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.
Feb 13, 2015 Blue Water Ahead?
Feb 04, 2015 Hardball Between Syriza & Berlin
Jan 30, 2015 Geopolitics & the Fed`s Timetable for "Liftoff"
Feb 28, 2015 MSCI Rankings: February 2015 Issue
Feb 24, 2015 Greek Formalities, Ukraine in Focus
Feb 23, 2015 Greek Compromise
Mar 02, 2015 Is Putin Going Stalinist?
Feb 20, 2015 Meet Spain`s Tsipras
Feb 16, 2015 Varoufakis Doesn’t Need to Bluff
Feb 05, 2015 Stephen Cohen on Ukraine
Feb 04, 2015 Degenerating Fiscal Discussion Within the GOP
Feb 02, 2015 Details on the ECB’s QE Program
Jan 28, 2015 Athens & Berlin: End Posturing, Begin Negotiations
Dec 16, 2014 HCMT: Russia’s Turkish Gambit
Dec 09, 2014 HCMT Update: Russia & Italian Debt
Nov 07, 2014 HCMT Update: Dollar Index & Korea