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Handelsbanken Insights Economic Update

Handelsbanken UK
UK Economy
Inflation
Bank Of England
Interest Rates
GDP Growth
UK Housing Market
Germany
Defense Spending
Tariffs
Donald Trump
Global Macro Forecast
Global Economy
UK Inflation
Trump Tariffs
Housing Market
Spring Statement
Property Yields
OBR
Trump's Tariffs
Consumer Confidence

Welcome to the Handelsbanken Insights podcast where we share news and commentary on the UK economy and property sector. New episodes each Monday. Handelsbanken is a local, relationship bank, built on sustainable values. Visit www.handelsbanken.co.uk/en/ to find out more about us and our unique model. Follow us on LinkedIn: www.linkedin.com/company/25058754/admin/dashboard/ See http... more

PublishesWeeklyEpisodes220Founded5 years ago
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Latest Episodes

Our Global Head of Forecasting Johan Löf joins the pod this week to talk about the end of the US government shutdown and whether it'll affect the US economic outlook.

Plus, James Sproule and Daniel Mahoney unpick the latest MPC rates decision, and ... more

We're expecting interest rates to be held at November's MPC meeting, but as Daniel Mahoney and James Sproule explain, its accompanying report (in a new format) will be scrutinised for clues as to when it will resume rate cuts.

Plus, is "hazy" data ... more

Inflation beat expectations last week - good news for the chancellor, but has it changed the outlook for interest rates?

And could changes to council tax be in the pipeline as Rachel Reeves considers which economic levers she can activate to move t... more

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 ... more

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Recent Guests

James Sproule
Chief Economist at Handelsbanken UK
Handelsbanken
Episode: #179 Spring (Statement) Fever
Johan Löf
Head of Economic Forecasting and International Economist at Handelsbanken
Handelsbanken
Episode: #179 Spring (Statement) Fever
Cameron Willard
Member of the Capital Markets team
Handelsbanken
Episode: #175 Germany votes, Europe holds its breath

Hosts

Daniel Mahoney
Host of Handelsbanken Insights
James Sproule
Chief Economist for Handelsbanken

Reviews

5.0 out of 5 stars from 54 ratings
  • Must listen

    Fantastic podcast. One of the best ones to listen to for current pulse of finance.

    Apple Podcasts
    5
    Twilight-Error
    United Kingdom2 years ago

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Fantastic podcast. One of the best ones to listen to for the current pulse of finance.

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Talking Points

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#183 ⏯ A pause in Trump tariff activity means time to reflect
Q: Do you anticipate that those confidence metrics might rebound because of the de-escalations?
Confidence metrics may not rebound quickly as investment behaviors are a better indicator of economic sentiment than survey responses.
#182 Trump tariffs (cont.) and economic resilience concerns
Q: How are tariffs affecting the UK?
There is a direct impact through tariffs on cars and pharmaceuticals, but the broader risk comes from protectionism and its impact on UK growth prospects.
#182 Trump tariffs (cont.) and economic resilience concerns
Q: What questions are you getting from customers?
Concerns primarily revolve around the uncertainties of the market and the impact of tariffs on individual businesses and assets.
#172 📆 It's interest rates decision week!
Q: Do you think that will be successful?
James acknowledges the government's focus on growth but emphasizes the difficulty in determining which actions will effectively stimulate it.
#172 📆 It's interest rates decision week!
Q: Can you just outline your thinking in the run-up to that decision and what you think the MPC are going to do?
James explains that there is a consensus expecting a 25 basis point cut, although the outlook for multiple cuts this year is less optimistic due to persistent inflation.

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Frequently Asked Questions About Handelsbanken Insights Economic Update

What is Handelsbanken Insights Economic Update about and what kind of topics does it cover?

This podcast offers comprehensive analysis and commentary on economic developments affecting the UK economy and property market. Key themes include interest rate changes, trade agreements, and the implications of tariffs, particularly in the context of US-UK trade dynamics. Engaging discussions with economic experts provide insights into business and consumer confidence, housing affordability, and the overall economic forecast. Unique to this podcast is its focus on the interplay between economic policies and real-world impacts, making it a valuable resource for professionals and stakeholders interested in market trends and economic forecasts.

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1. Merryn Talks Money
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Handelsbanken Insights Economic Update launched 5 years ago and published 220 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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Recent guests on Handelsbanken Insights Economic Update include:

1. James Sproule
2. Johan Löf
3. Cameron Willard

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