Handelsbanken Insights Economic Update

By Handelsbanken plcNews Business News

Handelsbanken Insights Economic Update episodes

October 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 attract the most attention as we gear up for the campaign.
Plus, Dan's been looking at the latest office valuation data and surprisingly there is one city which is bucking the downward trend - want to guess where it is?
Catch up in under 15 minutes.
*Recorded on 6 October
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15 min
October 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 cables, war, and natural disasters but not high inflation? James takes a look at the complicated world of measuring risk.
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14 min
September 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 buy-to-let market? Has there really been a huge exodus of landlords? James shares his thinking.
Catch up with the economics news you need to know - in under 15 minutes (just).
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15 min
September 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 one year on from Kwasi Kwarteng's so-called "mini-budget" James and Dan look at the economic legacy of a plan which curtailed Liz Truss' tenancy in Downing Street.
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16 min
September 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 price cap might affect inflation. Finally, Dan's got some interesting insights into what commercial property valuations tell us about the health of our town and city centres. Subscribe and rate us wherever you're listening.
13 min
September 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 positive news can have an impact on consumer confidence.
Plus, as the UK housing sector battles headwinds from high interest rates, James looks at what's happening in the prime section of the market.
Don't miss an episode - follow the podcast wherever you're listening.
15 min
July 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 team explains how key events - the lifting of Covid restrictions, the Ukraine invasion, and the mini-Budget - disrupted the UK and global economies, and share whether they think we will avoid recession as a result.
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23 min
July 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 talk about the impact financial conditions are having on UK deposit activity.
And as organisations continue to weigh the pros and cons of WFH, Dan talks about some interesting new research which dives into the reality of the trend.
All in under 15 minutes.
Listen, rate and subscribe wherever you get your podcasts.
Working from home research data site:
https://wfhresearch.com/
11 min
July 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 ratio passes 100%, James sets out why the BoE's balance sheet will add to further debt burdens.
And finally, as the housing market continues to battle challenging times, what impact is that having on the construction sector?
Catch up in under 15 minutes.
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Reports mentioned in this episode
Read our analysis of the impact of quantitative tightening: https://reonapi.researchonline.se/f/MiMLlKT2lUKNOfKGYqzGMg2

11 min
July 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 interest rates, our UK chief economist James Sproule happily digs into the very long term data to reveal what's a stable long-term interest rate.
Catch up with James and UK economist Daniel Mahoney in under 15 minutes.
Listen, rate and subscribe wherever you're listening.

Featured reports 🔗
Bank of England Money and Credit Data:
Money and Credit - May 2023 | Bank of England
A Millennium of Macroeconomic Data
Research datasets | Bank of England
15 min