Handelsbanken Insights Economic Update

By Handelsbanken UK

Business News

What's Handelsbanken Insights Economic Update about?

Welcome to the Handelsbanken Insights podcast where we share news and commentary on the UK economy and property sector.

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Handelsbanken Insights Economic Update episodes:

05.22.2024
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...
05.20.2024
#142 What have jobs and earnings got to do with interest rates? (lots)
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...
05.13.2024
#141 After a technical recession, a technical recovery?
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...
04.29.2024
#140 Any signs that housing starts have kick-started?
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...
04.22.2024
#139 Israel responds, markets don't
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...
04.15.2024
#138 The economic impact of Iran's attack on Israel
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...
04.08.2024
#137 *checks notes* Good economic news?
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...
03.25.2024
#136 Counting down to interest rate cuts ✂
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...
03.18.2024
#135 UK economy: "The lethargy continues"
With the Bank of England Monetary Policy Committee meeting this week, James Sproule and Daniel Mahoney look at whether we can expect to see interest rates changing, and ask is that even the most interesting detail to look out for?...
03.11.2024
#134 Why we should care about US employment
On this week's Economic Update podcast with James Sproule and Sonia Rothwell, we hear why the US labour market is a key indicator for where US interest rates will go next - and why that matters to us in the...
03.04.2024
#133 Please take your seats for Budget Week
The biggest economic story in town this week is what's expected to be the final UK Budget statement before the General Election. Sonia Rothwell and Daniel Mahoney talk about the Chancellor's options and why they're not as optimal as they were...
02.26.2024
#132 Why the residential property price plunge is almost over
On this week's podcast, James Sproule and Daniel Mahoney consider whether recent data on UK borrowing gives Chancellor Jeremy Hunt more options in next week's Budget. Plus, with the economy also fuelled by confidence, James and Dan dig into the...
02.19.2024
#131 Inflation, GDP, commercial property values - unpacked
Last week there was a glut of data on the health of the UK economy, but luckily James Sproule and Daniel Mahoney are on hand to put it all into context. Join us to hear:
02.12.2024
#130 Economic data enthusiasts in for a big week
Our economics team is in for a busy week as inflation, GDP and employment and earnings figures all arrive in in-boxes. Join James Sproule and Daniel Mahoney as they look at what we might see and what it might say about...
02.05.2024
#129 The up and down world of interest rates and inflation
It's been a significant week for watchers of global interest rates so on this episode of the podcast, James Sproule and Daniel Mahoney unpick the Bank of England's split decision (the first decision of 2024) on interest rates, and the...
01.29.2024
#128
This week on the podcast, James Sproule and Daniel Mahoney reveal our outlook for the global economy as set out in our first Global Macroeconomic Forecast of the year. You can read it in full here: https://www.handelsbanken.se/tron/public/info/contents/v1/document/35-99687 You can rate us...
01.22.2024
#127 Inflation figures unexpectedly inflate
Inflation surprised analysts and markets by increasing to 4%. Daniel Mahoney tells James Sproule how the news affected the outlook for interest rate cuts. Plus as geopolitical tensions continue in the Red Sea, Daniel explains how and why the uncertainty will...
01.15.2024
#126 Red Sea tensions ➡ economic effects
Geopolitical tensions in the Red Sea are in focus on this week's podcast as James Sproule and Daniel Mahoney look at how drone strikes and military action in the area are affecting global trade. Plus: it seems a long time since...
01.08.2024
#125
Happy New Year to all of our listeners and a special welcome to our new subscribers! On this week's Economic Update, James Sproule and Daniel Mahoney take a pulse check on interest rates and their likely direction across 2024. Plus, can...
12.18.2023
#124 As 2023 ends, are we in for a bleak midwinter? ❄
On our final podcast of 2023, James Sproule and Daniel Mahoney reflect on how the economy looks at the end of another turbulent year. Have interest rate decisions matched expectations? Are the major central banks in lockstep on rate cuts? And...
12.11.2023
#123 Some bright spots in dark economic times
On our penultimate podcast of 2023, James Sproule tells Daniel Mahoney why the Bank of England's financial stability report has some positive news to take us into the new year. Plus we share some positive news on how deep we...
12.04.2023
#122 Mortgage approvals up, savings up, but a Christmas economic boost looks unlikely
Daniel Mahoney and James Sproule discuss a mixed bag of economic news. The Bank of England's money and credit report showed a suggestion of positive news with mortgage approvals slightly up, but Dan warns against reading too much into the...
11.27.2023
#121 Autumn Statement unpacked, and why ☔ =
On episode 121 of the podcast, James Sproule and Daniel Mahoney unpick the key parts of the Chancellor's Autumn Statement. They also take a health check on consumer and business confidence following the latest figures. Finally, the weather can be a...
11.21.2023
#120 Autumn Statement week is in full swing
This week on the podcast, James Sproule explains why there's more than meets the eye to the UK's latest inflation figures. He also discusses the main economic takeaways from Rishi Sunak's pre-Autumn statement speech, and highlights a few things to...
11.13.2023
#119 How is WFH affecting retail property values?
On this week's Economic Update with Daniel Mahoney and James Sproule, our expert economists explain what the latest GDP figures say about the health of the UK economy. And, James unpacks recent research on the impact of where we work on...
11.06.2023
#118 How energy efficient are our homes?
As the Bank of England left interest rates unchanged at its last meeting, James Sproule and Daniel Mahoney turn their attention to the bank's accompanying inflation report for signs of where monetary policy might go next. Plus, James has been looking...
10.30.2023
#117
Sonia Rothwell joins Handelsbanken's UK chief economist James Sproule to discuss what might happen to interest rates this week as the Bank of England's monetary policy committee meets. Plus what data on sales and mortgage approvals says about the health...
10.26.2023
#116 Beware the bond vigilantes!
Bill Clinton's political adviser James Carville famously wisecracked he'd like to be reincarnated as the bond market, because that way "You can intimidate everybody". Recently there have been concerns that an old foe is lurking in the bond markets -...
10.16.2023
#115 Does UK GDP mostly "stumbling along" = a recession?
On this week's episode of our economics news roundup with James Sproule and Daniel Mahoney. Latest GDP figures haven't triggered rejoicing among economists (including James Sproule,) and instead suggest there is still the prospect of a recession, albeit a shallow...
10.09.2023
#114 How are office valuations holding up?
Is it too early to look at what might be the economic talking points of the general election campaign? This week on the podcast, James Sproule and Daniel Mahoney look at the parts of the economy which are likely to...
10.02.2023
#113 Z-POP - is it the new K-Pop? (Maybe, if you're an economist)
Dan Mahoney and James Sproule take a look at the latest numbers painting a picture of UK economic performance. Plus, it's not a hot new music trend, so why should we care about Z-POP? James explains. And what includes, cut undersea...
09.25.2023
#112 "We've reached the top"
On our weekly podcast with Daniel Mahoney and James Sproule. Following a packed week for economic data, our UK Chief Economist James Sproule explains why we're saying interest rates have peaked. Plus, what's the truth about the health of the...
09.18.2023
#111 GDP, energy prices, and did 2022's mini-budget have a maxi impact?
On the podcast this week, James Sproule and Daniel Mahoney discuss what contributed to disappointing July GDP figures. They also look into data on the number of businesses starts and insolvencies and what the figures say about the UK economy. And...
09.11.2023
#110 Who's afraid of wage price persistence?
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...
09.04.2023
#109 We're back - did we miss anything?
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...
07.26.2023
#108 Wait, what just happened?
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...
07.17.2023
#107 Markets hold their breath for the UK's next inflation figures
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...
07.10.2023
#106 Yes, but what do people *really* think of inflation?
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...
07.03.2023
#105 What's the average long-term stable interest rate?
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...
06.26.2023
#104 One interest rate hike, many consequences
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...
06.19.2023
#103 Economic Update International Edition (from Sweden)
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...
06.13.2023
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...
06.12.2023
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...
06.05.2023
#102 Interest rates get (even) more interesting
06.01.2023
#101 Inflation reflection and why everyone's rewriting their economic forecasts
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...
05.22.2023
#
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....
05.15.2023
#99 Why UK growth is so lacklustre
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...
05.10.2023
⚡ Special markets episode: where are sterling, interest rates, and energy prices headed and why?
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...
04.24.2023
#98 So what's happening to the housing rental market?
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...
04.17.2023
#97 Choppy GDP figures, and the magical impact of the base effect.
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...

