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.
Nov 30, 2016 Emerging Tax Reform, Mnuchin & Ross
Nov 28, 2016 Recount DOA
Nov 09, 2016 President-Elect Donald J. Trump
Dec 06, 2016 Renzi & the Risk of Snap Elections
Dec 02, 2016 European Politics – Italy, Austria, France
Nov 16, 2016 King Dollar Wrecking Ball: Emerging Markets & Commodity Risk
Dec 06, 2016 European Politics in 2017
Dec 03, 2016 The Mind of Mattis
Dec 01, 2016 How OPEC Deal Got Done
Nov 22, 2016 China Inc. & the WTO
Nov 19, 2016 Bonfire of the Rupees
Nov 15, 2016 Will Fed Sabotage the Trump Presidency?
Oct 29, 2016 Syria, ISIS & the “Washington Bubble”
Nov 13, 2016 HCMT: Investment Positioning for a Trump Presidency
Oct 04, 2016 HCMT Note: Dollar Strength Adjustment