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 - August 10, 2017 3 mins
As the old adage goes, prediction is difficult, especially about the future. So instead, we explain some of our forecasting philosophy and where, if at all, we might be able to provide some insight about the economic outlook.
By Tim Drayson - July 13, 2017 4 mins
The markets appear to have given up on President Trump delivering his campaign promise to boost growth. Yet despite the delay, there are signs this could be about to change with profound implications for the current goldilocks environment.
By Tim Drayson - June 16, 2017 2 mins
During my guest hosting on CNBC, the conversation veered onto the outlook for oil prices, a perennial struggle for economists. Fortunately, the discussion flowed back towards what this means for the US consumer.
By Tim Drayson - May 22, 2017 3 mins
The market has taken solace from recent weak US core inflation readings and expects rates to remain exceptionally low over the next few years. Yet I believe it requires a much more significant shock to derail the Fed from continuing its plan to gradually normalise monetary policy.
By Tim Drayson - April 03, 2017 3 mins
The US runs a massive trade deficit with China. President Trump is likely to continue to talk tough, but we do not believe it is in his interests to spark a trade war. Listen to my views below.
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