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.
Apr 17, 2017 BWR Slides: Where the Macro Stands Today
Apr 11, 2017 North Korea About to Boil?
Apr 07, 2017 Trump’s Airstrikes on Syria
Apr 21, 2017 France Going Into The Weekend
Apr 18, 2017 UK Snap Elections, Le Pen Rising, Turkey in Context
Mar 24, 2017 India Moves Closer to GST Unification
Apr 19, 2017 Why Are Republicans Making Tax Reform So Hard?
Apr 13, 2017 President Trump’s First Statement on the Dollar & Rates
Apr 03, 2017 FT Interview With Trump
Apr 03, 2017 Trump Administration Hands on With Tax Plan
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
Feb 01, 2017 HCMT Update: Cocoa, Russia & the Yen