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Handelsbanken Insights Economic Update

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

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

PublishesWeeklyEpisodes251Founded5 years ago
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Artwork for Handelsbanken Insights Economic Update

Latest Episodes

As we get ready to put away the microphones until September, there's just time to look ahead to the Bank of England's interest rate decision on July 30, and dig into what's happening in the US economy - why does it seem to be defying economic gravity... more

As Andy Burnham is confirmed as the new UK prime minister, Sonia Rothwell and Daniel Mahoney pick out some of the areas of economic stress that await in the Downing St in-tray.

As the Middle East ceasefire appears to have collapsed, how is it feedin... more

In this week's podcast, Daniel Mahoney and James Sproule gauge the economic impact of the latest escalation between Iran, the US and Israel.

Plus, James talks about the OBR's view of what the UK economy could look like 50 years in the future.

And i... more

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

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Recent Guests

Daniel Mahoney
UK Senior Economist
Handelsbanken
Episode: #229 How are 4 months of the Iran war showing up in economic data?
James Spruill
Handelsbanken UK's Chief Economist
Handelsbanken UK
Episode: #218 US Supreme Court Trump tariffs ruling: what does it mean?
Danny Mahoney
Senior UK Economist, Handelsbanken
Handelsbanken
Episode: #214 Our first Global Macro Forecast of 2026
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
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

Sonia Rothwell
Host of Handelsbanken Insights Economic Update
Daniel Mahoney
Host of Handelsbanken Insights
James Sproule
UK Chief Economist / Chief Economist, Handelsbanken UK

Reviews

5.0 out of 5 stars from 61 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.

Great for understanding policy impacts on markets and housing.
Listeners appreciate the pragmatic, data-driven macro analysis.
Regular guests bring strong credibility and depth to UK economics discussions.
Qualitative insights are balanced with concrete numbers and scenarios.

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Talking Points

Recent interactions between the hosts and their guests.

#236 Will a new era in Westminster be dogged by old problems?
Q: What are the current financial sector risks Bank of England is highlighting?
The Bank identifies risks around stretched valuations in AI-linked equities, the increasing use of private credit (especially in tech), and emerging cyber/operational vulnerabilities tied to AI, with regulators paying close attention to resilience and potential regulatory responses.
#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 🕛
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 🕛
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.

Audience Metrics

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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?

Macro and policy-focused discussions centered on the UK economy and the property sector, with recurring emphasis on inflation dynamics, central bank signaling, energy prices, and housing market trends. Episodes frequently feature Handelsbanken UK's chief economists and forecast specialists analyzing data releases, political developments, and global energy shocks to translate implications for businesses, investors, and real estate. A standout angle is practical market advice and scenario planning for clients, including rate paths, gilt movements, and property opportunities in a volatile environment. The format combines data-driven forecasting with accessible explanations, making it useful for listeners who want to understand how macro forces... more

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1. AJ Bell Money & Markets
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5. The Property Podcast

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Handelsbanken Insights Economic Update launched 5 years ago and published 251 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. Daniel Mahoney
2. James Spruill
3. Danny Mahoney
4. James Fraule
5. James Brawl
6. James Sproule
7. Johan Löf
8. Cameron Willard

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