Handelsbanken Insights Economic Update

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251

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Jul 2026

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About the show

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.

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July 27, 202620 min

#237 It's high summer - but is there any heat in the global economy?

As we get ready to put away the microphones until September, there's just time to look ahead to the Bank of England's interest rate decision on July 30, and dig into what's happening in the US economy - why does it seem to be defying economic gravity? Plus, what is happening with AI stocks and why?With Daniel Mahoney, Cameron Willard and Johan Löf .Subscribe where you're listening to get our first podcast of the new season, out on September 7.

July 20, 202614 min

#236 Will a new era in Westminster be dogged by old problems?

As Andy Burnham is confirmed as the new UK prime minister, Sonia Rothwell and Daniel Mahoney pick out some of the areas of economic stress that await in the Downing St in-tray.As the Middle East ceasefire appears to have collapsed, how is it feeding into markets? And could AI be a blessing or challenge for the new PM as he pledges to fix the economy?All in under 15 minutes.Why not leave us a review wherever you're listening?

July 13, 202615 min

#235 Another escalation in the Middle East conflict

In this week's podcast, Daniel Mahoney and James Sproule gauge the economic impact of the latest escalation between Iran, the US and Israel.Plus, James talks about the OBR's view of what the UK economy could look like 50 years in the future.And is the UK becoming more or less unequal?Listen in to find out.

July 6, 202615 min

#234 Ideas for the UK economy emerge from likely new UK PM - will they stick?

A new dawn is imminent in Westminster, so Sonia Rothwell and James Sproule discuss some of the ideas being floated by the man expected to become the UK's next prime minister, Andy Burnham.And the Bank of England’s influential decision-makers panel reported last week – what’s keeping the UK’s CFOs awake at night?And in our regular property segment, as 10-year gilt yields are raised, what’s the long-term impact on property returns?Please subscribe wherever you're listening.

June 29, 202617 min

#233 Spotlight: interest rates and the energy price shock

On a special spotlight edition of the podcast this week, we're looking at how the spike in oil prices has affected central banks' plans for interest rates.Join Daniel Mahoney and Johan Löf as they look at which signals central banks are listening to as they plot the path of base rates.Why not share this episode on social media or rate us wherever you're listening?

June 22, 202611 min

#232 Sir Keir Starmer standing down as UK PM

On this week's Handelsbanken Insights podcast, James Sproule and Daniel Mahoney react to the breaking news that Sir Keir Starmer is resigning as the UK's prime minister and as leader of the Labour Party. The big question for markets is who will be the likely new chancellor?Plus, James and Dan dig into what the latest Bank of England MPC decision and other data tell us about the path of interest rates.All in under 15 minutes.Why not leave us a review wherever you're listening, to help other people find out about us?

June 15, 202614 min

#231 Iran war deal: will the global economy return to normal?

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 tracking how content we are with our lives. James has looked at it and finds something surprising.And although reports say the house planning process is slightly improved, James looks at whether that's enough to revive the UK's housing construction activity.All in under 15 minutes.📊 If you want a regular update of economics news, click through to our economic research hub: https://handelsbanken.researchonline.se/macro

June 8, 202614 min

#230 A new era for the Fed as Iran conflict continues

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 explain why.And James shares how recent data on consumer credit and purchasing managers confidence is affecting his view on the outlook for the UK economy. All in under 15 minutes.We'd love to hear what you think, why not leave us a comment?💡Browse our other macro economic insights and reports.

June 1, 202615 min

#229 How are 4 months of the Iran war showing up in economic data?

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 of the G7 in the past five years, we’ll look at why.And what’s having the bigger effect on UK financial markets? Domestic or international politics?We'd love to hear what you think, why not rate us and leave a comment?💡Browse our other ⁠macro economic insights and reports⁠.

May 18, 202613 min

#228 Busy UK data week: what's in store for inflation, employment and earnings, and retail sales?

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 earnings, and retail sales.And as we release our fifth annual Property Investor Report, James and Dan look at how some of the results fit in with the existing market.All in under 15 minutes.Subscribe where you're listening, and why not leave us a review too?Read our 2026 Property Investor ReportBrowse our other macro economic insights and reports.

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