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. Listen, rate, subscribe wherever you get your podcasts.

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. Why not review us wherever you're listening?

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. Listen and subscribe wherever you get your podcasts - and why not leave us a review while you're there?

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. Sign up to the Rate Wrap.

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...

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. Subscribe and rate us wherever you're listening.

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 about what’s...

🧮 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...

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...

In the first Handelsbanken Insights episode of our new season, James Sproule and Daniel Mahoney recap what happened while we were away, including the impact of the first interest rate cut of the current cycle. Plus as the rumour mill cranks into life ahead of Rachel Reeves' first budget, James explains why we should look out for "kite flying". And James digs into what data on commercial property reveals about emerging trends. All in under 15 minutes. Listen, rate and subscribe on your...

For the final episode of this season of Handelsbanken Insights Economic Update, James and Dan welcome Jasmine Crabb from our Capital Markets Desk to answer some of the most-asked questions from our event audiences. They explain what causes inflation, where are interest rates going, which data they all look at when making their economic forecasts, and also share their favourite piece of economic trivia. It's a bumper edition until we see you again in September. Please subscribe and rate us...

On the penultimate episode of this season, James Sproule and Daniel Mahoney take a look at three of the 40 bills announced in last week's King's Speech. They also consider how that and recent jobs and inflation data could decide when we'll see the first interest rate cut. And finally, a deep dive into the health of the London offices market. All in under 15 minutes. Why not follow us where you're listening so that you don't miss an episode?

Inflation and earnings data are going to provide the data backdrop to this week's King's Speech where the new government will set out its legislative programme for the year. Our UK Chief Economist James Sproule tells Sonia Rothwell what he's expecting the numbers to show and what they could mean for interest rate cuts (includes bonus "in the bag" trivia). Plus, James shares why we should be following what the Bank for International Settlements has to say about commercial real estate. And...

In a packed podcast this week. After the UK and French elections, Sonia Rothwell and Daniel Mahoney talk about how the markets have responded to the results, including why housebuilders' stocks received a boost in the UK. Dan also shares what the new government's plans are for the economy as well as the challenges it faces. Plus, is the latest Bank of England data on savings levels good news? Listen in to find out. Follow us wherever you get your podcasts and why not leave us a review too?

It's been a week of election drama, but don't worry, James Sproule and Daniel Mahoney are on hand to explain how what happens in politics is playing out in the UK, French and US markets. And as the Bank of England publishes its latest financial stability report, James shares the bank's thinking about a new addition to its risk scenarios. Listen, subscribe and rate us wherever you get your podcasts.

After the Bank of England held interest rates, James and Dan ask what we can read into how the bank's Monetary Policy Committee voted, and what that says for the timing of the much-anticipated first rate cut. And as France and the UK prepare to go to the polls in just over a week, James explains why what's happening in the French election matters to markets. Finally, James looks at OECD data on how the UK's property taxes compare to our peers. All in under 15 minutes (just). Listen,...

On this week's podcast, James Sproule and Daniel Mahoney explain how markets in the UK and France have reacted differently to snap elections. Plus, as the main UK parties launch their manifestos, what are the economic dividing lines - if any? And James shares data on the difference in housing affordability around the country. All in under 15 minutes. Rate us wherever you're listening and why not share the podcast too?

⚡ On this week's episode, our UK Chief Economist James Sproule joins Sonia Rothwell to explain how the markets are reacting to results from the European elections. ⚡ Plus, what can we expect from this week's UK GDP figures? ⚡ And in our regular property segment, has the residential property market (finally) bottomed out? Catch up in under 15 minutes and don't forget to subscribe wherever you're listening.

Sonia Rothwell and Daniel Mahoney look at how markets and economic data are likely to influence the main political parties as we prepare for a snap general election. Plus, as we await the first cut in interest rates, eyes are on the Bank of England as it prepares to decide rates in the middle of the campaign. And Dan has been looking at valuations in the US office sector and how they compare to the UK - you might be surprised by what he's found. All in under 15 minutes. Listen, rate and...

As we launch our third annual Property Investor Report, join us for an in-depth look at our findings and broader housing market trends. Handelsbanken UK Chief Economist James Sproule and Lucian Cook, Head of Residential Research at Savills speak to Sonia Rothwell, Handelsbanken's Strategic Content Lead about how property investors view the UK property market. We’ll discuss which property types are popular, which areas investors are targeting, and in a general election year, how a new...

On the podcast this week, James Sproule and Daniel Mahoney explain why the Bank of England is interested in the latest jobs and earnings figures, plus what do you do with your time? James shares interesting new insights into productivity and how we spend our time has changed since the pandemic (spoiler: gardening's lost out). Finally James sounds a cautious note about house price rises for 2024. All in under 15 minutes. Stream, listen and subscribe wherever you get your podcasts.

Reaction to the Bank of England's decision to hold interest rates is top of the podcast this week, as our chief UK economist James Sproule explains why he may change his view of when rates will start to fall. Plus, James looks the latest ONS data on the level of so-called eco taxes around Europe, and also talks about new insights from the surveyors' organisation, RICS, on the outlook for house prices for the rest of 2024. All in under 15 minutes. Stream and subscribe wherever you get your...