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.
Mar 27, 2017 Hard to be Pessimistic about Taxes
Mar 21, 2017 Trump’s Healthcare Setback
Mar 17, 2017 Fed Hike, China Tax Cuts, Dutch Elections & EU Outlook
Mar 24, 2017 India Moves Closer to GST Unification
Mar 22, 2017 Insights from 1st French Presidential Debate
Mar 13, 2017 Opportunity in the Philippines
Mar 25, 2017 York: 14 Lessons From Ryancare Debacle
Mar 24, 2017 Trump’s Doubts about Ryan Grow
Mar 20, 2017 Academia Shifting on Free Trade
Mar 15, 2017 Trump Must Lead Congress, Not Be Led by It
Feb 07, 2017 Kashkari: No Reason to Raise Rates?
Feb 06, 2017 Gilder: Trump Right on Trade; Durable Fix Begins With Money
Feb 03, 2017 Coming Clash With Iran?
Feb 01, 2017 HCMT Update: Cocoa, Russia & the Yen