About Us
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.
| Latest Publications |
Domestic Reports
Jan 21, 2015 The State of the Union & the GOP Response
Jan 14, 2015 January 15 Talks Postponed & Paul Ryan’s “Command Central” in Congress
Jan 12, 2015 2015 Outlook: Bull Market Breather?
| Global Reports
Jan 23, 2015 Brief - Oman: Oil Monarchy Most Likely to Fall?
Jan 23, 2015 Syriza’s Eyes Majority; Kiev Losing Ground
Jan 22, 2015 ECB QE: First Thoughts
| Recommended Readings
Jan 15, 2015 How Draghi`s Strengthening Hand Could Help Greece
Jan 05, 2015 Texas & the Oil Bust
Jan 05, 2015 Draghi Calls Out Europe`s High IncomeTaxes
Dec 29, 2014 Kasich`s Balanced Budget Folly
Dec 29, 2014 Putin`s Ruble Crisis
Dec 09, 2014 Growing Fears Over Dollar Strength
Dec 08, 2014 Will Gruber Lead to a Mulligan on Obamacare?
| Supply-Side Portfolio
Dec 16, 2014 HCMT: Russia’s Turkish Gambit
Dec 09, 2014 HCMT Update: Russia & Italian Debt
Nov 07, 2014 HCMT Update: Dollar Index & Korea
Oct 27, 2014 HCMT: Positioning for Further Dollar Strength
|
|
Links:
|