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.
Sep 27, 2016 Debate of the Century: Mommy vs. Daddy
Sep 22, 2016 A Hawk Without Talons
Sep 19, 2016 Weekend of Terror, Trump’s Surge & Syria
Sep 26, 2016 Where’s the Merkel Put for European Financials?
Sep 15, 2016 India Brief: Currency Worries
Sep 08, 2016 New Policy Risk in Mexico
Sep 28, 2016 What Kind of Change Could Trump Mean for the Fed?
Sep 26, 2016 Trump vs. 1989
Sep 14, 2016 Trump, Toomey & Pennsylvania’s Forsaken Democrats
Sep 06, 2016 Summers Blasts Fed Complacency
Aug 30, 2016 Prepping for the First Debate
Aug 19, 2016 Is Monetary Paradigm Shift Coming?
Aug 17, 2016 Trump`s Big Speech in West Bend
Jun 29, 2016 High Conviction Macro Trades for a Post-Brexit Environment