About this episode
The episode discusses US core CPI, inflation trends, and an interview with Soni Kumari on nickel supply issues.
Oil rises as Middle East worries grow, so US stocks are down. US core inflation shows higher energy prices are not flowing through to the economy. And China’s factory input prices jump on higher energy costs. In our deep-dive interview, ANZ Commodities Strategist Soni Kumari highlights how nickel supply is being affected by tighter rules in Indonesia. Before accessing this podcast, please read the disclaimer at https://www.anz.com/institutional/five-in-five-podcast/
People in this episode
Host: ANZ
Guest: Soni Kumari
Topics covered
- US core CPI
- inflation
- energy prices
- nickel supply
- Middle East
- China's factory prices
Keywords
- US core CPI
- inflation
- energy prices
- nickel
- China factory prices
Mentioned in this episode
Products: nickel
Places: US, China, Middle East
More episodes of 5 in 5 with ANZ
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- Wednesday: Markets volatile before US CPI data · June 9, 2026 · 10 min
- Tuesday: Stocks bounce, but oil up as conflict resumes · June 8, 2026 · 8 min
- Friday: Markets eye rate hikes to bolster yen, rupee & won · June 4, 2026 · 9 min
- Thursday: Australian GDP growth slows · June 3, 2026 · 9 min
- Wednesday: Australian GDP growth to ease · June 2, 2026 · 9 min
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