James Thompson

speaker

5,322 appearances 17 recordings 2 series first heard Apr 2026 last heard 5d ago

James Thompson’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 17 in all, peaking in Jul 2026 with 5.

Appearances

newest first · ▶ plays the moment

Chanticleer · Housing recession’s long shadow, Apple iPhone flip out & Trump’s insane cash splash · 11 Sep 2026 podcast

No, and and and you know the timing is exquisite. voice-verified

Bond markets have been rallying for two weeks. voice-verified

They've pushed even higher, bond yields have pushed even higher in the last couple of days because it looks like things are getting really serious in Iran. voice-verified

We've seen the price of oil shoot up to about $108 US a barrel. voice-verified

You know, it's up about 40% in the space of a couple of months now, oil, and that's really starting. voice-verified

Starting to feed through to yields. voice-verified

And when the bond market sees something like this, as you say, just more spending. voice-verified

Trump didn't say, Oh, don't worry, guys, I've got a plan to pay for all this by, I don't know, raising tariffs or raising taxes or something. voice-verified

He just put it out there and said, You know, here we go. voice-verified

We're just gonna stimulate the economy a bit more. voice-verified

So bond markets will hate this. voice-verified

The pressure on bond markets is really starting to tell a voice-verified

around the world. voice-verified

I look at the ASX, Anthony. voice-verified

Uh-huh. voice-verified

We've now had seventeen sessions out of the last twenty-three trading sessions where the ASX has fallen. voice-verified

And that to me says that this this combination of rising oil prices and rising bond yields, which are really linked voice-verified

That that's starting to weigh on the minds of Australian investors who came through profit reporting season in relatively good moods. voice-verified

I think that good mood is is souring now and bond yields are a a big part of it. voice-verified

Yeah, voice-verified

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