Handelsbanken Insights Economic Update

The IMF delivered a "could do better" report on the UK economy. James Sproule and Daniel Mahoney look at what it said and why. And James reveals why the spreads on some corporate bonds are causing concerns about the global economy.

Plus, as we near the autumn budget, James explains some of Chancellor Rachel Reeves' options.

What do you think will be in the budget? Why not leave us a comment where you're listening?

🪙 When James Sproule was growing up, gold was $35 per ounce. Today it's more than $4,000 per ounce. On the podcast this week we look at what's driving the surge in the price of gold and other precious metals.

Plus, James and Daniel Mahoney ask what could happen to the global economy if a potential AI stocks bubble pops.

Let us know what you think in the comments.

James Sproule is joined by our Global Head of Forecasting, Johan Löf to unpick how the shock resignation of France's latest prime minister is being felt by markets. Plus, could the UK's pipeline of new homes be hit by rising costs?

Subscribe and rate us wherever you're listening.

This week James and Dan round up the latest UK data - does it change their outlook for the economy?

Plus, could changing attitudes to technology help UK productivity growth?

All in under 15 minutes.

What do you think? Drop us a comment wherever you're listening.

The Bank of England rates decision wasn't the biggest story to come out of last week's MPC meeting. Dan and James unpack the news on quantitative tightening and explain why it matters.

Plus, house prices in England are on paper more affordable than they were in 2022 but James explains why he thinks that's not the full picture.

Subscribe and rate us wherever you're listening - and why not drop us your thoughts in the comments?

Join James Sproule, Daniel Mahoney and Global Head of Forecasting Johan Löf to hear what's in our latest in-depth look at the health of the global economy, as well as why September is a key month in the Bank of England's calendar.

All in under 15 minutes.

Read the Handelsbanken Global Macro Forecast, September 2025.

On this week's podcast, Daniel Mahoney and James Sproule look at what high yields mean in the long-dated gilts market, consider a property tax idea being mooted for inclusion in the autumn budget, and reveal good news at last from the office property market.

Please rate us wherever you're listening.

We're back after our break to discuss the impact of the summer's big news in macroeconomics.

From the Bank of England's rate decision to what might be in the autumn Budget, James Sproule and Daniel Mahoney are here to bring you up to date in under 15 minutes.

Rate us and subscribe wherever you're listening.

Join James Sproule, Daniel Mahoney and Cameron Willard for our season finale, a longer than usual episode (there's lots to cover) looking at how the world of money and markets has shaped up in the first half of 2025.

📊 How have Trump tariffs played out?

📊 Who's benefited from market volatility?

📊 Where will the chancellor find the extra cash needed for the economy?

Grab a coffee and listen in.

We're taking a break through August, join us again on September 1.

How did the chancellor's much anticipated Mansion House speech go down and does it change the outlook for the UK economy? James Sproule and Daniel Mahoney look into the detail.

Plus, how might the latest employment and inflation affect the next interest rates decision?

Let us know what you think of the podcast - why not drop us a review?