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.
Jul 28, 2016 Time for a Near-term Correction?
Jul 21, 2016 Politics & Strategy After Cruz Speech
Jul 15, 2016 Thinking About a Trump Bull Market: Part II
Jul 18, 2016 Panic Over Turkey’s Failed Coup
Jul 15, 2016 Nice, End of Open Borders, May’s Cabinet
Jul 11, 2016 UK’s Next PM & Abe’s Supermajority
Jul 21, 2016 Uncertainty & Questions about Turkey
Jul 07, 2016 Italy Needs a Growth Option
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 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