Ken Crompton

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, 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.