Bretton Woods Research, LLC is a macroeconomic research firm that analyzes the political economy from a classical economic framework. We assess fiscal, monetary and regulatory policy as well as political and geopolitical currents to identify economic catalysts and investment opportunities and risks.
We provide a singular, coherent, and compelling framework with which to interpret and anticipate macro events in the global economy. Clients often remark that the unique, big picture perspective that we offer has been 'like a compass' and an invaluable part of their investment decision process.
For recent market calls click here. For a highlight of BWR calls over the years click here.
Feb 21, 2017 Border Adjusted Tax on Life Support, McMaster Pick, Sweden’s Riots & Dutch Election
Feb 17, 2017 Factors at the Margin: Tax Outlook, Yellen, Emerging Markets & Le Pen
Feb 15, 2017 Trump’s Whitewater?
Feb 09, 2017 Ready for President Le Pen?
Feb 07, 2017 China’s Declining Reserves: Is It a Big Deal?
Jan 27, 2017 Mexico: Trump’s Wall, Tariffs & NAFTA’s End?
Feb 07, 2017 Kashkari: No Reason to Raise Rates?
Feb 06, 2017 Gilder: Trump Right on Trade; Durable Fix Begins With Money
Feb 03, 2017 Coming Clash With Iran?
Feb 01, 2017 Reynolds, Part II: Border Adjustable Corporate Tax Is a Huge Tax Increase
Jan 31, 2017 Reynolds: Need Corporate Tax Cuts More Than "Reform"
Jan 13, 2017 Rushton: Time for Plaza Accord II
Jan 09, 2017 Trump Re-shaping the GOP
Feb 01, 2017 HCMT Update: Cocoa, Russia & the Yen
Nov 13, 2016 HCMT: Investment Positioning for a Trump Presidency