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.
Sep 04, 2015 China Sanctions, Iran, ECB Preempts Fed
Sep 01, 2015 China`s Fukushima & Downside Scenarios for U.S. Equities
Aug 31, 2015 Oil Fuels Liftoff Case
Sep 01, 2015 China’s Fukushima & Downside Scenarios
Aug 13, 2015 New China Risks & Beijing`s Motivations
Aug 11, 2015 The Yuan: What Are the Chinese Doing?
Sep 04, 2015 Joaquim Levy: Rousseff`s Dead-weight in Brazil
Aug 21, 2015 Fed`s Risky Bet on Inflation & Jackson Hole
Aug 14, 2015 Trump`s Foreign Policy
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
May 26, 2015 Macro Trade Update: Oil, China, Egypt