Handelsbanken Insights Economic Update
Handelsbanken Insights Economic Update
Handelsbanken UK
Welcome to the Handelsbanken Insights podcast where we share news and commentary on the UK economy and property sector. 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. Join the conversation on social: #HandelsbankenInsights See https://www.handelsbanken.co.uk/en/about-us/important-information for privacy information.
๐Ÿ˜ ๐Ÿข ๐Ÿ™ 2024 Property Investor Report special edition
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. Weโ€™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. Itโ€™s a longer episode than usual so weโ€™ve broken it down into bite-sized chapters. Listen and subscribe on your favourite podcast app. 00:00:00 Welcome 00:00:41 Whatโ€™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? ๐Ÿ”— Read the Handelsbanken 2024 Property Investor Report here: https://www.handelsbanken.co.uk/tron/gbpu/info/contents/v1/document/52-226294
May 22, 2024
26 min
#142 What have jobs and earnings got to do with interest rates? (lots) ๐Ÿ‘€
On the podcast this week, James Sproule and Daniel Mahoney explain why the Bank of England is interested in the latest jobs and earnings figures, plus what do you do with your time? James shares interesting new insights into productivity and how we spend our time has changed since the pandemic (spoiler: gardening's lost out). Finally James sounds a cautious note about house price rises for 2024. All in under 15 minutes. Stream, listen and subscribe wherever you get your podcasts.
May 20, 2024
11 min
#141 After a technical recession, a technical recovery?
Reaction to the Bank of England's decision to hold interest rates is top of the podcast this week, as our chief UK economist James Sproule explains why he may change his view of when rates will start to fall. Plus, James looks the latest ONS data on the level of so-called eco taxes around Europe, and also talks about new insights from the surveyors' organisation, RICS, on the outlook for house prices for the rest of 2024. All in under 15 minutes. Stream and subscribe wherever you get your podcasts.
May 13, 2024
11 min
#140 Any signs that housing starts have kick-started? ๐Ÿ—
On Handelsbanken Insights Economic Update this week, James Sproule and Daniel Mahoney run through some of the external challenges facing the global economy. Plus, are the latest housebuilding starts and completions numbers matching government ambitions? All in under 15 minutes. Listen and subscribe wherever you get your podcasts.
Apr 29, 2024
13 min
#139 Israel responds, markets don't
On this week's podcast, following further military action in the Middle East, Sonia Rothwell and Daniel Mahoney look at the impact on market activity. Plus, how will last week's earnings and inflation figures influence the Bank of England's plans for interest rates? And on the subject of how the bank communicates about its plans, we look at a recent report by former Federal Reserve Chair Ben Bernanke that may sound the death knell for fan charts. All in under 15 minutes. Listen and subscribe wherever you get your podcasts.
Apr 22, 2024
10 min
#138 The economic impact of Iran's attack on Israel
Our UK Chief Economist James Sproule joins Sonia Rothwell to talk about how yet another external geopolitical shock could influence the path of the global economy - are we in a "new normal"? Plus in a week of data releases, James picks out a few which he'll be watching and explains why. All in under 15 minutes. Listen and subscribe wherever you get your podcasts.
Apr 15, 2024
10 min
#137 *checks notes* Good economic news?
Daniel Mahoney joins Sonia Rothwell on this week's podcast, where he casts his eye over some positive recent economic news. Have house prices bottomed out? Are we out of recession? And has inflation been brought under control? Listen in to find out. Subscribe to Handelsbanken Insights wherever you get your podcasts.
Apr 8, 2024
9 min
#136 Counting down to interest rate cuts โœ‚
Positive noises have been coming from the Bank of England lately in terms of when it will start to cut interest rates. James Sproule and Daniel Mahoney look at the bank's latest rates decision and at other indicators to gauge when we might see rates come down. They also look at how that links to what's happening to mortgage rates. Plus, they explain why a new ONS rental index suggests that the property market fall may be at an end. All in under 15 minutes.
Mar 25, 2024
10 min
#135 UK economy: "The lethargy continues"
With the Bank of England Monetary Policy Committee meeting this week, James Sproule and Daniel Mahoney look at whether we can expect to see interest rates changing, and ask is that even the most interesting detail to look out for? They consider whether recent economic data could sway the MPC one way or the other. Plus, a key indicator of health in the housing sector is the level of construction activity. James explains what he's seeing in the numbers and what that shows about where house prices may go. Subscribe and rate us wherever you're listening.
Mar 18, 2024
11 min
#134 Why we should care about US employment
On this week's Economic Update podcast with James Sproule and Sonia Rothwell, we hear why the US labour market is a key indicator for where US interest rates will go next - and why that matters to us in the UK. Plus, how well-received was the Budget and will it, after all, be the last before a general election as many commentators believe? And James explains how the size of the labour force affects the health of the economy. All in under 15 minutes. Subscribe and rate us wherever you're listening.
Mar 11, 2024
14 min
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