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.
Dec 19, 2014 Brief: Cuba & the 2016 Presidential Elections
Dec 18, 2014 An Early Santa Claus Rally?
Dec 17, 2014 Oil: Historic Extremes & Worst-Case Scenario
Dec 16, 2014 Ruble Crisis & Contagion
Dec 11, 2014 Assessing the Political Situation in Greece
Dec 09, 2014 Updates: Greece & China
Dec 09, 2014 Growing Fears Over Dollar Strength
Dec 08, 2014 Will Gruber Lead to a Mulligan on Obamacare?
Dec 01, 2014 Saudi Plot Behind Drop in Oil?
Nov 28, 2014 Will Moldova Move Closer to Moscow?
Nov 19, 2014 Russian-German Relations Turn Adversarial
Nov 10, 2014 Man-made Global Cooling?
Oct 29, 2014 A Voice for Monetary Reform in the House
Dec 16, 2014 HCMT: Russia’s Turkish Gambit
Dec 09, 2014 HCMT Update: Russia & Italian Debt
Nov 07, 2014 HCMT Update: Dollar Index & Korea
Oct 27, 2014 HCMT: Positioning for Further Dollar Strength