Tim Drayson

Head of Economics

Tim keeps a close watch on global economic developments, with a particular focus on the US. He believes nothing good ever happens after midnight, which is why he is rarely spotted out late. Tim joined in 2008 from the number-one ranked economics team at ABN AMRO, with prior experience from HM Treasury, and graduated with a MSc from the University of Nottingham. When not crunching economic data, he can be found studying the weather forecast, analysing his cycling statistics or looking anxious on three-foot putts.

Posts by Tim Drayson

Economics

Trump's trade tantrum: Can the US win?

Escalating trade tensions pose the biggest near-term risk to global growth. At what point should investors really worry?

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Economics

Without ARMs, does the US economy have legs?

The US might be less sensitive to interest rate increases than commonly thought.

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Economics

Where are the inflation hawks?

US core inflation is on the verge of returning to target, but there are widespread expectations that it will stabilise there over the next few years. How confident should investors be in this outlook?

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Economics

Trillion dollar binge

'Goldilocks' is giving way to stronger US growth and potential inflation concerns, with Congress fanning the overheating economy with even more fiscal stimulus. This is likely to prove a textbook example of a political business cycle.

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