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.
Jun 22, 2016 Brexit, Fed, Trade & Market Outlooks
Jun 17, 2016 New Fed Paradigm, Brexit & Treasuries
Jun 08, 2016 Trump/Clinton, Fed, Market Outlook
Jun 30, 2016 UK Brief: No Boris Johnson; May versus Gove
Jun 27, 2016 Brexit, QE4 & the UK’s Next Prime Minister
Jun 24, 2016 Brexit Brief: Merkel Must Go
Jun 21, 2016 Merkel Warns China to Change on Trade
Jun 16, 2016 Free Trade Is Dead
Jun 13, 2016 AEP: Why I Am Voting to Leave the EU
Jun 10, 2016 Kocherlakota: FOMC Should Adopt Evans’ New Proposal
Jun 09, 2016 Distressed Election Cycle
Jun 02, 2016 Clinton Needs California
May 31, 2016 Abe Keeps Eye on Growth, Delays Sales Tax Hike
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
Apr 23, 2016 High Conviction Macro Trades: Commodity & EM Opportunities