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.
Jul 23, 2015 Fed Hawkishness & the Perils of Ignoring Gold
Jul 16, 2015 Trump, Jeb & Hillary
Jun 18, 2015 Lack of Consensus at Fed, TPP Redo
Jul 20, 2015 Greece Reopens, Split in Berlin, Tail Risks & Gold
Jul 13, 2015 Greece: A Bad Deal, at a Terrible Cost
Jul 08, 2015 Greek Writedown and Chinese Pollution
Jul 26, 2015 Deconstructing ISIS
Jul 26, 2015 September & the Fed
Jul 14, 2015 Iran`s Nuclear Deal: Next Steps
Jul 08, 2015 China`s New Threatening Green Policy
Jul 01, 2015 Puerto Rico`s Problems
Jun 25, 2015 China’s Green Policy to Rely on Private Sector?
Jun 19, 2015 Rand Paul Is Ready to Rumble
May 26, 2015 Macro Trade Update: Oil, China, Egypt