Handelsbanken Insights Economic Update

Following the results of the US election, this week James Sproule and Daniel Mahoney look at how Donald Trump will approach trade deals compared with his predecessor. Plus, alongside the latest cut in interest rates the Bank of England offered a gloomier outlook for growth, James digs into the data.

Finally, James reveals what his analysis of commercial property shows about the direction of yields.

All in under 15 minutes.

Chancellor Rachel Reeves delivered Labour’s first Budget since 2010, and the first one ever delivered by a female chancellor. James Sproule and Daniel Mahoney have pulled together some of the most important announcements to explain what the Budget shows about the government’s plans for the UK economy over the next Parliament.

All in under 15 minutes.

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In a special episode of the podcast, our UK Chief Economist James Sproule is joined by our Head of Forecasting, Johan Löf to discuss the impact next week's US elections could have on the global - and UK - economic outlook.

From the threat of blanket global tariffs to more benign outcomes, they unpick what could be the consequences of the November 5 vote.

All in under 15 minutes.

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As the minutes count down to the actual Budget, this week the team discusses what the respected think tank the Institute for Fiscal Studies thinks are the Chancellor's options as it publishes its Green Budget.

Plus, what is driving capital values for the top 15% of commercial property?

And Tom Barker from our Capital Markets team joins the pod to tell us what's going to be in this month's Rate Wrap newsletter.

All in under 15 minutes.

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It's an interesting week for data which could influence the Bank of England's next interest rates decision. James Sproule and Daniel Mahoney discuss what the inflation and labour market figures might show and why.

And in a week where the Nobel Prize in Economics was awarded for research into prosperity, James looks at whether concerns that there'll be a flight of high net worth residents from the UK could be being overstated.

Finally, James looks at energy efficiency in the UK property sector.

All in under 15 minutes.

This week on the podcast, James Sproule and Daniel Mahoney explain why much better than expected US jobs figures affect the interest rates outlook in the UK.

Plus, why has UK business investment been so sluggish for so long?

Finally, James digs into what new government data shows about income equality in the UK.

All in under 15 minutes.

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James Sproule joins Sonia Rothwell on this week’s Economic Update, to chat about the economic news you need to know.

They discuss what the latest flash PMI numbers say about the prospects for the UK economy.

Plus, following Chancellor Rachel Reeves’ speech to the Labour Party conference, were there any hints as to what we might expect from her first budget?

And in a new monthly segment for the podcast, Cameron Willard from our Capital Markets team is joining us to talk

All in under 15 minutes.

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🧮 With a long gap between the General Election and Chancellor Rachel Reeves' first Budget, recent data measuring consumer and business confidence is showing a slight wobble. In this week's podcast, James Sproule and Daniel Mahoney unpack what the Bank of England's interest rate-hold as well as confidence surveys say about the outlook for the UK economy.

And if extra long-term economic projections are your thing, James takes a look at the Office for Budget Responsibility's Fiscal Risks and Sustainability report - which looks ahead at the next 50 years.

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💡 Read our most recent Global Macro Forecast.

We welcome a new expert to the podcast this week as our Head of Forecasting Johan Löf chats to James Sproule about Handelsbanken's latest Global Macro Forecast (spoiler alert: it's positive news).

Plus, as the Bank of England prepares to vote on interest rates, UK Economist Daniel Mahoney shares what he expects to see.

All in under 15 minutes.

As ever, please subscribe and rate us wherever you're listening.

Read our Global Macro Forecast

Transport trends and what's happening to productivity are on the agenda for this week's podcast with James Sproule and Daniel Mahoney.

James has been looking at a number of datasets to find out how the UK's transport habits are changing and what that might mean for wfh trends (two trends for the price of one!).

Plus, measuring productivity is not easy but what can we glean from the available data? James takes a look.

And finally, with speculation around potential tax rises on premium property in the coming Budget, James looks at where the market is at the moment.

All in under 15 minutes.

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