Handelsbanken Insights Economic Update

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 UK.

Plus, how well-received was the Budget and will it, after all, be the last before a general election as many commentators believe?

And James explains how the size of the labour force affects the health of the economy.

All in under 15 minutes.

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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 in January.

And in our regular property segment, Dan digs into the growing difference between how investible primary and secondary commercial property is - and it doesn't always reflect the asset class.

All in under 15 minutes.

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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 latest business confidence figures - do they point to better days ahead?

And in our regular property segment, James shares why he's changed our forecast for how far the house price correction has to go.

Catch up in under 15 minutes.

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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:

🔹 What's behind the UK's dip into recession

🔹 Why inflation didn't increase as expected

🔹 Plus what is happening to commercial property yields?

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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 the UK economy and the path of interest rates. Plus, an update on how the situation in the Red Sea region is affecting supply chains.

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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 Federal Reserve's closely-watched commentary on the path for US interest rates. Also, what does all of this mean for the UK economy?

Find out in under 15 minutes.

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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:

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 affect energy prices in the UK and Europe and ultimately, inflation.

Finally the team considers whether latest figures on the labour market offer some much-needed economic good news.

All in under 15 minutes.

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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 the height of the COVID-19 pandemic, could some parts of the economy be back to a pre-COVID normal?

And with recent shocks to supply chains, James considers if the long-speculated arrival of so-called "onshoring" will finally happen.

All in under 15 minutes.

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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 we take heart from an uptick in house prices as revealed by Halifax recently or is there more to the numbers? And James digs into some interesting data on property yields.

You can listen and subscribe wherever you get your podcasts.