down 5.9% in five days — and discuss how a strong dollar compounds debt burdens for countries that borrowed in USD. They also preview Kevin Warsh's sw...