Join Daniel Mahoney, James Sproule and Johan Löf for our last podcast of 2025. They discuss the latest UK economic data, and share what they expect from the Bank of England's final rate decision of the year.
Plus, what do 60, 1939, and 2 have in common? Listen in to find out!
Don't forget to rate us wherever you get your podcasts, meantime we wish all of our listeners a happy Christmas and peaceful new year.
This week, James Sproule and Daniel Mahoney take a look at how artificial intelligence is being used by business, how quickly it's really being adopted, and how it's affecting UK economic growth predictions. All in under 15 minutes. Rate us and subscribe wherever you're listening.
In a special edition of the podcast, Daniel Mahoney is joined by UK Chief Economist James Sproule, Jasmine Crabb from Handelsbanken Markets, and Stephen Cowling head of wealth management at Handelsbanken Wealth, to pick over the bones of the autumn budget.
They discuss:
📈 📉 The market reaction
💷 Changes to personal and business taxation
📊 How the budget affects the outlook for the UK economy
Subscribe and rate us wherever you're listening.
What you think about prices going up can actually affect whether they do. In a special edition of the podcast, Daniel Mahoney explains to our Global Head of Forecasting Johan Löf why that matters in the battle against inflation.
Hit subscribe and rate us wherever you're listening.
Read Daniel's Macro Comment: How concerned should we be about elevated consumer inflation expectations?
After a spasm in gilt markets as the government appeared to ditch plans to raise income taxes, James Sproule and Daniel Mahoney take stock of the UK economy as we countdown to the November 26 budget. And with gilts in the headlines, James looks at how government bonds have performed in recent history. All in under 15 minutes.
Rate us wherever you're listening and please do leave us a comment too.
Our Global Head of Forecasting Johan Löf joins the pod this week to talk about the end of the US government shutdown and whether it'll affect the US economic outlook.
Plus, James Sproule and Daniel Mahoney unpick the latest MPC rates decision, and James reports on the IFS' Green Budget.
Why not rate us and tell us what you think of this week's podcast?
We're expecting interest rates to be held at November's MPC meeting, but as Daniel Mahoney and James Sproule explain, its accompanying report (in a new format) will be scrutinised for clues as to when it will resume rate cuts.
Plus, is "hazy" data hiding what could be a more positive story on UK productivity? James explains his theory.
And James shares a little-discussed driver of house prices.
All in under 15 minutes.
Let us know what you think in the comments.
Inflation beat expectations last week - good news for the chancellor, but has it changed the outlook for interest rates?
And could changes to council tax be in the pipeline as Rachel Reeves considers which economic levers she can activate to move the economy up a gear.
Plus, how are UK housebuilding targets looking?
James Sproule and Daniel Mahoney wrap up the key economic news in under 15 minutes.
Rate us wherever you're listening.
The IMF delivered a "could do better" report on the UK economy. James Sproule and Daniel Mahoney look at what it said and why. And James reveals why the spreads on some corporate bonds are causing concerns about the global economy.
Plus, as we near the autumn budget, James explains some of Chancellor Rachel Reeves' options.
What do you think will be in the budget? Why not leave us a comment where you're listening?
🪙 When James Sproule was growing up, gold was $35 per ounce. Today it's more than $4,000 per ounce. On the podcast this week we look at what's driving the surge in the price of gold and other precious metals.
Plus, James and Daniel Mahoney ask what could happen to the global economy if a potential AI stocks bubble pops.
Let us know what you think in the comments.
James Sproule is joined by our Global Head of Forecasting, Johan Löf to unpick how the shock resignation of France's latest prime minister is being felt by markets. Plus, could the UK's pipeline of new homes be hit by rising costs?
Subscribe and rate us wherever you're listening.
This week James and Dan round up the latest UK data - does it change their outlook for the economy?
Plus, could changing attitudes to technology help UK productivity growth?
All in under 15 minutes.
What do you think? Drop us a comment wherever you're listening.
The Bank of England rates decision wasn't the biggest story to come out of last week's MPC meeting. Dan and James unpack the news on quantitative tightening and explain why it matters.
Plus, house prices in England are on paper more affordable than they were in 2022 but James explains why he thinks that's not the full picture.
Subscribe and rate us wherever you're listening - and why not drop us your thoughts in the comments?
Join James Sproule, Daniel Mahoney and Global Head of Forecasting Johan Löf to hear what's in our latest in-depth look at the health of the global economy, as well as why September is a key month in the Bank of England's calendar.
All in under 15 minutes.
Read the Handelsbanken Global Macro Forecast, September 2025.
On this week's podcast, Daniel Mahoney and James Sproule look at what high yields mean in the long-dated gilts market, consider a property tax idea being mooted for inclusion in the autumn budget, and reveal good news at last from the office property market.
Please rate us wherever you're listening.
We're back after our break to discuss the impact of the summer's big news in macroeconomics.
From the Bank of England's rate decision to what might be in the autumn Budget, James Sproule and Daniel Mahoney are here to bring you up to date in under 15 minutes.
Rate us and subscribe wherever you're listening.
Join James Sproule, Daniel Mahoney and Cameron Willard for our season finale, a longer than usual episode (there's lots to cover) looking at how the world of money and markets has shaped up in the first half of 2025.
📊 How have Trump tariffs played out?
📊 Who's benefited from market volatility?
📊 Where will the chancellor find the extra cash needed for the economy?
Grab a coffee and listen in.
We're taking a break through August, join us again on September 1.
How did the chancellor's much anticipated Mansion House speech go down and does it change the outlook for the UK economy? James Sproule and Daniel Mahoney look into the detail.
Plus, how might the latest employment and inflation affect the next interest rates decision?
Let us know what you think of the podcast - why not drop us a review?
Our Head of Forecasting Johan Löf joins Daniel Mahoney and updates us with the latest chapter in the Trump Tariffs saga.
UK Chief Economist James Sproule looks at the OBR's fiscal sustainability report and explains why it's sobering reading for the chancellor as she prepares to address the City at the annual Mansion House speech.
All in under 15 minutes.
Why not leave us a review wherever you're listening?
Our Head of Economic Forecasting Johan Löf joins host Daniel Mahoney and UK Chief Economist James Sproule on the pod this week to clear up what's happening with the looming Trump Tariffs deadline.
Plus, what did the markets make of the drama at last week's Prime Minister's Questions?
Rate us and subscribe wherever you're listening.