Commodities often move before economies do. In this episode, we break down how shifts in energy, metals, and agricultural markets act as early signals for emerging‑market growth cycles — and what investors should watch to anticipate macro turning points.

🔍 What This Episode Covers

📈 Why Commodities Matter for Emerging Markets

• How commodity prices function as leading economic indicators
• Why EM economies are more sensitive to global demand and supply shocks
• The link between commodity cycles, capital flows, and growth momentum

🌍 Key Commodity Categories to Watch

• Industrial metals — copper, nickel, aluminum as signals of manufacturing and infrastructure demand
• Energy markets — o ...