HeyJaredHandelsbanken Insights Economic Update
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.
- Indexed episodes, last 90 days
- 7
- Latest publication
- Sep 21, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 6, 2026
Latest episodes
#240 BoE holds rates for now, but what could happen at November's meeting? (opens the original)
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The Bank of England held base rate as predicted so thoughts now turn to what its next move will be. In this week's podcast with Daniel Mahoney and James Sproule , the team discusses what is likely to shape November's decision. Plus, the bank also announced a surprise change to its regular quantitative tightening activity. Jame s explains what that was and what it means. And how has the UK suddenly become more productive? Listen now to find out.
#239 Markets are volatile so why is our latest macro forecast so positive? (opens the original)
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Daniel Mahoney , James Sproule and Johan Löf talk about the cautiously positive thinking behind the latest Global Macro Forecast , our flagship research report which is published three times per year. Download and read it here. Do you agree with the outlook analysis?
#238 It's autumn but are markets cooling? (opens the original)
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Our weekly podcast is back for the autumn. Since our last episode the UK has gained a new prime minister and new chancellor but some problems haven't changed much since July. In this week's opening episode, James Sproule and Daniel Mahoney look at the current issues heating up global bond markets. They also turn their attention to commercial property where higher gilt yields have squeezed the premium commercial property typically enjoys over them. What could happen next to valuations and yields?
#237 It's high summer - but is there any heat in the global economy? (opens the original)
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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.
#236 Will a new era in Westminster be dogged by old problems? (opens the original)
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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?
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