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.
Jun 18, 2015 Lack of Consensus at Fed, TPP Redo
Jun 17, 2015 Ohio, Kasich & a GOP Growth Platform for 2016
Jun 12, 2015 Trade Battle in Congress & Lily Pads in the Desert
Jul 06, 2015 Greece: Path to Compromise Remains Open
Jul 01, 2015 Greece: Waiting for Sunday
Jun 29, 2015 Greece’s Costly, Public Negotiations
Jul 01, 2015 Puerto Rico`s Problems
Jun 25, 2015 China’s Green Policy to Rely on Private Sector?
Jun 19, 2015 Rand Paul Is Ready to Rumble
Jun 10, 2015 What Every Pro-Growther Should Understand About the Education Mantra
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
May 26, 2015 Macro Trade Update: Oil, China, Egypt
Mar 21, 2015 HCMT Update: Positioning for ECB QE & Strong Dollar BiasHigh Conviction Macro Trade