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.
May 19, 2015 TPP: Shades of Smoot-Hawley?
May 15, 2015 Inflation Outlook for the U.S. and Europe
May 13, 2015 Trade Update, Jeb Fumbles & Christie Seizes Opportunity
May 27, 2015 Are Geopolitics Enough to Avoid Grexit?
May 26, 2015 Clock Ticking for Spain’s Rajoy
May 19, 2015 Optimism as Greece Nears End-Game
May 19, 2015 The Foreign Policy Debate of 2016
May 17, 2015 Importing Cuba`s Lung Cancer Vaccine & Other Innovations
May 12, 2015 Chicago Fed Suggests "Full Employment Rate" Falling
Apr 30, 2015 Monetary Mayhem & Bitcoin
Apr 30, 2015 Ukraine: Will Decentralization Lead to Devolution?
Apr 22, 2015 China`s Grand Plan
Apr 22, 2015 Flash Crash Folly
May 26, 2015 Macro Trade Update: Oil, China, Egypt
Mar 21, 2015 HCMT Update: Positioning for ECB QE & Strong Dollar BiasHigh Conviction Macro Trade