Handelsbanken Insights Economic Update

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.

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As we launch our third annual Property Investor Report, join us for an in-depth look at our findings and broader housing market trends.

🔗 Read the Handelsbanken 2024 Property Investor Report here: https://www.handelsbanken.co.uk/tron/gbpu/info/contents/v1/document/52-226294

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.

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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.

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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.

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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 when we might see rates come down. They also look at how that links to what's happening to mortgage rates.

Plus, they explain why a new ONS rental index suggests that the property market fall may be at an end.

All in under 15 minutes.

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? They consider whether recent economic data could sway the MPC one way or the other.

Plus, a key indicator of health in the housing sector is the level of construction activity. James explains what he's seeing in the numbers and what that shows about where house prices may go.

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