Handelsbanken Insights Economic Update

This week Dan and James look into what might push inflation up or down. Dan shares his concerns about "wage price persistence" (wages stay high enough to make it trickier to hit the inflation target), and explains how the energy price cap might affect inflation. Finally, Dan's got some interesting insights into what commercial property valuations tell us about the health of our town and city centr...

James Sproule and Daniel Mahoney are back to bring you up to date with news and analysis on the housing market and wider UK economy. This week, they look at the surprise significant upwards revision for UK growth and discuss whether positive news can have an impact on consumer confidence. Plus, as the UK housing sector battles headwinds from high interest rates, James looks at what's happening...

Barely two years ago, ultra-low interest rates were the norm for the UK economy. But as Daniel Mahoney, Charlie Neil and Tom Barker remind us, a lot has happened since then. In a final, extended episode of the Summer, the team explains how key events - the lifting of Covid restrictions, the Ukraine invasion, and the mini-Budget - disrupted the UK and global economies, and share whether they think...

The UK's latest inflation figures are due out this week and are being more closely watched than ever. On this edition of Economic Update, Sonia Rothwell and Daniel Mahoney chat about what the markets expect to see. Plus Sonia and Dan talk about the impact financial conditions are having on UK deposit activity. And as organisations continue to weigh the pros and cons of WFH, Dan talks about som...

In a packed podcast this week: how does the Bank of England know what consumers really think of the outlook for inflation? James Sproule and Daniel Mahoney explain, and reveal what people are thinking. Plus, as the UK's debt to GDP ratio passes 100%, James sets out why the BoE's balance sheet will add to further debt burdens. And finally, as the housing market continues to battle challengi...

On this edition of Economic Update. What did recent Bank of England money and credit data reveal about the direction of mortgage approvals, and how does the UK picture compare to the US market? Plus, as central banks wrestle with rising interest rates, our UK chief economist James Sproule happily digs into the very long term data to reveal what's a stable long-term interest rate. Catch up with...

At its recent monetary policy meeting, the Bank of England unexpectedly raised interest rates by 0.5%, signalling that it's taking a more aggressive approach towards fighting inflation. On this week's Economic Update with James Sproule and Daniel Mahoney, we look at the impact the battle to contain inflation is having on consumers, house prices and the wider economy. And the team manages t...

On this week's international edition of Economic Update, James Sproule and Daniel Mahoney are in Sweden where they speak to Helena Bornevall, one of our senior economists, about the challenges facing Sweden's property market and how it compares to the UK. Catch up in under 15 minutes. Don't forget to subscribe so you don't miss an episode.

Join us for the second episode in our two-part series, as Handelsbanken UK Chief Economist James Sproule and Lucian Cook, Head of UK Residential Research at Savills speak to Sonia Rothwell, Handelsbanken's UK External Communications Manager about the UK property market. Buy-to-let has been a big story since the number of specialist loans available to landlords increased in the early 2000s. But wit...

Join us for an in-depth, two-part series as Handelsbanken UK Chief Economist James Sproule and Lucian Cook, Head of UK Residential Research at Savills speak to Sonia Rothwell, Handelsbanken's UK External Communications Manager about the UK property market. In part 1 we focus on the health of the UK property market. We begin with the wild-ride the sector has been through in recent times. James...

💥 This week's Handelsbanken Insights Economic Update with Sonia Rothwell and James Sproule features all you need to know about why we have raised our expectations for interest rates. Plus James explains what he's learned from our pulse check on commercial property. And although it's a quiet week on the data release front, he talks about some of the longer term trends we're trackin...

James Sproule and Daniel Mahoney like meaty economic data to chew on and the past week has produced a feast of numbers which have had many in the markets scurrying to rewrite their predictions for the UK economy. This week on the podcast the team reflects on the most recent inflation figures and how they could impact interest rates. Plus, James shares what he learned from new regional data on hous...

