Handelsbanken Insights Economic Update

It's time for the first interest rates decision of 2025, what does our UK Chief Economist James Sproule predict will happen?

Plus, he shares data showing how the UK's housing supply compares to other countries - and why it matters.

All in under 15 minutes.

Our Global Head of Forecasting Johan Löf joins the podcast this week to tell us what's in the latest Handelsbanken Global Macro Forecast.

Daniel Mahoney is also on hand to discuss the week's economic data, and Jasmine Crabb is here to share what's in January's Rate Wrap newsletter.

All in under 15 minutes.

You can subscribe to the Rate Wrap here:

https://handelsbanken-markets.co.uk/p/4UF2-5QU/sign-up-for-rate-wrap?dm_i=4UF2,HPX0,1QY9QF,24CDK,1

Read our Global Macro Forecast https://www.researchonline.se/document/O9ZT6zayCkGWIPLN0sv8Uw2

Our economics team of James Sproule and Daniel Mahoney look at the economic backdrop driving our predictions in Handelsbanken's upcoming Global Macro Forecast report, plus James explains what's behind private residential rent levels.

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James Sproule and Daniel Mahoney give their insights into what caused last week's drama in the UK bond market and what it means for the Chancellor's plans in her March statement.

And James explains how the October budget is affecting the value of prime property in the countryside.

🎇 On the first podcast of 2025, we look at business confidence, whether crypto's moment has come with the Trump presidency, and ask if the latest government mortgages data signals a positive start to the year?

All in under 15 minutes.

In our last episode of 2024, the team predicts an economically subdued new year and reveals how many interest rate cuts we could see in 2025.

All in under 15 minutes.

Rate and subscribe wherever you listen, and have a wonderful Christmas and New Year 🎄

What does our UK Chief Economist James Sproule think will happen to house prices in 2025? Plus, what are the trends in levels of UK business investment?

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James Sproule talks to Daniel Mahoney about business' response to the Budget.

Plus, Dan explains why there's some positive news for the UK housing market from the mortgage approval figures.

And our Head of Forecasting, Johan Löf, looks at the economy President Trump will inherit next year.

All in under 15 minutes.

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⏮ If you remember the late 1980s you'll remember that was the last time we had the kind of inflation that we've had in the past few years in the UK.

On a special edition of our podcast, we look at what's driven inflation spikes historically, how governments have tried to wrangle it and why your rate of inflation might be different from someone else's.

Plus, we get a preview of what's in this month's Rate Wrap newsletter - all squeezed into under 15 minutes.

Subscribe on your favourite podcast app, and speaking of rates, if you like, why not rate us too?

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https://handelsbanken-markets.co.uk/p/4UF2-5QU/sign-up-for-rate-wrap?dm_i=4UF2,HPX0,1QY9QF,24CDK,1

On Handelsbanken Insights this week with Sonia Rothwell and Daniel Mahoney.

The Chancellor's hotly-anticipated speech at the Mansion House revealed more detail on Rachel Reeves' plans for the UK economy - was it as downbeat an outlook as the headlines might suggest?

Plus, GDP slightly underwhelmed but is Dan concerned?

Looking further afield, how does the UK economy compare with our neighbours in Europe?

All in under 15 minutes.

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