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.
Aug 22, 2016 Fischer’s Misunderstood Speech
Aug 16, 2016 Trump Fading, Fiscal Stimulus 2017
Aug 08, 2016 Grading Trump’s Speech
Aug 04, 2016 BOE Cut, Gold & the Yen
Aug 02, 2016 Erdogan to Cut a Deal With Russia?
Aug 01, 2016 Outlook Still Positive for Brazil?
Aug 19, 2016 Is Monetary Paradigm Shift Coming?
Aug 17, 2016 Trump`s Big Speech in West Bend
Aug 16, 2016 Our Binary Media
Aug 11, 2016 Trump’s Contribution to Sound Money
Aug 04, 2016 GST Advances in India
Jul 29, 2016 The Makings of a Landslide?
Jul 21, 2016 Uncertainty & Questions about Turkey
Jun 29, 2016 High Conviction Macro Trades for a Post-Brexit Environment
May 18, 2016 HCMT: Closing Turkey Short
May 03, 2016 HCMT Update - Reiterate Short Turkey: Geopolitical Chaos