James Thompson
speaker
6,026 appearances
19 recordings
2 series
first heard Apr 2026
last heard 4d ago
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 — 19 in all, peaking in Jul 2026 with 5.
Appearances
And bond investors just went, Nice try, Scotty, but not this time, bud.
voice-verified
So I think we're gonna have this
voice-verified
Pressure, this upward pressure on bond yields around the world continuing, Anthony, and that will put pressure on on share markets.
voice-verified
But look, we have seen these bond market rumblings before.
voice-verified
It seems they're becoming more regular, really.
voice-verified
Do you think markets can eventually shrug this off and get back to getting excited about AI again?
voice-verified
Yeah, Mark.
voice-verified
Yeah, if it gets to five percent, Anthony, things are gonna get really exciting, aren't they?
voice-verified
Sure will.
voice-verified
Okay Anthony, we've had another one of those weeks digging through profits, talking to CEOs and investors, listening to analyst calls, and and thanks to everyone who's given up a bit of their time to help us pull together a better picture of what's going on in profit season.
voice-verified
But we wanted to take a bit of a different look at reporting season this week and talk about what we're missing or something we're noticing that is missing.
voice-verified
And that's companies investing in Australia.
voice-verified
They are struggling.
voice-verified
One of Australia's big productivity problems is business being unable or unwilling to invest because they don't feel the policy settings are right.
voice-verified
They're too worried about the cost of energy or labour, or they don't think growth is here.
voice-verified
The economy
voice-verified
is growing at not much more than population growth, and that is not a good backdrop for investing.
voice-verified
Anthony, for the most part, results are backing this up.
voice-verified
We're getting cost out programs and lots of tinkering with volume and price to well, manufacture what have generally been pretty solid results.
voice-verified
But there's not too many companies putting their hands into their pockets and preparing to invest shareholders' funds in something that could be game changing.
voice-verified
Showing 1861–1880 of 6,026 · page 94 of 302
← Previous
Next →