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.
Apr 08, 2015 FOMC Minutes, Iran, China’s Own IMF
Mar 19, 2015 Whither the Fed Hawks?
Mar 04, 2015 Iran, Oil, Hillary@State & Democratic Challengers
Apr 20, 2015 Avoiding Grexit & Technical Default
Apr 17, 2015 Greece: Expect the Impasse to Drag on
Apr 14, 2015 Debt Markets Churn Over Greece & Ukraine
Apr 20, 2015 German Life Insurers: The Next Crisis?
Apr 10, 2015 Could the Saudis Lose in Yemen?
Apr 10, 2015 Laffer: It`s Almost Exactly Like 1978
Apr 06, 2015 Iran & the Obama Doctrine
Apr 02, 2015 Feldstein`s Sado-Monetarism
Mar 26, 2015 Airstrikes on Yemen & Hints of Regional War
Mar 25, 2015 Why Netanyahu May Accept Iran Deal
Mar 21, 2015 HCMT Update: Positioning for ECB QE & Strong Dollar BiasHigh Conviction Macro Trade