Why Contango and Backwardation Signal EM Risk

What this episode covers

Episode 30 of The Emerging Markets Podcast dives into commodity futures curves as a leading indicator for emerging market economies. Lucas and Luna unpack the recent shift from contango to backwardation in oil and copper, and what it signals for producers like Brazil and importers like India. With EWT up 4.5% in the past week and EWZ down 4.1%, they explore how the futures curve explains the divergence. Plus, they discuss the trade-weighted dollar index slipping to 118.9 and what that means for EM debt. A short, data-driven look at a tool most investors overlook. #EmergingMarkets #Economics #FuturesCurve #Contango #Backwardation #Commodities #Oil #Copper #Brazil #India #Thailand #DollarIndex #EMDebt #TradeBalance #Inventory #Hedging #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

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Frequently Asked Questions

How long is this episode of The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment?

This episode is 8 minutes long.

When was this The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment episode published?

This episode was published on June 4, 2026.

What is this episode about?

Episode 30 of The Emerging Markets Podcast dives into commodity futures curves as a leading indicator for emerging market economies. Lucas and Luna unpack the recent shift from contango to backwardation in oil and copper, and what it signals for...

Can I download this The Emerging Markets Podcast with Fexingo: Developing Economies, Growth, and Investment episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.