Handelsbanken Insights Economic Update

As the minutes count down to the actual Budget, this week the team discusses what the respected think tank the Institute for Fiscal Studies thinks are the Chancellor's options as it publishes its Green Budget. Plus, what is driving capital values for the top 15% of commercial property? And Tom Barker from our Capital Markets team joins the pod to tell us what's going to be in this month's Rate Wra...

It's an interesting week for data which could influence the Bank of England's next interest rates decision. James Sproule and Daniel Mahoney discuss what the inflation and labour market figures might show and why. And in a week where the Nobel Prize in Economics was awarded for research into prosperity, James looks at whether concerns that there'll be a flight of high net worth residents from the...

This week on the podcast, James Sproule and Daniel Mahoney explain why much better than expected US jobs figures affect the interest rates outlook in the UK. Plus, why has UK business investment been so sluggish for so long? Finally, James digs into what new government data shows about income equality in the UK. All in under 15 minutes. Subscribe and rate us wherever you're listening.

James Sproule joins Sonia Rothwell on this week’s Economic Update, to chat about the economic news you need to know. They discuss what the latest flash PMI numbers say about the prospects for the UK economy. Plus, following Chancellor Rachel Reeves’ speech to the Labour Party conference, were there any hints as to what we might expect from her first budget? And in a new monthly segment for the pod...

🧮 With a long gap between the General Election and Chancellor Rachel Reeves' first Budget, recent data measuring consumer and business confidence is showing a slight wobble. In this week's podcast, James Sproule and Daniel Mahoney unpack what the Bank of England's interest rate-hold as well as confidence surveys say about the outlook for the UK economy. And if extra long-term economic...

We welcome a new expert to the podcast this week as our Head of Forecasting Johan Löf chats to James Sproule about Handelsbanken's latest Global Macro Forecast (spoiler alert: it's positive news). Plus, as the Bank of England prepares to vote on interest rates, UK Economist Daniel Mahoney shares what he expects to see. All in under 15 minutes. As ever, please subscribe and rate us wherever...

Transport trends and what's happening to productivity are on the agenda for this week's podcast with James Sproule and Daniel Mahoney. James has been looking at a number of datasets to find out how the UK's transport habits are changing and what that might mean for wfh trends (two trends for the price of one!). Plus, measuring productivity is not easy but what can we glean from the ava...

In the first Handelsbanken Insights episode of our new season, James Sproule and Daniel Mahoney recap what happened while we were away, including the impact of the first interest rate cut of the current cycle. Plus as the rumour mill cranks into life ahead of Rachel Reeves' first budget, James explains why we should look out for "kite flying". And James digs into what data on commerc...

For the final episode of this season of Handelsbanken Insights Economic Update, James and Dan welcome Jasmine Crabb from our Capital Markets Desk to answer some of the most-asked questions from our event audiences. They explain what causes inflation, where are interest rates going, which data they all look at when making their economic forecasts, and also share their favourite piece of economic tr...

On the penultimate episode of this season, James Sproule and Daniel Mahoney take a look at three of the 40 bills announced in last week's King's Speech. They also consider how that and recent jobs and inflation data could decide when we'll see the first interest rate cut. And finally, a deep dive into the health of the London offices market. All in under 15 minutes. Why not follow us w...

Inflation and earnings data are going to provide the data backdrop to this week's King's Speech where the new government will set out its legislative programme for the year. Our UK Chief Economist James Sproule tells Sonia Rothwell what he's expecting the numbers to show and what they could mean for interest rate cuts (includes bonus "in the bag" trivia). Plus, James shares w...

In a packed podcast this week. After the UK and French elections, Sonia Rothwell and Daniel Mahoney talk about how the markets have responded to the results, including why housebuilders' stocks received a boost in the UK. Dan also shares what the new government's plans are for the economy as well as the challenges it faces. Plus, is the latest Bank of England data on savings levels good ne...

