James Thompson

speaker

6,026 appearances 19 recordings 2 series first heard Apr 2026 last heard 3d 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 — 19 in all, peaking in Jul 2026 with 5.

Appearances

newest first · ▶ plays the moment

Chanticleer · $3b builder collapse sparks drama, Profit season's best and worst & Ooshies grocery battle · 28 Aug 2026 podcast

But that's not what we're seeing. matched

I mean, yeah, we saw a little bit of weakness from some retailers exposed to housing like JB Hi Fi and Nick Scarley. matched

But otherwise, uh the retail sector held up pretty well. matched

And, you know, we saw good spending on matched

groceries for sure, but we saw okay spending on apparel, saw okay spending on liquor from Endeavour Group. matched

So yeah, it it's not booming, but we're still spending. matched

We are not pulling our heads in in the way that the RBA needs us to, frankly. matched

You know, we saw household spending numbers this week growing at 7.2% year on year. matched

It's the fastest growth since 2023, Anthony. matched

Wow. matched

We keep hearing how how matched

How glum we are. matched

No one's mentioned that to our wallets and our credit cards, apparently. matched

I think that's a bit of a story. matched

Earnings season was a lot less worse than I expected. matched

Even the outlook statements. matched

Things are holding up at the moment. matched

You know, talking to some of the analysts. matched

The issue is when does this all start to crack? matched

Craig Wolford at MST Marquee reckons that you're looking at Christmas is when wealth effects, negative wealth effects start to kick in and we start to see the slowdown. matched

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