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

#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.

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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

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Avsnitt(248)

#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 Juni 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 Juni 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 Juni 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 Juni 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 Juni 15min

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

#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 f...

18 Maj 13min

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

#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 abou...

27 Apr 12min

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