Ken Crompton

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, 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.

Ken Crompton, an Economist at NAB, dives into the recent fluctuations in U.S. Treasury yields, discussing their startling rise and the effects of the Big Beautiful Tax Bill. He highlights how government spending uncertainties influence bond markets and the significance of weak auction results. The conversation extends to the economic landscapes of the U.S. and Europe, touching on jobless claims and PMIs, while also addressing Bitcoin's price surge and its potential as 'new gold'. Overall, a mix of cautious optimism and economic challenges defines the current climate.

Ken Crompton, a market economist at NAB, shares his expert insights on the current economic landscape. He discusses the weaker dollar and declining share prices ahead of Thanksgiving, highlighting how thin trading impacts markets. Ken analyzes the Reserve Bank of New Zealand's recent rate decisions and hints at possible future cuts. He contrasts this with the European Central Bank's cautious stance and explores inflation trends in Germany and Australia. Listeners gain valuable perspectives on shifting economic sentiments and monetary policies.