About Us
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.
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| Latest Publications |
Domestic Reports
Apr 17, 2014 Elections Watch: North Carolina, Arkansas & Louisiana
Apr 11, 2014 Ukraine Still Driving Financial Markets
Apr 07, 2014 Ukraine Variable: #1 Macro Variable Currently
| Global Reports
Apr 09, 2014 Still Bullish on Japan?
Apr 08, 2014 France Moving in a Better Direction
Mar 31, 2014 Philippines: Fiscal Positives, Monetary Negatives
| Recommended Readings
Apr 16, 2014 Budget Deficit Shrinking Dramatically
Apr 14, 2014 Ukrainian Government Bends
Apr 04, 2014 Ukraine to Join NATO?
Mar 27, 2014 The IMF`s Destruction of Ukraine
Mar 26, 2014 Gingrich`s Rethink on Putin & Russia
Mar 21, 2014 GOP At Loss Over Obamacare Alternative
Mar 19, 2014 A Historical View of Deteriorating US-Russia Relations
| Supply-Side Portfolio
Apr 15, 2014 HCMT: Fixed Income Play for an ECB QE Scenario
Mar 11, 2014 HCMT: Coffee/Tin Pair Trade Update
Feb 06, 2014 HCMT: Coffee/Tin Pair Trade Returns 41.8% Since November
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