Handelsbanken Insights

Join us for a roundup of the biggest recent economics stories including the latest Bank of England rates decision and better than expected growth news. UK Economist Daniel Mahoney will be running through the numbers with this week's host Sonia Rothwell.And our Head of Forecasting Johan Löf is on hand to talk about what's in the latest edition of our Global Macro Forecast - which you can read here .

Daniel Mahoney and James Sproule find some bright spots in property data news and dig into whether better than expected GDP growth can be sustained.Rate us and subscribe to Handelsbanken Insights wherever you're listening.While you're here...⚡Just released: Our 2025 Property Investor ReportKey findings

Sonia Rothwell is joined by UK Chief Economist James Sproule, and Head of Forecasting Johan Löf to discuss the Bank of England rates decision, UK trade deals with India and the US plus the breaking news about a tariffs deal between the US and China.Rate us and subscribe wherever you listen.

In our weekly podcast, James Sproule and Daniel Mahoney dive into some of the first UK data since #Trumptariffs were announced, to see if their impact on business and consumer confidence is showing.

On an extended edition of our regular podcast, Cameron Willard from our Capital Markets team joins Sonia Rothwell and Daniel Mahoney to take stock of the markets fallout from President Trump's tariff diplomacy. And Dan explains how an unusual Saturday session of Parliament is linked to economic resilience.Rate us and subscribe wherever you're listening.Sign up to our daily Market Wrap updates: https://handelsbanken-markets.co.uk/p/4UF2-5S3/sign-up-for-the-daily-market-wrap

Our economics experts James Sproule, Johan Löf and Daniel Mahoney share their insights to help you understand how markets are dealing with President Trump's tariff diplomacy and what could be the impact.

James Sproule and Daniel Mahoney pick out the most eye-catching announcements from the Chancellor's Spring Statement, and James takes a look at housing affordability and commercial property yields.Subscribe and rate us wherever you're listening.

James Sproule joins Daniel Mahoney to look at the choices and data facing Chancellor Rachel Reeves as she prepares to deliver her first Spring Statement.Plus, our Head of Forecasting Johan Löf joins Dan and James to explain how countries are responding to President Trump's tariffs, and sifts through some of the data to figure out their impact on business and consumer sentiment in the US.All in under 15 minutes.

The Bank of England votes this week on whether to move interest rates, however most analysts are expecting it to hold base rate at 4.5%. Handelsbanken's UK Chief Economist James Sproule joins Daniel Mahoney to explain what this and other recent data means for Rachel Reeves' options as we count down to the Spring Statement, and James rounds up relevant economic news from the US.All in under 15 minutes.

James Sproule and Daniel Mahoney have the latest on the fallout from President Trump's developing trade tariff strategy, plus where is UK business confidence at - according to CFOs? And James looks at what the latest global demographic data shows and how it could affect the UK economy.All wrapped up in under 15 minutes.Listen, rate and subscribe on your favourite podcast app.

On this week's episode with James Sproule.Daniel Mahoney looks at why the Bank of England's raised its forecast for inflation, and our Head of Forecasting Johan Löf joins the pod to explain why President Trump's call for more European defence spending will affect Chancellor Rachel Reeves' choices for the Spring Statement.All in under 15 minutes.

James Sproule and Daniel Mahoney look across the continent to discuss what the results of Germany's elections mean for Europe's economic powerhouse. James takes an in-depth look at prospects for commercial property. And Cameron Willard from our Capital Markets team joins the pod for a preview of the latest Rate Wrap newsletter.All in under 15 minutes.You can subscribe to the Rate Wrap here.

This week, as well as giving their thoughts on the latest UK productivity figures, the team takes an in-depth look at trends in the commercial property sector including the effects working from home continues to have.All in under 15 minutes - please listen and rate us

On this week's slightly longer than usual episode,Daniel Mahoney,James Sproule andJohan Löf dig into the Bank of England's latest rate decision, President Trump's trade tariff diplomacy and the potential impact, andJames has a roundup of news from the UK housing market.Like this podcast? Please leave us a review wherever you're listening.

It's time for the first interest rates decision of 2025, what does our UK Chief Economist James Sproule predict will happen? Plus, he shares data showing how the UK's housing supply compares to other countries - and why it matters. All in under 15 minutes.

Our Global Head of Forecasting Johan Löf joins the podcast this week to tell us what's in the latest Handelsbanken Global Macro Forecast.Daniel Mahoney is also on hand to discuss the week's economic data, and Jasmine Crabb is here to share what's in January's Rate Wrap newsletter.All in under 15 minutes.You can subscribe to the Rate Wrap here:https://handelsbanken-markets.co.uk/p/4UF2-5QU/sign-up-for-rate-wrap?dm_i=4UF2,HPX0,1QY9QF,24CDK,1Read our Global Macro Forecast https://www.researchonline.se/document/O9ZT6zayCkGWIPLN0sv8Uw2

Our economics team of James Sproule and Daniel Mahoney look at the economic backdrop driving our predictions in Handelsbanken's upcoming Global Macro Forecast report, plus James explains what's behind private residential rent levels. Please subscribe and rate us wherever you're listening.

James Sproule and Daniel Mahoney give their insights into what caused last week's drama in the UK bond market and what it means for the Chancellor's plans in her March statement. And James explains how the October budget is affecting the value of prime property in the countryside.

