Ken Compton

Ken Compton, a NAB markets commentator known for his sharp insights into global financial dynamics, joins the discussion to unravel the current market unease. The conversation dives into the significant retreat from big tech stocks towards small caps and precious metals, highlighting record highs in gold and silver. Compton also analyzes the implications of a striking US$1.2 trillion trade surplus for China and the impact of mixed US bank earnings. Additionally, tensions in the Middle East and their economic repercussions are explored, adding a geopolitical layer to market movements.