Tim Drayson

Head of Economics

Tim Drayson
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.

Other articles by Tim Drayson

Pervasive gloom: just how bad is the US outlook?
Tim Drayson
Markets and economics

Pervasive gloom: just how bad is the US outlook?

Consumer confidence is falling and market jitters around recession risks have increased. But at...
By Tim Drayson
30 Jun 2022
3 min read
US profits hold firm in first quarter – but do the data point toward an earnings crunch next year? And which data are best?
Equities

US profits hold firm in first quarter – but do the data point toward an earnings crunch next year? And which data are best?

First-quarter earnings for 2022 have so far not delivered many upsets, even if the post-pandemic...
By Tim DraysonLars Kreckel
27 Apr 2022
4 min read
Dealing with recession risk
Economics

Dealing with recession risk

Everyone's thinking about it, but no one wants to say it: recession. Here's our analysis of...
By Lars KreckelTim Drayson
07 Apr 2022
3 min read
US rates: Beyond neutral
Tim Drayson
Economics

US rates: Beyond neutral

Markets are embracing a faster pace of Federal Reserve (Fed) hikes, but we believe the unique US...
By Tim Drayson
28 Mar 2022
3 min read
Ukraine conflict: the macroeconomic impact
Tim Drayson
Economics

Ukraine conflict: the macroeconomic impact

In our fourth post in this series, we look at the questions that Russia's invasion raises for the...
By Tim Drayson
03 Mar 2022
3 min read
Maximum employment
Tim Drayson
Economics

Maximum employment

The US Federal Reserve's (Fed's) hawkish pivot has gathered pace in recent weeks as inflation and...
By Tim Drayson
13 Jan 2022
3 min read
The Fed: Red light, green light
Tim Drayson
Economics

The Fed: Red light, green light

Some central banks are moving in response to the current inflation outbreak, while others are...
By Tim Drayson
11 Nov 2021
3 min read
How sensitive is the US to higher rates?
Tim Drayson
Economics

How sensitive is the US to higher rates?

The surprise for markets may be less around the timing of the Fed’s lift-off, and more the...
By Tim Drayson
22 Oct 2021
4 min read
Economic outlook: Global growth and green stimulus
Tim Drayson
Economics

Economic outlook: Global growth and green stimulus

COVID-19 concerns make a synchronised global boom into the year-end unlikely, while the financing...
By Tim Drayson
22 Sep 2021
3 min read

Authors from the same team (32)

Matthew Rodger

Matthew Rodger

Matthew is an economist covering emerging markets. He uses countries’ historical experience,...
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Emiel van den Heiligenberg

Emiel van den Heiligenberg

Emiel is responsible for the overall strategic direction of the team’s investment and business...
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Christopher Jeffery

Christopher Jeffery

Chris works as a strategist within LGIM’s asset allocation team, focussing on discretionary fixed...
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