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.
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| Latest Publications |
Domestic Reports
Dec 06, 2013 New Volcker Rule Requirement & the Strong Employment Report
Dec 03, 2013 Commodities: Bear Market Technicals & BWR’s Macro Narrative
Nov 27, 2013 Republicans Regain Political Momentum
| Global Reports
Dec 10, 2013 India: 2014 Victory for BJP Looking More Likely
Dec 05, 2013 What’s Going on in Ukraine?
Nov 25, 2013 MSCI Rankings: November 2013 Issue
| Recommended Readings
Dec 10, 2013 Implications of Virginia’s Gubernatorial Race
Nov 26, 2013 Obama: Diplomat-in-Chief
Nov 25, 2013 Iran Deal Maintains Dollar Momentum, Multiple Expansion Thesis
Nov 18, 2013 Corporations Worried about Tax Reform Plan
Nov 08, 2013 GOP’s Path to Popularity Runs Through the Dollar
Nov 05, 2013 Elections Spotlight: Virginia, Stockton, Detroit
Oct 29, 2013 Governor John Kasich, Republican to Watch
| Supply-Side Portfolio
Nov 13, 2013 HCMT: Opportunities in a Commodity Bear Market
Sep 03, 2013 High Conviction Macro Trade: Emerging Markets vs Germany?
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