Ken Crompton

Ken Crompton, NAB markets economist and strategist, gives quick market commentary and economic analysis. He discusses US ISM strength and the spike in export orders. He explains Asia’s volatility, notably South Korea’s AI-driven KOSPI plunge. He also contrasts China PMI readings and reviews Australia’s growth versus soft household consumption.

Ken Crompton, a NAB Markets Research economist, analyzes Australia’s labor and inflation landscape while discussing the RBA's expected pause on easing. He shares insights on the uncertain US economic data and how this impacts Fed policies. The conversation shifts to global perspectives, with a look at stagnant UK growth and New Zealand's declining migration. Ken also prepares listeners for China’s upcoming data dump, emphasizing anticipated weaknesses in retail and housing sectors.

Ken Crompton, NAB Markets economist, provides deep insights into the current economic landscape. He discusses the surprising slide in US consumer confidence amid a federal shutdown and its impact on lower-income households. The conversation shifts to the upcoming tech earnings and the question of whether AI will truly boost productivity. Ken also highlights the significance of Australia’s CPI data for the RBA's decisions on interest rates, alongside updates on volatile regional Fed surveys and the geopolitical tensions affecting markets.

Ken Crompton, NAB’s market economist, shares insights on the recent CPI data, revealing its potential to prompt multiple Fed rate cuts this year. He discusses how declining inflation is impacting bond markets, causing yields to fall across the globe. Crompton also highlights the surprising employment data from Australia, pondering whether it indicates a tight labor market or prompts a shift in the RBA's inflation views. The geopolitical ceasefire in the Middle East barely affected market responses, with optimism prevailing in equities and bonds.

Ken Crompton, NAB markets economist who comments on global markets and macro trends. Tech stocks wobble after AMD’s guidance, prompting questions about AI revenue growth. Energy rallies as Iran–US talks stall and oil climbs. US activity data mix and a reshuffled BLS calendar keep traders on their toes.

Ken Crompton, NAB markets economist who analyses bonds and inflation, joins to unpack market moves. They talk rising oil and a global bond rally. They discuss a shift from inflation fears to slowdown worries and why Powell’s comments eased rate-hike concerns. Conversation also covers energy-driven inflation, yen intervention risk, China export threats and a surprising bright spot in EV demand.

Ken Crompton, NAB markets rates expert and economist, explains moves in bond yields and central bank dilemmas. He discusses oil spiking toward $100 after Middle East strikes and the shock US jobs loss that complicates policy. Short takes cover Australian yield levels, whether the oil shock is transitory, and upcoming US inflation and big bond supply tests.

Ken Crompton, NAB markets economist who parses macro data, interest rates and FX. He breaks down why flat US retail sales pushed Treasury yields lower and raised Fed cut odds. He explains the yen’s sudden strength and what softer Australian business and building data might mean for the RBA.

Ken Crompton, NAB Markets economist, shares insights on equity markets, focusing on NVIDIA's recent earnings and the subsequent market reactions. They dissect the cautious sentiment surrounding fluctuating job data and how mixed signals complicate the Fed's outlook. Crompton also highlights rising retail spending trends in Australia and discusses Japan's significant stimulus package, revealing global market dynamics. Additionally, they touch on oil price declines, geopolitical factors, and the upcoming PMI releases that could influence markets.

Ken Crompton, an economist from NAB Markets Research, dives into the recent rate cut by the Fed and its implications for the markets. He discusses Jerome Powell's cautious yet strategic approach amid rising inflation and potential labor market weaknesses. The conversation also touches on the Bank of Canada's rate cut, the anticipation surrounding the Bank of England's decisions, and what upcoming Australian employment data might mean for the RBA. Crompton's insights shed light on the dynamics of global central banking.