Handelsbanken Insights Economic Update

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.

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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.

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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.

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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).

And finally, he gives a summary of what's happening in the residential property sector.

All in under 15 minutes.

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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.

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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.

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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).

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⚡ 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.