In our last episode of 2024, the team predicts an economically subdued new year and reveals how many interest rate cuts we could see in 2025. All in under 15 minutes. Rate and subscribe wherever you listen, and have a wonderful Christmas and New Year

What does our UK Chief Economist James Sproule think will happen to house prices in 2025? Plus, what are the trends in levels of UK business investment? Rate and subscribe wherever you're listening.

James Sproule talks to Daniel Mahoney about business' response to the Budget.Plus, Dan explains why there's some positive news for the UK housing market from the mortgage approval figures.And our Head of Forecasting, Johan Löf, looks at the economy President Trump will inherit next year.All in under 15 minutes.Rate us wherever you're listening.

⏮ If you remember the late 1980s you'll remember that was the last time we had the kind of inflation that we've had in the past few years in the UK. On a special edition of our podcast, we look at what's driven inflation spikes historically, how governments have tried to wrangle it and why your rate of inflation might be different from someone else's. Plus, we get a preview of what's in this month's Rate Wrap newsletter - all squeezed into under 15 minutes. Subscribe on your favourite podcast app, and speaking of rates, if you like, why not rate us too? Sign up to the Rate Wrap: https://handelsbanken-markets.co.uk/p/4UF2-5QU/sign-up-for-rate-wrap?dm_i=4UF2,HPX0,1QY9QF,24CDK,1

On Handelsbanken Insights this week with Sonia Rothwell and Daniel Mahoney. The Chancellor's hotly-anticipated speech at the Mansion House revealed more detail on Rachel Reeves' plans for the UK economy - was it as downbeat an outlook as the headlines might suggest? Plus, GDP slightly underwhelmed but is Dan concerned? Looking further afield, how does the UK economy compare with our neighbours in Europe? All in under 15 minutes. Listen, rate, subscribe wherever you get your podcasts.

Following the results of the US election, this week James Sproule and Daniel Mahoney look at how Donald Trump will approach trade deals compared with his predecessor. Plus, alongside the latest cut in interest rates the Bank of England offered a gloomier outlook for growth, James digs into the data. Finally, James reveals what his analysis of commercial property shows about the direction of yields. All in under 15 minutes.

Chancellor Rachel Reeves delivered Labour's first Budget since 2010, and the first one ever delivered by a female chancellor. James Sproule and Daniel Mahoney have pulled together some of the most important announcements to explain what the Budget shows about the government's plans for the UK economy over the next Parliament. All in under 15 minutes. Why not review us wherever you're listening?

In a special episode of the podcast, our UK Chief Economist James Sproule is joined by our Head of Forecasting, Johan Löf to discuss the impact next week's US elections could have on the global - and UK - economic outlook. From the threat of blanket global tariffs to more benign outcomes, they unpick what could be the consequences of the November 5 vote. All in under 15 minutes. Listen and subscribe wherever you get your podcasts - and why not leave us a review while you're there?

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 Wrap newsletter. All in under 15 minutes. Sign up to the Rate Wrap.

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 UK could be being overstated. Finally, James looks at energy efficiency in the UK property sector. All in under 15 minutes.

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 podcast, Cameron Willard from our Capital Markets team is joining us to talk about what's happening in the world of interest rates and beyond. All in under 15 minutes. Why not leave us a review wherever you're listening? Sign-up to our Daily Market Wrap email. Sign-up to our Monthly Rate Wrap email.

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 you're listening. Read our Global Macro Forecast

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 available data? James takes a look. And finally, with speculation around potential tax rises on premium property in the coming Budget, James looks at where the market is at the moment. All in under 15 minutes. Please rate us and subscribe wherever you're listening.

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 commercial property reveals about emerging trends. All in under 15 minutes. Listen, rate and subscribe on your favourite podcast app.

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 trivia. It's a bumper edition until we see you again in September. Please subscribe and rate us wherever you're listening.

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 where you're listening so that you don't miss an episode?

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 why we should be following what the Bank for International Settlements has to say about commercial real estate. And finally, he gives a summary of what's happening in the residential property sector. All in under 15 minutes. Listen and subscribe wherever you get your podcasts.

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 news? Listen in to find out. Follow us wherever you get your podcasts and why not leave us a review too?

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 your podcasts.

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 data on how the UK's property taxes compare to our peers. All in under 15 minutes (just). Listen, subscribe and rate us on your favourite podcast app.

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 share the podcast too?

⚡ 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 wherever you're listening.

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 the UK - you might be surprised by what he's found. All in under 15 minutes. Listen, rate and subscribe wherever you get your podcasts.

As we launch our third annual Property Investor Survey, 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 are popular, which areas investors are targeting, and in a general election year, how a new government may want to reshape the property sector. It's a longer episode than usual so we've broken it down into bite-sized chapters. Listen and subscribe on your favourite podcast app. 00:00:00 Welcome 00:00:41 What's driving the market at the moment? 00:05:12 Interest rate expectations and impact 00:09:14 Is residential or commercial favourite? 00:13:51 Investor hotspot regions 00:17:02 Least popular regions 00:18:18 Should we raise minimum EPC ratings? 00:22:03 New government, new property rules?

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. All in under 15 minutes. Stream, listen and subscribe wherever you get your podcasts.

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 house prices for the rest of 2024. All in under 15 minutes. Stream and subscribe wherever you get your podcasts.

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 Chair Ben Bernanke that may sound the death knell for fan charts. All in under 15 minutes. Listen and subscribe wherever you get your podcasts.

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.