What's Handelsbanken Insights Economic Update about?

Download our free app to listen on your phone

Handelsbanken Insights Economic Update episodes:

#142 What have jobs and earnings got to do with interest rates? (lots)

#141 After a technical recession, a technical recovery?

#140 Any signs that housing starts have kick-started?

#139 Israel responds, markets don't

#138 The economic impact of Iran's attack on Israel

#137 *checks notes* Good economic news?

#136 Counting down to interest rate cuts ✂

#135 UK economy: "The lethargy continues"

#134 Why we should care about US employment

#133 Please take your seats for Budget Week

#132 Why the residential property price plunge is almost over

#131 Inflation, GDP, commercial property values - unpacked

#130 Economic data enthusiasts in for a big week

#129 The up and down world of interest rates and inflation

#128

#127 Inflation figures unexpectedly inflate

#126 Red Sea tensions ➡ economic effects

#125

#124 As 2023 ends, are we in for a bleak midwinter? ❄

#123 Some bright spots in dark economic times

#122 Mortgage approvals up, savings up, but a Christmas economic boost looks unlikely

#121 Autumn Statement unpacked, and why ☔ =

#120 Autumn Statement week is in full swing

#119 How is WFH affecting retail property values?

#118 How energy efficient are our homes?

#117

#116 Beware the bond vigilantes!

#115 Does UK GDP mostly "stumbling along" = a recession?

#114 How are office valuations holding up?

#113 Z-POP - is it the new K-Pop? (Maybe, if you're an economist)

#112 "We've reached the top"

#111 GDP, energy prices, and did 2022's mini-budget have a maxi impact?

#110 Who's afraid of wage price persistence?

#109 We're back - did we miss anything?

#108 Wait, what just happened?

#107 Markets hold their breath for the UK's next inflation figures

#106 Yes, but what do people *really* think of inflation?

#105 What's the average long-term stable interest rate?

#104 One interest rate hike, many consequences

#103 Economic Update International Edition (from Sweden)

#102 Interest rates get (even) more interesting

#101 Inflation reflection and why everyone's rewriting their economic forecasts

#

#99 Why UK growth is so lacklustre

⚡ Special markets episode: where are sterling, interest rates, and energy prices headed and why?

#98 So what's happening to the housing rental market?

#97 Choppy GDP figures, and the magical impact of the base effect.

Other shows like Handelsbanken Insights Economic Update:

#137 checks notes Good economic news?

#106 Yes, but what do people really think of inflation?