Handelsbanken Insights Economic Update
Business & Economics Podcasts
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 https://www.handelsbanken.co.uk/en/ to find out more about us and our unique model. Follow us on LinkedIn: https://www.linkedin.com/company/25058754/admin/dashboard/ See https://www.handelsbanken.co.uk/en/about-us/important-information for privacy information.
Location:
United States
Description:
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 https://www.handelsbanken.co.uk/en/ to find out more about us and our unique model. Follow us on LinkedIn: https://www.linkedin.com/company/25058754/admin/dashboard/ See https://www.handelsbanken.co.uk/en/about-us/important-information for privacy information.
Language:
English
Website:
https://www.handelsbanken.co.uk
Episodes
#198 The big story from the latest MPC meeting
9/22/2025
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 they were in 2022 but James explains why he thinks that's not the full picture.
Subscribe and rate us wherever you're listening - and why not drop us your thoughts in the comments?
Duration:00:15:21
#197 Our latest Global Macro Forecast is out (and it's interest rates decision week)
9/15/2025
Join James Sproule, Daniel Mahoney and Global Head of Forecasting Johan Löf to hear what's in our latest in-depth look at the health of the global economy, as well as why September is a key month in the Bank of England's calendar.
All in under 15 minutes.
Read the Handelsbanken Global Macro Forecast, September 2025.
Duration:00:13:20
#196 Gilt yields update, budget kite-flying, and good news from the office property market 🏢
9/8/2025
On this week's podcast, Daniel Mahoney and James Sproule look at what high yields mean in the long-dated gilts market, consider a property tax idea being mooted for inclusion in the autumn budget, and reveal good news at last from the office property market.
Please rate us wherever you're listening.
Duration:00:14:59
#195 It's nearly autumn - must be Budget time
9/1/2025
We're back after our break to discuss the impact of the summer's big news in macroeconomics.
From the Bank of England's rate decision to what might be in the autumn Budget, James Sproule and Daniel Mahoney are here to bring you up to date in under 15 minutes.
Rate us and subscribe wherever you're listening.
Duration:00:14:28
#194 Ready to take a breath? 🌬️
7/28/2025
Join James Sproule, Daniel Mahoney and Cameron Willard for our season finale, a longer than usual episode (there's lots to cover) looking at how the world of money and markets has shaped up in the first half of 2025.
📊 How have Trump tariffs played out?
📊 Who's benefited from market volatility?
📊 Where will the chancellor find the extra cash needed for the economy?
Grab a coffee and listen in.
We're taking a break through August, join us again on September 1.
Duration:00:21:33
#193 Mansion House mood music
7/21/2025
How did the chancellor's much anticipated Mansion House speech go down and does it change the outlook for the UK economy? James Sproule and Daniel Mahoney look into the detail.
Plus, how might the latest employment and inflation affect the next interest rates decision?
Let us know what you think of the podcast - why not drop us a review?
Duration:00:15:10
#192 The chancellor's challenges (and more tariff trade-offs)
7/14/2025
Our Head of Forecasting Johan Löf joins Daniel Mahoney and updates us with the latest chapter in the Trump Tariffs saga.
UK Chief Economist James Sproule looks at the OBR's fiscal sustainability report and explains why it's sobering reading for the chancellor as she prepares to address the City at the annual Mansion House speech.
All in under 15 minutes.
Why not leave us a review wherever you're listening?
Duration:00:11:54
#191 Trump Tariffs deadline day 🕛
7/7/2025
Our Head of Economic Forecasting Johan Löf joins host Daniel Mahoney and UK Chief Economist James Sproule on the pod this week to clear up what's happening with the looming Trump Tariffs deadline.
Plus, what did the markets make of the drama at last week's Prime Minister's Questions?
Rate us and subscribe wherever you're listening.
Duration:00:15:02
#190 How well have equities ridden recent geopolitical storms?
6/30/2025
This week, Daniel Mahoney and James Sproule dig into how a turbulent first half of the year has played out in the markets.
Plus, James reveals trends he's seeing in commercial property.
All in under 15 minutes.
Subscribe where you're listening - and why not also leave us a review?
Duration:00:10:42
#189 Markets respond to Middle East escalation
6/23/2025
Daniel Mahoney and James Sproule explain how military tensions over Iran are affecting global markets and trade and ask if the situation could affect President Trump's tariff programme.
