Handelsbanken Insights Economic Update – Details, episodes & analysis

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.

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.

As we launch our third annual Property Investor Report, join us for an in-depth look at our findings and broader housing market trends. Handelsbanken UK Chief Economist James Sproule and Lucian Cook, Head of Residential Research at Savills speak to Sonia Rothwell, Handelsbanken's Strategic Content Lead about how property investors view the UK property market. We’ll discuss which property types are popular, which areas investors are targeting, and in a general election year, how a new government may want to reshape the property sector. It’s a longer episode than usual so we’ve broken it down into bite-sized chapters. Listen and subscribe on your favourite podcast app. 00:00:00 Welcome 00:00:41 What’s driving the market at the moment? 00:05:12 Interest rate expectations and impact 00:09:14 Is residential or commercial favourite? 00:13:51 Investor hotspot regions 00:17:02 Least popular regions 00:18:18 Should we raise minimum EPC ratings? 00:22:03 New government, new property rules?

🔗 Read the Handelsbanken 2024 Property Investor Report here: https://www.handelsbanken.co.uk/tron/gbpu/info/contents/v1/document/52-226294

On this week’s Economic Update:
What does the news on retail sales in China mean for the global economy?
Plus, we have a couple of UK data releases later in the week - inflation and consumer confidence - we’ll be looking at what we might expect from those.
And how is the UK’s journey back to the office working out? We'll be looking at what Google mobility data says.
All in under 15 minutes.

On this week’s Economic Update, James Sproule and Sonia Rothwell look at the seemingly unstoppable rise of house prices. Plus, following the Bank of England's rate rise last week, what did we learn about the prospects for the UK economy and how does consumer confidence feed into that outlook? Finally, James considers if there are any bright spots (at all) on the economic horizon - all in under 15 minutes. 

On this week’s Handelsbanken Insights Economic Update podcast:

Sonia Rothwell and UK economist Dan Mahoney take a deeper dive into what recent UK data says about inflation and the labour market. Plus, how are businesses responding to the current economic challenges, and Dan gives his opinion on what this means for the economy in the short to medium term.

All in under 15 minutes.

For regular news on what's moving the markets, sign up to our Daily Market Wrap email: https://www.handelsbanken.co.uk/en/daily-market-wrap-sign-up

James and Handelsbanken's UK economist Daniel Mahoney look into the prospects for wage growth amid challenging conditions in the UK economy, and the rather mixed picture for the country's housing market. Plus the team unpicks what the latest high frequency data says about how covid continues to affect the return to the office. 

All you need to know in under 15 minutes.