Handelsbanken Insights Economic Update Handelsbanken UK

After the Bank of England held interest rates, James and Dan ask what we can read into how the bank's Monetary Policy Committee voted, and what that says for the timing of the much-anticipated first rate cut.

And as France and the UK prepare to go to the polls in just over a week, James explains why what's happening in the French election matters to markets.

Finally, James looks at OECD data on how the UK's property taxes compare to our peers.

All in under 15 minutes (just).

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On this week's podcast, James Sproule and Daniel Mahoney explain how markets in the UK and France have reacted differently to snap elections.
Plus, as the main UK parties launch their manifestos, what are the economic dividing lines - if any?
And James shares data on the difference in housing affordability around the country.
All in under 15 minutes.
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⚡ On this week's episode, our UK Chief Economist James Sproule joins Sonia Rothwell to explain how the markets are reacting to results from the European elections.

⚡ Plus, what can we expect from this week's UK GDP figures?

⚡ And in our regular property segment, has the residential property market (finally) bottomed out?

Catch up in under 15 minutes and don't forget to subscribe wherever you're listening.

Sonia Rothwell and Daniel Mahoney look at how markets and economic data are likely to influence the main political parties as we prepare for a snap general election.

Plus, as we await the first cut in interest rates, eyes are on the Bank of England as it prepares to decide rates in the middle of the campaign.

And Dan has been looking at valuations in the US office sector and how they compare to the UK - you might be surprised by what he's found.

All in under 15 minutes.

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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. We’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.
It’s a longer episode than usual so we’ve broken it down
into bite-sized chapters.
Listen and subscribe on your favourite podcast app.

00:00:00 Welcome
00:00:41 What’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?



🔗 Read the Handelsbanken 2024 Property Investor Report here: https://www.handelsbanken.co.uk/tron/gbpu/info/contents/v1/document/52-226294

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.
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