Handelsbanken Insights Economic Update

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245

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Jun 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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60 recent

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.

May 11, 202616 min

#227 UK local election results raise political risk, and our latest Global Macro Forecast

Our latest Global Macro Forecast includes a number of possible scenarios for the world's combined economies. Global Head of Forecasting Johan Löf looks at which is currently the most likely.Plus: political risk has risen following a bad set of results in the UK local elections for the Labour Party - what do markets think of them and have they changed the path of interest rates? Senior UK Economist Daniel Mahoney explains.Why not share this episode on social media and subscribe wherever you get your podcasts?Presenters: Daniel Mahoney, Johan Löf Producer: Sonia Rothwell🔗 Read: April 2026 Global Macro Forecast🔗 Read: UK political risk may exacerbate financial market movements arising from geopolitical risk

April 27, 202612 min

#226 The UK economy is faltering - how will the Bank of England MPC vote?

This week, Sonia Rothwell and James Sproule dive into the data likely to be on the minds of the Bank of England's monetary policy committee as it gathers to vote on interest rates.And James talks about a practical consideration that could affect whether Iran can keep pumping oil during the current blockade.Plus, how is the government's housebuilding target looking? James explains with the latest building starts figures.All in under 15 minutes.We're back in a fortnight, please subscribe and rate us wherever you're listening.

April 20, 202615 min

#225 Iran War: what's the outlook for jet fuel supplies?

James Sproule and Daniel Mahoney look at the continuing Middle East conflict's impact on jet fuel and diesel supplies. Is the situation as bad as some commentators are saying?Plus, ahead of this week's inflation figures, February's GDP data showed that before the conflict, UK GDP was slightly healthier than thought. James explains why that might not be as positive as it looks.And as property investors tell us they see opportunities in data centres, Daniel shares how current economic challenges could affect the sector.Please leave us a review wherever you're listening.

April 13, 202615 min

#224 Another deadline for Iran, and what's up with private credit?

In this week's podcast, as the US commits to starting a blockade in the Strait of Hormuz, James Sproule and Daniel Mahoney look at several potential economic scenarios the latest action could prompt.Plus, what is private credit and why is the energy price shock drawing more attention to it?And in property news, James looks at what's happening in the UK's prime property market.Subscribe wherever you're listening - and why not leave us a review too so that other people can find us?Presenters:James Sproule, Daniel MahoneyProducer:Sonia Rothwell

March 30, 202616 min

#223 How can government and central banks tame the effects of the Iran war?

Daniel Mahoney and James Sproule take stock of the latest economics news and consider recent calls for more North Sea oil drilling to counteract the effects of the Iran war.Plus, what other tools are available to help government and central banks control those effects?Don't forget to subscribe and rate us wherever you're listening.

March 23, 202618 min

#222 Breaking news from Iran but does it change the economic outlook?

With developments from the Middle East still emerging at time of writing, our economics experts James Sproule, Johan Löf and Daniel Mahoney give their latest analysis on how markets and central banks are responding to events over there, including reaction to the Bank of England's unexpected unanimous decision to hold interest rates. And listen in to find out what happens when a story breaks during recording...All in a specially-extended edition.🔔 Sign up to our free monthly Rate Wrap newsletter to keep up with developments in interest rates and the wider economy.

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