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

• Friday: Oil slides after Trump calls off strikes · June 11, 2026 · 10 min
• 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

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