James Thompson
speaker
5,677 appearances
18 recordings
2 series
first heard Apr 2026
last heard 18 Sep
James Thompson’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 18 in all, peaking in Jul 2026 with 5.
Appearances
Well, look, I mean, I think we're in the middle of a generational bond market meltdown.
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Now, bond yields and bond prices go in opposite directions.
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So bond yields are rising.
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The risk premium that investors are demanding is rising, but the price of bonds is going down at the same time.
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What's driving that is a few things.
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You know, there's these persistent worries about how much debt governments are carrying and how much more debt they're going to add.
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But then in the last little while, we've had the
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Iran war flares up sort of out of nowhere.
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You know, oil prices are up 10%.
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We're still seeing shortages of diesel and other fuels.
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So that's that's feeding into inflation concerns.
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Just quietly, without sort of anyone noticing, we've seen soft commodities shoot up.
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So wheat, corn, cocoa, they're all at sort of, you know, multi-year highs all of a sudden.
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That's partly because of war, particularly in Ukraine, a lot of Europe's growth.
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And then we've got this El Nino weather pattern that's really starting to build, started in Europe coming down to the Pacific as as the seasons change.
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Everything is pointing to inflationary pressures.
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I reckon the bigger story here though, Anthony, is we're in a sort of in a world of scarcity.
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That's the way I think about it.
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Not that long ago, we thought there was sort of endless capital to fund government deficits.
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Showing 721–740 of 5,677 · page 37 of 284
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