For the 100th edition of Handelsbanken Insights Economic Update with James Sproule and Daniel Mahoney. Economists are expecting inflation to fall to 8.2% this week - our chief economist James Sproule explains why he has high hopes for a lower level. Plus, consumers are not as confident as they should be about the UK economy - James and Daniel discuss why they might have cause to be more optimistic...

James Sproule and Daniel Mahoney give their thoughts on why the UK's growth figures are looking sickly. Plus, they explain what they think are the prospects for the UK's commercial property sector. Listen and subscribe to Handelsbanken Insights Economic Update wherever you get your podcasts.

Sarah Rigby and Cameron Willard from Handelsbanken's markets team join Daniel Mahoney to look behind the scenes at the events and data shaping recent market moves. The team explains what's happening to sterling rates compared to key currencies, and shares where markets think energy prices and interest rates could go next. All in under 20 minutes. Listen, like and subscribe wherever you get...

This week on Handelsbanken Insights Economic Update, Daniel Mahoney and James Sproule sift through the glut of recent data releases including trends in retail sales, and talk about why Handelsbanken has revised its view of where interest rate rises will peak. Plus, they look into the details of what's happening in the UK's housing rental sector - all in under 15 minutes. Please listen rate...

On this week's podcast, UK Chief Economist James Sproule and UK Economist Daniel Mahoney are picking over the most recent GDP figures which showed the economy flatlined. And Daniel explains why the way we measure price changes has a significant influence on the rate of inflation. Finally, how are commercial and residential property values performing - are there signs that the correction in the...

On this week's Handelsbanken Insights Economic Update, Sonia Rothwell and Daniel Mahoney celebrate the arrival of the new tax year with a rundown of the changes you need to know about. And two recent housing surveys have shown a different direction of travel for house prices in the UK. Dan explains why. And finally, the team will look ahead to some important data releases - all in under 15 min...

Handelsbanken UK economist Daniel Mahoney joins Sonia Rothwell for our weekly look into the economics stories you need to know about. After a busy few weeks for global banking news, the team returns to the topic of the UK economy. Recent data shows that the UK is likely to avoid a recession in 2023 despite pessimistic forecasts last year, so why the change? Also, Dan explains how are interest rate...

On this week's podcast, Handelsbanken's UK Chief Economist James Sproule and UK Economist Daniel Mahoney unravel the week's key economics news. First, James looks into the latest events in the unsettled banking sector following Credit Suisse's takeover by Swiss rival UBS. Plus, what did the team make of the Bank of England's decision to raise interest rates and what do they thi...

Join Sonia Rothwell and Handelsbanken's UK economist Daniel Mahoney as they explain what's happening in the global banking system at the moment. They also look at what Chancellor Jeremy Hunt announced in his Spring Budget, and amid a price correction in the commercial property sector, Dan shares his research into prospects for this part of the economy. All in under 15 minutes. Please rate...

Our UK economics team of James Sproule and Daniel Mahoney explain the key economic stories you need to know. On this week's podcast, the team looks at what the Bank of England's latest money and credit data shows, plus they examine two of the factors affecting house prices: availability and affordability.  Listen and subscribe wherever you get your podcasts.

In this week's Handelsbanken Insights Economic Update with James Sproule and Daniel Mahoney. As flash PMI figures light up our economics team's faces, does it mean the UK will avoid a recession? James and Dan also look at consumer confidence data and whether improved figures are reflected in the government's so-called happiness index. Finally, pressures are increasing on buy-to-let landlords. Jame...

With high levels of inflation looking to be slightly deflating, Handelsbanken's UK chief economist James Sproule joins UK economist Daniel Mahoney to discuss when we might see prices on the high street start to fall. Plus, the team looks at what might be affecting the UK's disappointing productivity levels, and considers whether data shows a connection to working from home. And as the FTSE 100 hit...

Join James Sproule and Daniel Mahoney for their insights into this week's key economic stories. On this edition of the podcast, the team tells us what the latest GDP figures say about the UK economy. They also look ahead to fresh data on inflation, employment and earnings. And as ever, we zoom in on part of the housing sector - this week James explains how prime property is holding up in an otherw...