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 11, 2016 Europe, Clueless Fed, and Today’s Financial Crisis
Feb 10, 2016 Elections Watch: After New Hampshire - Winners, Losers, Sanders!
Feb 04, 2016 Gold & the Fed’s Changing Tune
Feb 09, 2016 European Distress Leads Global Selloff
Jan 29, 2016 Sub-Zero Rates Hit Japan; HCMT Update
Jan 28, 2016 Are the Chinese About to Devalue?
Feb 12, 2016 Noonan: Trump, Sanders and the American Rebellion
Feb 04, 2016 Draghi Acknowledges Growing Deflation Risks
Feb 01, 2016 The Trump Doctrine
Jan 26, 2016 Growing Concern With Fed Error
Jan 25, 2016 Assad on Verge of Victory?
Jan 20, 2016 How Trump Wins
Dec 21, 2015 Obama’s Syria Policy, Regime Change & Hillary
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