Ugly choice between stagflation and recession, China's EV shock spreads & Bathla mess grows

Ugly choice between stagflation and recession, China's EV shock spreads & Bathla mess grows

September 4, 2026 · 39 min · Season 5 · Episode 33

About this episode

The episode discusses Australia's economic challenges, including stagflation and recession, while exploring the financial markets and the situation surrounding Bathla.

This week, Chanticleer columnists James Thomson and Anthony Macdonald unveil the surprising purchase propping up Australia’s economic growth, they unpack a truly eventful week in financial markets and ask what is sending one of the world’s best known car makers broke. This podcast is sponsored by Stripe To ask a question, email chanticleer@afr.com . Further reading: Bathla and bonds just a preview of what’s coming for timid Australia Rising yields, plunging house prices and the prospect of a deep economic slowdown: in the past week, the challenges for the country have become very clear. Housing’s Mr 18.6pc is pure fiction but is still scaring markets The phantom number refuses to go away and is haunting Australia’s economy, investors, boardrooms and government. Private credit is the reason we don’t have a Bathla rescue deal yet Private credit firms tell us it’s how they deal with moments of distress that sorts the wheat from the chaff. The situation at Bathla will put that to the test. See omnystudio.com/listener for privacy information.

People in this episode

Hosts: James Thomson, Anthony Macdonald

Topics covered

Keywords

Sponsors

Stripe

Mentioned in this episode

Organizations: Bathla, Australia, Australia’s economy, Private credit, financial markets, car makers

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