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.
Nov 20, 2014 Today’s Global Slowdown and Dollar Deflation
Nov 05, 2014 Democratic Wipeout: Implications
Oct 30, 2014 Elections Watch: GOP’s Election to Lose
Nov 21, 2014 Positives from China & Europe: the Inverse of 2011
Nov 17, 2014 Update: Japan, China & Russia
Nov 14, 2014 Thinking About the Chinese Yuan
Nov 19, 2014 Russian-German Relations Turn Adversarial
Nov 10, 2014 Man-made Global Cooling?
Oct 29, 2014 A Voice for Monetary Reform in the House
Oct 21, 2014 How Republicans Could Lose in November
Oct 20, 2014 White House-Iran Nuclear Negotiations May Bypass Congress
Oct 17, 2014 Europe`s War on Low Taxes
Oct 09, 2014 Sperling: Corporate Tax Doable in 2015
Nov 07, 2014 HCMT Update: Dollar Index & Korea
Oct 27, 2014 HCMT: Positioning for Further Dollar Strength
Aug 19, 2014 High Conviction Macro Trade: Europe & Italy