Head of Economics
Tim believes nothing good ever happens after midnight which is why he is rarely spotted out late. When not crunching economic data, he can be found studying the weather forecast, analysing his cycling statistics or looking anxious on three-foot putts.
By Tim Drayson - March 07, 2018 3 mins
'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.
By Tim Drayson - January 02, 2018 3 mins
Congress has passed a surprisingly powerful fiscal stimulus which markets appear to be underestimating. Strong growth might be cheered initially, but given that the US economy is already operating at full capacity, it risks overheating.