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.
Aug 29, 2014 Ukraine Talks Fail; Obama’s Coalition Building; ISIS’ Theory on War
Aug 26, 2014 Senate Outlook, Rand Paul & National Mood Shifting
Aug 20, 2014 Fed Watch: Tension at the Fed, Funds Rate Outlook
Sep 02, 2014 Progress in Kiev-Rebel Negotiations?
Aug 28, 2014 Rebels Gaining in Ukraine; Optimism Fading
Aug 27, 2014 European Quant Easing; Sweden Revolts Against Austerity-Lite
Aug 24, 2014 Looming Pivot on Syria?
Aug 21, 2014 The Poroshenko-Putin Summit Next Week
Aug 12, 2014 Hillary`s Nomination Is Not Inevitable
Aug 08, 2014 Obama Airstrikes a Harbinger of Policy Shift on the Kurds?
Aug 05, 2014 Rand Paul & the 2016 Foreign Policy Debate
Jul 29, 2014 Why Is Argentine Debt Rallying Despite Looming Default?
Jul 28, 2014 Hillary Clinton: The Formidable Centrist
Aug 19, 2014 High Conviction Macro Trade: Europe & Italy