This week on the podcast, James Sproule and Daniel Mahoney explain why much better than expected US jobs figures affect the interest rates outlook in the UK. Plus, why has UK business investment been so sluggish for so long? Finally, James digs into what new government data shows about income equality in the UK. All in under 15 minutes. Subscribe and rate us wherever you're listening ..read more

On our penultimate podcast of 2023, James Sproule tells Daniel Mahoney why the Bank of England's financial stability report has some positive news to take us into the new year. Plus we share some positive news on how deep we think the correction in house prices will be. All in under 15 minutes. Please rate and subscribe wherever you get your podcasts ..read more

James Sproule joins Sonia Rothwell on this week’s Economic Update, to chat about the economic news you need to know. They discuss what the latest flash PMI numbers say about the prospects for the UK economy. Plus, following Chancellor Rachel Reeves’ speech to the Labour Party conference, were there any hints as to what we might expect from her first budget? And in a new monthly segment for the podcast, Cameron Willard from our Capital Markets team is joining us to talk about what’s happening in the world of interest rates and beyond. All in under 15 minutes. Why not leave us a review wherever ..read more

? With a long gap between the General Election and Chancellor Rachel Reeves' first Budget, recent data measuring consumer and business confidence is showing a slight wobble. In this week's podcast, James Sproule and Daniel Mahoney unpack what the Bank of England's interest rate-hold as well as confidence surveys say about the outlook for the UK economy. And if extra long-term economic projections are your thing, James takes a look at the Office for Budget Responsibility's Fiscal Risks and Sustainability report - which looks ahead at the next 50 years. Listen and subscribe on your favourite pod ..read more

We welcome a new expert to the podcast this week as our Head of Forecasting Johan Löf chats to James Sproule about Handelsbanken's latest Global Macro Forecast (spoiler alert: it's positive news). Plus, as the Bank of England prepares to vote on interest rates, UK Economist Daniel Mahoney shares what he expects to see. All in under 15 minutes. As ever, please subscribe and rate us wherever you're listening. Read our Global Macro Forecast ..read more

Transport trends and what's happening to productivity are on the agenda for this week's podcast with James Sproule and Daniel Mahoney. James has been looking at a number of datasets to find out how the UK's transport habits are changing and what that might mean for wfh trends (two trends for the price of one!). Plus, measuring productivity is not easy but what can we glean from the available data? James takes a look. And finally, with speculation around potential tax rises on premium property in the coming Budget, James looks at where the market is at the moment. All in under 15 minutes. Pleas ..read more

In the first Handelsbanken Insights episode of our new season, James Sproule and Daniel Mahoney recap what happened while we were away, including the impact of the first interest rate cut of the current cycle. Plus as the rumour mill cranks into life ahead of Rachel Reeves' first budget, James explains why we should look out for "kite flying". And James digs into what data on commercial property reveals about emerging trends. All in under 15 minutes. Listen, rate and subscribe on your favourite podcast app ..read more

For the final episode of this season of Handelsbanken Insights Economic Update, James and Dan welcome Jasmine Crabb from our Capital Markets Desk to answer some of the most-asked questions from our event audiences. They explain what causes inflation, where are interest rates going, which data they all look at when making their economic forecasts, and also share their favourite piece of economic trivia. It's a bumper edition until we see you again in September. Please subscribe and rate us wherever you're listening ..read more

On the penultimate episode of this season, James Sproule and Daniel Mahoney take a look at three of the 40 bills announced in last week's King's Speech. They also consider how that and recent jobs and inflation data could decide when we'll see the first interest rate cut. And finally, a deep dive into the health of the London offices market. All in under 15 minutes. Why not follow us where you're listening so that you don't miss an episode ..read more

Inflation and earnings data are going to provide the data backdrop to this week's King's Speech where the new government will set out its legislative programme for the year. Our UK Chief Economist James Sproule tells Sonia Rothwell what he's expecting the numbers to show and what they could mean for interest rate cuts (includes bonus "in the bag" trivia). Plus, James shares why we should be following what the Bank for International Settlements has to say about commercial real estate. And finally, he gives a summary of what's happening in the residential property sector. All in under 15 minutes ..read more