On Handelsbanken Insights Economic Update this week, James Sproule and Daniel Mahoney run through some of the external challenges facing the global economy. Plus, are the latest housebuilding starts and completions numbers matching government ambitions? All in under 15 minutes. Listen and subscribe wherever you get your podcasts.

On this week's podcast, following further military action in the Middle East, Sonia Rothwell and Daniel Mahoney look at the impact on market activity. Plus, how will last week's earnings and inflation figures influence the Bank of England's plans for interest rates? And on the subject of how the bank communicates about its plans, we look at a recent report by former Federal Reserve Chair Ben Bernanke that may sound the death knell for fan charts. All in under 15 minutes. Listen and...

Our UK Chief Economist James Sproule joins Sonia Rothwell to talk about how yet another external geopolitical shock could influence the path of the global economy - are we in a "new normal"? Plus in a week of data releases, James picks out a few which he'll be watching and explains why. All in under 15 minutes. Listen and subscribe wherever you get your podcasts.

Daniel Mahoney joins Sonia Rothwell on this week's podcast, where he casts his eye over some positive recent economic news. Have house prices bottomed out? Are we out of recession? And has inflation been brought under control? Listen in to find out. Subscribe to Handelsbanken Insights wherever you get your podcasts.

Positive noises have been coming from the Bank of England lately in terms of when it will start to cut interest rates. James Sproule and Daniel Mahoney look at the bank's latest rates decision and at other indicators to gauge when we might see rates come down. They also look at how that links to what's happening to mortgage rates. Plus, they explain why a new ONS rental index suggests that the property market fall may be at an end. All in under 15 minutes.

With the Bank of England Monetary Policy Committee meeting this week, James Sproule and Daniel Mahoney look at whether we can expect to see interest rates changing, and ask is that even the most interesting detail to look out for? They consider whether recent economic data could sway the MPC one way or the other. Plus, a key indicator of health in the housing sector is the level of construction activity. James explains what he's seeing in the numbers and what that shows about where house...

On this week's Economic Update podcast with James Sproule and Sonia Rothwell, we hear why the US labour market is a key indicator for where US interest rates will go next - and why that matters to us in the UK. Plus, how well-received was the Budget and will it, after all, be the last before a general election as many commentators believe? And James explains how the size of the labour force affects the health of the economy. All in under 15 minutes. Subscribe and rate us wherever you're...

The biggest economic story in town this week is what's expected to be the final UK Budget statement before the General Election. Sonia Rothwell and Daniel Mahoney talk about the Chancellor's options and why they're not as optimal as they were in January. And in our regular property segment, Dan digs into the growing difference between how investible primary and secondary commercial property is - and it doesn't always reflect the asset class. All in under 15 minutes. ✔ Please rate us and...

On this week's podcast, James Sproule and Daniel Mahoney consider whether recent data on UK borrowing gives Chancellor Jeremy Hunt more options in next week's Budget. Plus, with the economy also fuelled by confidence, James and Dan dig into the latest business confidence figures - do they point to better days ahead? And in our regular property segment, James shares why he's changed our forecast for how far the house price correction has to go. Catch up in under 15 minutes. Why not...

Last week there was a glut of data on the health of the UK economy, but luckily James Sproule and Daniel Mahoney are on hand to put it all into context. Join us to hear: 🔹 What's behind the UK's dip into recession 🔹 Why inflation didn't increase as expected 🔹 Plus what is happening to commercial property yields? Listen and subscribe on your favourite podcast app.

Our economics team is in for a busy week as inflation, GDP and employment and earnings figures all arrive in in-boxes. Join James Sproule and Daniel Mahoney as they look at what we might see and what it might say about the UK economy and the path of interest rates. Plus, an update on how the situation in the Red Sea region is affecting supply chains. Subscribe and rate us wherever you're listening.

It's been a significant week for watchers of global interest rates so on this episode of the podcast, James Sproule and Daniel Mahoney unpick the Bank of England's split decision (the first decision of 2024) on interest rates, and the Federal Reserve's closely-watched commentary on the path for US interest rates. Also, what does all of this mean for the UK economy? Find out in under 15 minutes. Rate and subscribe wherever you're listening.

This week on the podcast, James Sproule and Daniel Mahoney reveal our outlook for the global economy as set out in our first Global Macroeconomic Forecast of the year. You can read it in full here: https://www.handelsbanken.se/tron/public/info/contents/v1/document/35-99687 You can rate us and subscribe to the podcast wherever you're listening.

