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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
Property Yields
OBR
Spring Statement
Housing Market
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

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Latest Episodes

🪙 When James Sproule was growing up, gold was $35 per ounce. Today it's more than $4,000 per ounce. On the podcast this week we look at what's driving the surge in the price of gold and other precious metals.

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James Sproule is joined by our Global Head of Forecasting, Johan Löf to unpick how the shock resignation of France's latest prime minister is being felt by markets. Plus, could the UK's pipeline of new homes be hit by rising costs?

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This week James and Dan round up the latest UK data - does it change their outlook for the economy?

Plus, could changing attitudes to technology help UK productivity growth?

All in under 15 minutes.

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The Bank of England rates decision wasn't the biggest story to come out of last week's MPC meeting. Dan and James unpack the news on quantitative tightening and explain why it matters.

Plus, house prices in England are on paper more affordable than ... more

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Recent Guests

Johan Löf
Head of Economic Forecasting and International Economist at Handelsbanken
Handelsbanken
Episode: #179 Spring (Statement) Fever
James Sproule
Chief economist at Handelsbanken UK
Handelsbanken
Episode: #178 Well, it's interest rates week again! 📅
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 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 focuses on the intricacies of the UK economy, providing insights into recent trends, policy changes, and their implications for various sectors, especially real estate. With discussions led by experts, the episodes explore significant themes such as interest rates, trade agreements, economic forecasts, and the impacts of tariffs. The hosts frequently engage with economists and analysts, offering in-depth analysis and robust opinions on current economic conditions, which makes it a valuable resource for business leaders, financial analysts, and anyone interested in economic 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 Gary Neville Podcast
2. AJ Bell Money & Markets
3. TRAP: The Real Adviser Podcast
4. The Overlap
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How many episodes of Handelsbanken Insights Economic Update are there?

Handelsbanken Insights Economic Update launched 5 years ago and published 216 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. Johan Löf
2. James Sproule
3. Cameron Willard

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