Handelsbanken Insights Economic Update

By Handelsbanken plcNews Business News

Handelsbanken Insights Economic Update episodes

December 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 what has surprised James and Dan in the economic world in the past year?
All in under 15 minutes.
We're back in 2024, meantime we wish all of our listeners and subscribers a Merry Christmas and peaceful new year.
14 min
December 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 think the correction in house prices will be.
All in under 15 minutes.
Please rate and subscribe wherever you get your podcasts.
13 min
December 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 increase. Plus, as retailers cross their fingers for an economic boost from the December shopping rush, Dan and James ask if they have cause to be optimistic.
We love to hear what you think of the podcast, so please rate and review us wherever you're listening.
10 min
November 27, 2023 #121 Autumn Statement unpacked, and why ☔ = 📉 for the economy
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 factor in how well the economy is doing. James explains how 2023's damp meteorological statistics are weighing on the UK economy.
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14 min
November 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 look out for when the Chancellor speaks on Wednesday.
And to end, James has some good news about AI. Listen in to find out more.
Please subscribe and rate us on the app where you're listening.
15 min
November 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 retail property values.
Catch up in under 15 minutes wherever you get your podcasts.

Mentioned in this episode:
Episode #116 Beware the bond vigilantes!
11 min
November 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 into data on the energy efficiency of the UK's housing stock.
Listen and subscribe wherever you get your podcasts.
13 min
October 30, 2023 #117 👻 Should we expect a fright at the MPC meeting?
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 of the housing sector, and as we're in Hallowe'en season, James shares what he thinks is spooking the UK economy.
🎃 Rate us wherever you're listening and don't forget to subscribe!
13 min
October 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 - the bond vigilante.
But who are bond vigilantes? What do they do? And why are they giving market watchers jitters?
Charlie Neil and Cameron Willard from our Capital Markets team join Daniel Mahoney to discuss the power that bond investors have over markets and why.
Listen, rate us and subscribe on your preferred podcast platform.
16 min
October 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 one. James explains why.
And in our regular look at news from the property world, James shares insights from a report into post-pandemic demand trends in the international office, retail, and residential property sectors.
All in under 10 minutes.
Listen and subscribe on your favourite podcast app.

Empty Spaces and Hybrid Places: McKinsey report mentioned in the podcast:
empty-spaces-and-hybrid-places-the-pandemics-lasting-impact-on-real-estate-v2.pdf (mckinsey.com)
10 min