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.
Oct 23, 2014 A Strong Dollar Scenario
Oct 17, 2014 Dovish Signals From ECB & Fed Buoy Markets
Oct 15, 2014 Alarm over Ebola and Slowdown in Europe
Oct 16, 2014 Brief: Cyprus & Relief on the Ukraine Variable
Oct 08, 2014 Maybe Germany Needs Recession, Ukraine & Ebola
Oct 06, 2014 Bovespa & Real Rally; Rousseff Still on Course to Win
Oct 21, 2014 How Republicans Could Lose in November
Oct 20, 2014 White House-Iran Nuclear Negotiations May Bypass Congress
Oct 17, 2014 Europe`s War on Low Taxes
Oct 09, 2014 Sperling: Corporate Tax Doable in 2015
Oct 08, 2014 GOP`s Gubernatorial Jeopardy
Sep 30, 2014 Greenspan to China: Convert Some Reserves into Gold
Sep 24, 2014 Jim Webb: Democratic Dark Horse for 2016
Aug 19, 2014 High Conviction Macro Trade: Europe & Italy