Plus, how might interest rates be affected by the current uncertainty?
Subscribe wherever you're listening and why not leave a review too?
Duration:00:14:54
#188 Review of the Spending Review
6/16/2025
On this week's podcast, Daniel Mahoney joins host Sonia Rothwell to pick out the key parts of the Chancellor's first Spending Review.
Plus, Dan gives his thoughts on what will weigh on the minds of the Bank of England's Monetary Policy Committee as it makes this week's interest rates decision.
All in under 15 minutes.
Subscribe and rate us wherever you're listening.
Duration:00:11:53
#187 UK Spending Review and Trump's "beautiful" budget bill
6/9/2025
Our Head of Forecasting Johan Löf joins the pod as James Sproule and Daniel Mahoney discuss what's needed for governments in the UK and US to meet their financial obligations.
And ahead of the UK Spending Review, Daniel Mahoney outlines the obstacles facing the chancellor.
All in under 15 minutes.
Join the conversation by dropping us a comment below, and rate us wherever you're listening.
Duration:00:12:48
#186 Shelter from the trade war storm ☔
6/2/2025
Join us for a roundup of the biggest recent economics stories including the latest Bank of England rates decision and better than expected growth news. UK Economist Daniel Mahoney will be running through the numbers with this week's host Sonia Rothwell.
And our Head of Forecasting Johan Löf is on hand to talk about what's in the latest edition of our Global Macro Forecast - which you can read here .
Duration:00:16:00
#185 Is that positive property market news we can see? 🔭
5/19/2025
Daniel Mahoney and James Sproule find some bright spots in property data news and dig into whether better than expected GDP growth can be sustained.
Rate us and subscribe to Handelsbanken Insights wherever you're listening.
Duration:00:12:01
#184 Interest rate moves, trade deals, and... tariffs again? 🤝
5/12/2025
Sonia Rothwell is joined by UK Chief Economist James Sproule, and Head of Forecasting Johan Löf to discuss the Bank of England rates decision, UK trade deals with India and the US plus the breaking news about a tariffs deal between the US and China.
Rate us and subscribe wherever you listen.
Duration:00:16:31
#183 ⏯ A pause in Trump tariff activity means time to reflect
4/28/2025
In our weekly podcast, James Sproule and Daniel Mahoney dive into some of the first UK data since #Trumptariffs were announced, to see if their impact on business and consumer confidence is showing. 🗽 They also ask if US domestic pressures might reign in President Trump's ambitions.Listen and subscribe on your favourite podcast app.
Duration:00:12:41
#182 Trump tariffs (cont.) and economic resilience concerns
4/14/2025
On an extended edition of our regular podcast, Cameron Willard from our Capital Markets team joins Sonia Rothwell and Daniel Mahoney to take stock of the markets fallout from President Trump's tariff diplomacy.
And Dan explains how an unusual Saturday session of Parliament is linked to economic resilience.
Rate us and subscribe wherever you're listening.
Sign up to our daily Market Wrap updates: https://handelsbanken-markets.co.uk/p/4UF2-5S3/sign-up-for-the-daily-market-wrap
Duration:00:17:14
#181 Talking about Trump Tariffs
4/7/2025
Our economics experts James Sproule, Johan Löf and Daniel Mahoney share their insights to help you understand how markets are dealing with President Trump's tariff diplomacy and what could be the impact.
📍 Subscribe and rate us wherever you're listening.
Duration:00:16:20
#180 Calculators out for the post-Spring Statement deep dive
3/31/2025
James Sproule and Daniel Mahoney pick out the most eye-catching announcements from the Chancellor's Spring Statement, and James takes a look at housing affordability and commercial property yields.
Subscribe and rate us wherever you're listening.
Duration:00:14:11
#179 Spring (Statement) Fever
3/24/2025
James Sproule joins Daniel Mahoney to look at the choices and data facing Chancellor Rachel Reeves as she prepares to deliver her first Spring Statement.
Plus, our Head of Forecasting Johan Löf joins Dan and James to explain how countries are responding to President Trump's tariffs, and sifts through some of the data to figure out their impact on business and consumer sentiment in the US.
All in under 15 minutes.
Duration:00:13:47