#101 Inflation reflection and why everyone's rewriting their economic forecasts

#101 Inflation reflection and why everyone's rewriting their economic forecasts

James Sproule and Daniel Mahoney like meaty economic data to chew on and the past week has produced a feast of numbers which have had many in the markets scurrying to rewrite their predictions for the UK economy. This week on the podcast the team reflects on the most recent inflation figures and how they could impact interest rates. Plus, James shares what he learned from new regional data on housing tenure. Listen and subscribe so that you don't miss an episode. Reports mentioned in this episode: CEBR productivity report: Understanding the UK productivity collapse – the bulk of the shortfall comes from online shopping and the government sector - CEBR ONS England and Wales housing tenure: Household characteristics by tenure, England and Wales: Census 2021 - Office for National Statistics (ons.gov.uk)

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Episoder(250)

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

#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 cease...

20 Jul 0s

#235 Another escalation in the Middle East conflict

#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 econom...

13 Jul 15min

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

#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...

6 Jul 15min

#233 Spotlight: interest rates and the energy price shock

#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 loo...

29 Jun 17min

#232 Sir Keir Starmer standing down as UK PM

#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 Par...

22 Jun 11min

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

#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 Camer...

15 Jun 14min

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

#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 ...

8 Jun 14min

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

#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 borr...

1 Jun 15min

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