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.
Jul 23, 2014 Clinton, Jerry Brown & Democratic Senate Odds
Jul 17, 2014 New Sanctions on Russia; Housing Starts & Fed Outlook
Jul 14, 2014 Today`s Important Market Positives
Jul 10, 2014 Portugal Banking Troubles Likely Limited
Jun 30, 2014 MSCI Rankings: June 2014 Issue
Jun 19, 2014 Iraq Worries Grow; Gold Up $40
Jul 29, 2014 Why Is Argentine Debt Rallying Despite Looming Default?
Jul 28, 2014 Hillary Clinton: The Formidable Centrist
Jul 23, 2014 Obama`s Foreign Policy Cross Currents
Jul 17, 2014 Monetary Policy Must Focus on Growing Wages
Jul 02, 2014 `Room to Grow`: What`s Wrong With Today`s GOP on Economics?
Jun 25, 2014 Why Cochran Shocked McDaniel Last Night
Jun 23, 2014 Argentina’s Debt Problem & a Global Bankruptcy Mechanism
Apr 15, 2014 HCMT: Fixed Income Play for an ECB QE Scenario