Daniel Mahoney, James Sproule and Johan Löf talk about the cautiously positive thinking behind the latest Global Macro Forecast, our flagship research report which is published three times per year.

Download and read it here.

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Our weekly podcast is back for the autumn.

Since our last episode the UK has gained a new prime minister and new chancellor but some problems haven't changed much since July.

In this week's opening episode, James Sproule and Daniel Mahoney look at the current issues heating up global bond markets.

They also turn their attention to commercial property where higher gilt yields have squeezed the premium commercial property typically enjoys over them.

What could happen next to valuations and yields?

🎧 Listen in to find out.

As we get ready to put away the microphones until September, there's just time to look ahead to the Bank of England's interest rate decision on July 30, and dig into what's happening in the US economy - why does it seem to be defying economic gravity? Plus, what is happening with AI stocks and why?

With Daniel Mahoney, Cameron Willard and Johan Löf.

Subscribe where you're listening to get our first podcast of the new season, out on September 7.

As Andy Burnham is confirmed as the new UK prime minister, Sonia Rothwell and Daniel Mahoney pick out some of the areas of economic stress that await in the Downing St in-tray.

As the Middle East ceasefire appears to have collapsed, how is it feeding into markets? And could AI be a blessing or challenge for the new PM as he pledges to fix the economy?

All in under 15 minutes.

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In this week's podcast, Daniel Mahoney and James Sproule gauge the economic impact of the latest escalation between Iran, the US and Israel.

Plus, James talks about the OBR's view of what the UK economy could look like 50 years in the future.

And is the UK becoming more or less unequal?

Listen in to find out.

A new dawn is imminent in Westminster, so Sonia Rothwell and James Sproule discuss some of the ideas being floated by the man expected to become the UK's next prime minister, Andy Burnham.

And the Bank of England’s influential decision-makers panel reported last week – what’s keeping the UK’s CFOs awake at night?

And in our regular property segment, as 10-year gilt yields are raised, what’s the long-term impact on property returns?

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On a special spotlight edition of the podcast this week, we're looking at how the spike in oil prices has affected central banks' plans for interest rates.

Join Daniel Mahoney and Johan Löf as they look at which signals central banks are listening to as they plot the path of base rates.

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On this week's Handelsbanken Insights podcast, James Sproule and Daniel Mahoney react to the breaking news that Sir Keir Starmer is resigning as the UK's prime minister and as leader of the Labour Party. The big question for markets is who will be the likely new chancellor?

Plus, James and Dan dig into what the latest Bank of England MPC decision and other data tell us about the path of interest rates.

All in under 15 minutes.

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After several false dawns, has a peace deal finally been agreed in the Middle East? Daniel Mahoney and James Sproule set out how the economic picture could change if the deal endures.

Plus, David Cameron's happiness index was meant to be a way of tracking how content we are with our lives. James has looked at it and finds something surprising.

And although reports say the house planning process is slightly improved, James looks at whether that's enough to revive the UK's housing construction activity.

All in under 15 minutes.

📊 If you want a regular update of economics news, click through to our economic research hub: https://handelsbanken.researchonline.se/macro

As the Fed's new Chair Kevin Warsh prepares for his first meeting in charge, he's facing a complicated economic and political environment. On this week's podcast, our Global Head of Forecasting Johan Löf joins Daniel Mahoney and James Sproule to explain why.

And James shares how recent data on consumer credit and purchasing managers confidence is affecting his view on the outlook for the UK economy. All in under 15 minutes.

We'd love to hear what you think, why not leave us a comment?

💡Browse our other macro economic insights and reports.