This week on the podcast, James Sproule and Daniel Mahoney reveal our outlook for the global economy as set out in our first Global Macroeconomic Forecast of the year. You can read it in full here: https://www.handelsbanken.se/tron/public/info/contents/v1/document/35-99687 You can rate us and subscribe to the podcast wherever you're listening ..read more

Inflation surprised analysts and markets by increasing to 4%. Daniel Mahoney tells James Sproule how the news affected the outlook for interest rate cuts. Plus as geopolitical tensions continue in the Red Sea, Daniel explains how and why the uncertainty will affect energy prices in the UK and Europe and ultimately, inflation. Finally the team considers whether latest figures on the labour market offer some much-needed economic good news. All in under 15 minutes. Subscribe and rate us wherever you're listening ..read more

Geopolitical tensions in the Red Sea are in focus on this week's podcast as James Sproule and Daniel Mahoney look at how drone strikes and military action in the area are affecting global trade. Plus: it seems a long time since the height of the COVID-19 pandemic, could some parts of the economy be back to a pre-COVID normal? And with recent shocks to supply chains, James considers if the long-speculated arrival of so-called "onshoring" will finally happen. All in under 15 minutes. Don't forget to subscribe and rate us wherever you're listening ..read more

Happy New Year to all of our listeners and a special welcome to our new subscribers! On this week's Economic Update, James Sproule and Daniel Mahoney take a pulse check on interest rates and their likely direction across 2024. Plus, can we take heart from an uptick in house prices as revealed by Halifax recently or is there more to the numbers? And James digs into some interesting data on property yields. You can listen and subscribe wherever you get your podcasts ..read more

On our final podcast of 2023, James Sproule and Daniel Mahoney reflect on how the economy looks at the end of another turbulent year. Have interest rate decisions matched expectations? Are the major central banks in lockstep on rate cuts? And what has surprised James and Dan in the economic world in the past year? All in under 15 minutes. We're back in 2024, meantime we wish all of our listeners and subscribers a Merry Christmas and peaceful new year ..read more

Daniel Mahoney and James Sproule discuss a mixed bag of economic news. The Bank of England's money and credit report showed a suggestion of positive news with mortgage approvals slightly up, but Dan warns against reading too much into the increase. Plus, as retailers cross their fingers for an economic boost from the December shopping rush, Dan and James ask if they have cause to be optimistic. We love to hear what you think of the podcast, so please rate and review us wherever you're listening ..read more

On episode 121 of the podcast, James Sproule and Daniel Mahoney unpick the key parts of the Chancellor's Autumn Statement. They also take a health check on consumer and business confidence following the latest figures. Finally, the weather can be a factor in how well the economy is doing. James explains how 2023's damp meteorological statistics are weighing on the UK economy. Subscribe and rate us wherever you listen ..read more

This week on the podcast, James Sproule explains why there's more than meets the eye to the UK's latest inflation figures. He also discusses the main economic takeaways from Rishi Sunak's pre-Autumn statement speech, and highlights a few things to look out for when the Chancellor speaks on Wednesday. And to end, James has some good news about AI. Listen in to find out more. Please subscribe and rate us on the app where you're listening ..read more

On this week's Economic Update with Daniel Mahoney and James Sproule, our expert economists explain what the latest GDP figures say about the health of the UK economy. And, James unpacks recent research on the impact of where we work on retail property values. Catch up in under 15 minutes wherever you get your podcasts. Mentioned in this episode: Episode #116 Beware the bond vigilantes ..read more

As the Bank of England left interest rates unchanged at its last meeting, James Sproule and Daniel Mahoney turn their attention to the bank's accompanying inflation report for signs of where monetary policy might go next. Plus, James has been looking into data on the energy efficiency of the UK's housing stock. Listen and subscribe wherever you get your podcasts ..read more