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.
Jun 17, 2013 Hilsenrath: Fed Pleased with Improved Employment Outlook
Jun 13, 2013 BWR CHARTS: Primary Variable Driving Financial Markets & the 2004 Precedent
Jun 05, 2013 Bear Market in Bonds, Current Market Volatility & Emerging Tail Risks
Jun 17, 2013 Iran Shocks the World: Rowhani Wins
Jun 12, 2013 Iran: Friday’s Presidential Elections
Jun 11, 2013 The IMF’s (Non)Admission & the EU Push for Banking Union
Jun 14, 2013 Has Obama Crossed the Rubicon on Syria?
Jun 07, 2013 Volcker Calls for Normalcy, Criticizes Dual Mandate
Jun 06, 2013 IMF: We Underestimated the Toll of Austerity on Greece
May 16, 2013 Is the Electorate Dumb?
May 15, 2013 Is It Hopeless for the U.S.?
May 07, 2013 Germany More Supportive of Banking Union Than Ever
May 06, 2013 Internet Sales Tax Will Benefit Online Retailers?
Mar 01, 2013 High Conviction Macro Trades: Update on Coffee