Bretton Woods Research, LLC
About Bretton Woods Research, LLC
Bretton Woods Research, LLC is a macroeconomic research firm that analyzes the political economy from a supply-side framework. We assess fiscal, monetary and regulatory policy, in addition to political and geopolitical currents, in order to identify and anticipate risks and opportunities for growth and equity appreciation in the global economy.
Started in 2006, Bretton Woods Research has delivered supply-side macroeconomicresearch for Wall Street institutional money management firms.
Why Bretton Woods Research?
We provide a coherent, understandable framework with which to interpret and anticipate events in the global political economy. Our clients often remark that the big picture perspective we offer has been 'like a compass' and has been an invaluable part of their investment decision process.
Our namesake harkens back to the gold standard days of the Bretton Woods Era, the period between 1944-1967, during which there was uninterrupted prosperity in the world's free market economies. The lynchpin to that prosperity was the international monetary system which anchored the U.S. dollar to a gold price of $35/oz. A dollar was worth the same amount in 1953 as it was in 1963 and inflation was nonexistent. Despite President Richard Nixon's decision to move the world off the gold standard in 1971, gold remains the numeraire, the standard against which all prices must eventually equilibrate. The gold signal continues to exert a profound effect on prices and markets. Accordingly, it remains central to our forecasting model.
What Can You Expect as a Client?
* Domestic markets -- Reports and briefs on significant developments that affect markets and the political economy. Although we are not stock pickers, we do outline the big picture and provide perspective important for any fund manager. We address questions such as where equities and debt prices might be headed and which asset classes might outperform their benchmarks in the current environment.
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* Global markets -- Reports and briefs on developments and opportunities in foreign countries, with a focus on emerging markets.
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* Daily recommended readings -- We often highlight impact pieces that supplement our ongoing analysis of the global political economy and offer insights we think will inform our clients.
* Conference calls -- On a monthly basis our chief economist, Paul Hoffmeister, runs through the major issues that makeup our macroeconomic outlook, while Vlad Signorelli runs through select foreign markets for a global overview. For some clients, this is an ideal way of staying current with the macro trends in motion and exchange in a question and answer session.