Inflation surprised analysts and markets by increasing to 4%. Daniel Mahoney tells James Sproule how the news affected the outlook for interest rate cuts. Plus as geopolitical tensions continue in the Red Sea, Daniel explains how and why the uncertainty will affect energy prices in the UK and Europe and ultimately, inflation. Finally the team considers whether latest figures on the labour market offer some much-needed economic good news. All in under 15 minutes. Subscribe and rate us...

Geopolitical tensions in the Red Sea are in focus on this week's podcast as James Sproule and Daniel Mahoney look at how drone strikes and military action in the area are affecting global trade. Plus: it seems a long time since the height of the COVID-19 pandemic, could some parts of the economy be back to a pre-COVID normal? And with recent shocks to supply chains, James considers if the long-speculated arrival of so-called "onshoring" will finally happen. All in under 15 minutes. Don't...

Happy New Year to all of our listeners and a special welcome to our new subscribers! On this week's Economic Update, James Sproule and Daniel Mahoney take a pulse check on interest rates and their likely direction across 2024. Plus, can we take heart from an uptick in house prices as revealed by Halifax recently or is there more to the numbers? And James digs into some interesting data on property yields. You can listen and subscribe wherever you get your podcasts.

On our final podcast of 2023, James Sproule and Daniel Mahoney reflect on how the economy looks at the end of another turbulent year. Have interest rate decisions matched expectations? Are the major central banks in lockstep on rate cuts? And what has surprised James and Dan in the economic world in the past year? All in under 15 minutes. We're back in 2024, meantime we wish all of our listeners and subscribers a Merry Christmas and peaceful new year.

On our penultimate podcast of 2023, James Sproule tells Daniel Mahoney why the Bank of England's financial stability report has some positive news to take us into the new year. Plus we share some positive news on how deep we think the correction in house prices will be. All in under 15 minutes. Please rate and subscribe wherever you get your podcasts.

Daniel Mahoney and James Sproule discuss a mixed bag of economic news. The Bank of England's money and credit report showed a suggestion of positive news with mortgage approvals slightly up, but Dan warns against reading too much into the increase. Plus, as retailers cross their fingers for an economic boost from the December shopping rush, Dan and James ask if they have cause to be optimistic. We love to hear what you think of the podcast, so please rate and review us wherever you're...

On episode 121 of the podcast, James Sproule and Daniel Mahoney unpick the key parts of the Chancellor's Autumn Statement. They also take a health check on consumer and business confidence following the latest figures. Finally, the weather can be a factor in how well the economy is doing. James explains how 2023's damp meteorological statistics are weighing on the UK economy. Subscribe and rate us wherever you listen.

This week on the podcast, James Sproule explains why there's more than meets the eye to the UK's latest inflation figures. He also discusses the main economic takeaways from Rishi Sunak's pre-Autumn statement speech, and highlights a few things to look out for when the Chancellor speaks on Wednesday. And to end, James has some good news about AI. Listen in to find out more. Please subscribe and rate us on the app where you're listening.

On this week's Economic Update with Daniel Mahoney and James Sproule, our expert economists explain what the latest GDP figures say about the health of the UK economy. And, James unpacks recent research on the impact of where we work on retail property values. Catch up in under 15 minutes wherever you get your podcasts. Mentioned in this episode: Episode #116 Beware the bond vigilantes!

As the Bank of England left interest rates unchanged at its last meeting, James Sproule and Daniel Mahoney turn their attention to the bank's accompanying inflation report for signs of where monetary policy might go next. Plus, James has been looking into data on the energy efficiency of the UK's housing stock. Listen and subscribe wherever you get your podcasts.

Sonia Rothwell joins Handelsbanken's UK chief economist James Sproule to discuss what might happen to interest rates this week as the Bank of England's monetary policy committee meets. Plus what data on sales and mortgage approvals says about the health of the housing sector, and as we're in Hallowe'en season, James shares what he thinks is spooking the UK economy. 🎃 Rate us wherever you're listening and don't forget to subscribe!

Bill Clinton's political adviser James Carville famously wisecracked he'd like to be reincarnated as the bond market, because that way "You can intimidate everybody". Recently there have been concerns that an old foe is lurking in the bond markets - the bond vigilante. But who are bond vigilantes? What do they do? And why are they giving market watchers jitters? Charlie Neil and Cameron Willard from our Capital Markets team join Daniel Mahoney to discuss the power that bond investors have...