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Handelsbanken Insights Economic Update

Handelsbanken plc
Bank Of England
Inflation
UK Economy
United Kingdom
United States
Artificial Intelligence
Interest Rates
United Kingdom Economy
GDP Growth
Donald Trump
UK Housing Market
Oil
Bond Markets
Tariffs
Germany
Defense Spending
Commercial Property
Trump Tariffs
Global Macro Forecast
Energy Prices

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

PublishesWeeklyEpisodes249Founded5 years ago
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Latest Episodes

A new dawn is imminent in Westminster, so Sonia Rothwell and James Sproule discuss some of the ideas being floated by the man expected to become the UK's next prime minister, Andy Burnham.

And the Bank of England’s influential decision-makers panel ... more

On a special spotlight edition of the podcast this week, we're looking at how the spike in oil prices has affected central banks' plans for interest rates.

Join Daniel Mahoney and Johan Löf as they look at which signals central banks are listening t... more

On this week's Handelsbanken Insights podcast, James Sproule and Daniel Mahoney react to the breaking news that Sir Keir Starmer is resigning as the UK's prime minister and as leader of the Labour Party. The big question for markets is who will be th... more

After several false dawns, has a peace deal finally been agreed in the Middle East? Daniel Mahoney and James Sproule set out how the economic picture could change if the deal endures.

Plus, David Cameron's happiness index was meant to be a way of tr... more

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Recent Guests

Johan Löf
Global Head of Forecasting, Handelsbanken
Handelsbanken
Episode: #222 Breaking news from Iran but does it change the economic outlook?
James Spruill
Handelsbanken UK's Chief Economist
Handelsbanken UK
Episode: #218 US Supreme Court Trump tariffs ruling: what does it mean?
James Fraule
Handelsbanken UK's Chief Economist
Handelsbanken
Episode: #199 What's going to boost UK productivity?
James Brawl
Handelsbanken UK's Chief Economist
Handelsbanken UK
Episode: #198 The big story from the latest MPC meeting
Danny Mahoney
Economist at Handelsbanken in the UK
Handelsbanken
Episode: #195 It's nearly autumn - must be Budget time
James Sproule
Handelsbanken UK's Chief Economist
Handelsbanken UK
Episode: #194 Ready to take a breath? 🌬️
Daniel Mahoney
UK economist
Handelsbanken
Episode: #188 The Spending Review - reviewed
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 60 ratings
  • Must listen

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

    Apple Podcasts
    5
    Twilight-Error
    United Kingdom3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the deep analysis and insights on the UK economy, noting its relevance for understanding financial trends.
The podcast receives praise for its expert guests and clear explanations of complex economic concepts.

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Talking Points

Recent interactions between the hosts and their guests.

#232 Sir Keir Starmer standing down as UK PM
Q: Do you go to the official prime minister, Keir Starmer, or do you go to Andy Burnham to figure out what's going on?
Discussion about who is most likely to assume leadership and how markets might react to different scenarios.
#232 Sir Keir Starmer standing down as UK PM
Q: So what's your initial take?
The host asks for the economist's initial read on the Makerfield by-election result and the potential implications for leadership and markets.
#191 Trump Tariffs deadline day đź•›
Q: What does market pricing imply for base rates and the longer-term gilt curve?
Markets are pricing a cut in the near term but expect the longer-term curve to flatten or even rise as the long-term cost of borrowing is anticipated to increase, reflecting shifts in expectations for government debt service costs and policy stance.
#191 Trump Tariffs deadline day đź•›
Q: Are the anticipated tariff deals likely to be fully fixed or more like statements of intent that require further work?
Most expect framework deals rather than fully negotiated, paper-ready trade agreements; they would cover certain areas, with subsequent negotiations over the next month or two to finalize details.
#191 Trump Tariffs deadline day đź•›
Q: Can you set up the context of how the 90-day tariff pause was introduced and what the general state of play is?
Higher US tariffs are expected to persist, with a 10% baseline and additional tariffs in certain sectors; the pause is a window for potential framework deals and messaging around where tariff levels will land, though uncertainty remains about how negotiations will unfold and when specifics will be finalized.

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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?

The content provides an in-depth analysis of current economic conditions and trends, particularly focusing on the UK economy and real estate market. Various topics frequently explored include interest rates set by the Bank of England, the impacts of international trade policies, particularly relating to tariffs under the Trump administration, and the implications of economic forecasts on consumer confidence and business investments. The podcast sets itself apart by emphasizing the intersection of macroeconomic volatility with localized economic impacts, which is likely to resonate well with listeners who are keen on understanding complex economic dynamics through expert insights.

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Which podcasts are similar to Handelsbanken Insights Economic Update?

These podcasts share a similar audience with Handelsbanken Insights Economic Update:

1. The Rest Is Money
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3. Political Currency
4. The Rugby Pod
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How many episodes of Handelsbanken Insights Economic Update are there?

Handelsbanken Insights Economic Update launched 5 years ago and published 249 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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What guests have appeared on Handelsbanken Insights Economic Update?

Recent guests on Handelsbanken Insights Economic Update include:

1. Johan Löf
2. James Spruill
3. James Fraule
4. James Brawl
5. Danny Mahoney
6. James Sproule
7. Daniel Mahoney
8. Cameron Willard

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