It's been a week of election drama, but don't worry, James Sproule and Daniel Mahoney are on hand to explain how what happens in politics is playing out in the UK, French and US markets. And as the Bank of England publishes its latest financial stability report, James shares the bank's thinking about a new addition to its risk scenarios. Listen, subscribe and rate us wherever you get y...

After the Bank of England held interest rates, James and Dan ask what we can read into how the bank's Monetary Policy Committee voted, and what that says for the timing of the much-anticipated first rate cut. And as France and the UK prepare to go to the polls in just over a week, James explains why what's happening in the French election matters to markets. Finally, James looks at OECD da...

On this week's podcast, James Sproule and Daniel Mahoney explain how markets in the UK and France have reacted differently to snap elections. Plus, as the main UK parties launch their manifestos, what are the economic dividing lines - if any? And James shares data on the difference in housing affordability around the country. All in under 15 minutes. Rate us wherever you're listening and why not s...

⚡ On this week's episode, our UK Chief Economist James Sproule joins Sonia Rothwell to explain how the markets are reacting to results from the European elections. ⚡ Plus, what can we expect from this week's UK GDP figures? ⚡ And in our regular property segment, has the residential property market (finally) bottomed out? Catch up in under 15 minutes and don't forget to subscribe whe...

Sonia Rothwell and Daniel Mahoney look at how markets and economic data are likely to influence the main political parties as we prepare for a snap general election. Plus, as we await the first cut in interest rates, eyes are on the Bank of England as it prepares to decide rates in the middle of the campaign. And Dan has been looking at valuations in the US office sector and how they compare to th...

As we launch our third annual Property Investor Report, join us for an in-depth look at our findings and broader housing market trends. Handelsbanken UK Chief Economist James Sproule and Lucian Cook, Head of Residential Research at Savills speak to Sonia Rothwell, Handelsbanken's Strategic Content Lead about how property investors view the UK property market. We’ll discuss which property types...

On the podcast this week, James Sproule and Daniel Mahoney explain why the Bank of England is interested in the latest jobs and earnings figures, plus what do you do with your time? James shares interesting new insights into productivity and how we spend our time has changed since the pandemic (spoiler: gardening's lost out). Finally James sounds a cautious note about house price rises for 2024. A...

Reaction to the Bank of England's decision to hold interest rates is top of the podcast this week, as our chief UK economist James Sproule explains why he may change his view of when rates will start to fall. Plus, James looks the latest ONS data on the level of so-called eco taxes around Europe, and also talks about new insights from the surveyors' organisation, RICS, on the outlook for h...

On Handelsbanken Insights Economic Update this week, James Sproule and Daniel Mahoney run through some of the external challenges facing the global economy. Plus, are the latest housebuilding starts and completions numbers matching government ambitions? All in under 15 minutes. Listen and subscribe wherever you get your podcasts.

On this week's podcast, following further military action in the Middle East, Sonia Rothwell and Daniel Mahoney look at the impact on market activity. Plus, how will last week's earnings and inflation figures influence the Bank of England's plans for interest rates? And on the subject of how the bank communicates about its plans, we look at a recent report by former Federal Reserve Cha...

Our UK Chief Economist James Sproule joins Sonia Rothwell to talk about how yet another external geopolitical shock could influence the path of the global economy - are we in a "new normal"? Plus in a week of data releases, James picks out a few which he'll be watching and explains why. All in under 15 minutes. Listen and subscribe wherever you get your podcasts.

Daniel Mahoney joins Sonia Rothwell on this week's podcast, where he casts his eye over some positive recent economic news. Have house prices bottomed out? Are we out of recession? And has inflation been brought under control? Listen in to find out. Subscribe to Handelsbanken Insights wherever you get your podcasts.

Positive noises have been coming from the Bank of England lately in terms of when it will start to cut interest rates. James Sproule and Daniel Mahoney look at the bank's latest rates decision and at other indicators to gauge when we might see rates come down. They also look at how that links to what's happening to mortgage rates. Plus, they explain why a new ONS rental index suggests that...