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.
Mar 19, 2015 Whither the Fed Hawks?
Mar 04, 2015 Iran, Oil, Hillary@State & Democratic Challengers
Feb 13, 2015 Blue Water Ahead?
Mar 19, 2015 Greek Growth Outlook Worsening
Mar 18, 2015 Israel, Iran, Syria
Mar 13, 2015 Beyond Parity: Factors Accelerating the Euro’s Slide
Mar 26, 2015 Airstrikes on Yemen & Hints of Regional War
Mar 25, 2015 Why Netanyahu May Accept Iran Deal
Mar 24, 2015 The Weaponization of Commerce
Mar 22, 2015 One Year Later, Crimeans Happier With Russia?
Mar 09, 2015 Germany Slams U.S. "Super Hawks"
Mar 06, 2015 Cuban & Tech
Mar 05, 2015 Boris Nemtsov: Death of a Russian Liberal
Mar 21, 2015 HCMT Update: Positioning for ECB QE & Strong Dollar Bias
Dec 16, 2014 HCMT: Russia’s Turkish Gambit
Dec 09, 2014 HCMT Update: Russia & Italian Debt