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.
For recent market calls click here. For a highlight of BWR calls over the years click here.
| Latest Publications |
Domestic Reports
Sep 27, 2016 Debate of the Century: Mommy vs. Daddy
Sep 22, 2016 A Hawk Without Talons
Sep 19, 2016 Weekend of Terror, Trump’s Surge & Syria
| Global Reports
Sep 26, 2016 Where’s the Merkel Put for European Financials?
Sep 15, 2016 India Brief: Currency Worries
Sep 08, 2016 New Policy Risk in Mexico
| Recommended Readings
Sep 28, 2016 What Kind of Change Could Trump Mean for the Fed?
Sep 26, 2016 Trump vs. 1989
Sep 14, 2016 Trump, Toomey & Pennsylvania’s Forsaken Democrats
Sep 06, 2016 Summers Blasts Fed Complacency
Aug 30, 2016 Prepping for the First Debate
Aug 19, 2016 Is Monetary Paradigm Shift Coming?
Aug 17, 2016 Trump`s Big Speech in West Bend
| Supply-Side Portfolio
Jun 29, 2016 High Conviction Macro Trades for a Post-Brexit Environment
|
|
Links:
|