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 26, 2016 Corruption and a Trump Bull Market?
Apr 16, 2016 Ted Strikes Gold on CNBC
Apr 11, 2016 Indiana Primary: GOP’s Gettysburg
Apr 29, 2016 Nikkei Outlook & the Conversation about Negative Rates
Apr 19, 2016 Brazil Being Prepped for Shock Therapy?
Apr 01, 2016 Rousseff Will Fight to Bitter End
Apr 27, 2016 Trump`s America First Foreign Policy Speech
Apr 15, 2016 Trump Savaging Foreign Policy Sacred Cows
Mar 28, 2016 The Future of the EU & Brexit
Mar 24, 2016 Problems at the Yellen Fed
Mar 12, 2016 The Obama Doctrine
Mar 09, 2016 Why Millions of Ordinary Americans Support Trump
Mar 03, 2016 Supply-Side Austerity for China?
Apr 23, 2016 High Conviction Macro Trades: Commodity & EM Opportunities
Feb 09, 2016 HCMT Update: Raising Our Stop on Treasuries
Jan 29, 2016 BoJ Goes NIRP; HCMT Update
Jan 08, 2016 HCMT: Fed’s Policy Error = Today’s Opportunity