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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
Iran

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

PublishesWeeklyEpisodes246Founded5 years ago
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Artwork for Handelsbanken Insights Economic Update

Latest Episodes

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

As the Fed's new Chair Kevin Warsh prepares for his first meeting in charge, he's facing a complicated economic and political environment. On this week's podcast, our Global Head of Forecasting Johan Löf joins Daniel Mahoney and James Sproule to expl... more

On this week’s podcast with Sonia Rothwell and Daniel Mahoney.

As the Iran war enters its fourth month, we’ll look more closely at how the effects are showing up in economic data.

Plus, the cost of borrowing in the UK has gone up more than the rest... more

The continuing political uncertainty in the UK is top of the agenda for markets. Daniel Mahoney and James Sproule look at what effect it's had on gilts.

Plus, it's a busy week for economic data, with fresh figures due on inflation, employment and ea... more

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Recent Guests

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
Daniel Mahoney
Economist at Handelsbanken in London
Handelsbanken
Episode: #209 AI and the UK economy: hype vs reality
James Sproule
Handelsbanken UK's chief economist
Handelsbanken UK
Episode: #202 The IMF's verdict on the UK economy
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
Cameron Willard
Capital Markets team member
Handelsbanken UK
Episode: #194 Ready to take a breath? 🌬️
Johan Löf
Head of Economic Forecasting and International Economist at Handelsbanken
Handelsbanken
Episode: #179 Spring (Statement) Fever

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.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

#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.
#191 Trump Tariffs deadline day 🕛
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.
#193 Mansion House mood music
Q: What is the effect of regulatory loosenings versus necessary protections on banks and lending?
The guest notes a balance is being sought between maintaining financial resilience post-GFC and reducing over-regulation that might hamper growth, with emphasis on careful calibration of ring fencing and capital requirements.
#193 Mansion House mood music
Q: Rachel Reeves' Mansion House remarks—what changes were announced and could they move the dial on growth?
Reeves reiterated fiscal rules, touched on listing rules and regulations, and signaled a bias toward boosting growth by encouraging more companies to list in London while preserving financial services competitiveness, though the overall impact depends on execution and accompanying supply-side measures.

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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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1. Tailenders
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Handelsbanken Insights Economic Update launched 5 years ago and published 246 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. James Spruill
2. Danny Mahoney
3. Daniel Mahoney
4. James Sproule
5. James Fraule
6. James Brawl
7. Cameron Willard
8. Johan Löf

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