The Trade Deficit Podcast with Fexingo: Imports, Exports, and Balance of Payments

In this episode of The Trade Deficit Podcast, Lucas and Luna explore a counterintuitive trend: even as the US trade deficit widened to $60.3 billion in March 2026, certain manufacturing sectors are seeing a job renaissance. They focus on the reshoring of semiconductor fabrication and electric vehicle battery plants — industries where automation and policy incentives are decoupling job gains from t...

Episode 3 of The Trade Deficit Podcast explores a counterintuitive puzzle: the US dollar has weakened 14% from its 2022 peak, yet export volumes are barely budging. Lucas and Luna dig into why — from the shift to services trade to global supply chains that insulate import prices. They cite the latest trade balance data (a deficit of $60.3 billion) and the current account figure of -$190.7 billion,...

Lucas and Luna dig into the latest US trade deficit data and explore a surprising twist: the AI boom is boosting exports of high-tech goods and services, potentially reshaping the trade balance. With imports still high, the deficit widened to $60.3 billion in March 2026. But a new report suggests blue-collar workers could benefit from reshoring in AI-related industries. The hosts discuss whether A...

In the debut episode of The Trade Deficit Podcast, Lucas and Luna break down the latest US trade figures—$60.3 billion deficit in March 2026, up from $57.8 billion. They explore why the deficit is widening even as exports grow, how a strong dollar and AI-driven import demand are reshaping the picture, and what the incoming Fed chair Kevin Warsh might mean for trade policy. Lucas walks through the...