James Thompson

speaker

6,026 appearances 19 recordings 2 series first heard Apr 2026 last heard yesterday

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 — 19 in all, peaking in Jul 2026 with 5.

Appearances

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Chanticleer · Ugly choice between stagflation and recession, China's EV shock spreads & Bathla mess grows · 4 Sep 2026 podcast

This is what we've got to get used to. voice-verified

A lot of people say, oh yeah, it's just bond bond yields normalizing. voice-verified

They've been too low for too long. voice-verified

We're just getting back to average long-run areas. voice-verified

Okay, I th I totally get that. voice-verified

But I say to you, Anthony, you look around financial markets, there's not many people who have traded with bond yields at these levels. voice-verified

It hasn't happened for 19 years. voice-verified

So it's just, you know, the natural passage of time. voice-verified

So there there is a new generation of people in markets and in the economy more broadly who are just going to have to get used to this new setting. voice-verified

And that might be tough for people. voice-verified

I I think this is a bit of a test for markets and the economy. voice-verified

You know, it's one of these tests that's sort of slow moving, but you get these breakout moments like we had this week on bond markets that people like to say bond markets are only interesting. voice-verified

about once a decade, I I think we're in that period at the moment. voice-verified

We'll have to write the Chanticleer nineteen hour fast book by the end of the year just so we can uh ke keep the household budget intact. voice-verified

Yeah, absolutely. voice-verified

I mean I stole this idea of Paul Bloxham, HSBC's chief economist, used to work at the RBA. voice-verified

I think he's right though. voice-verified

I mean, we're we're gonna feel like both of those things are coming at us in the next little while. voice-verified

Yeah, you're right. voice-verified

Growth was a bit better than economists expected in the June quarter, but that's bad news. voice-verified

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