About Us
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.
| Latest Publications |
Domestic Reports
Mar 24, 2025 Trump’s Long Form Four: Bessent, Lutnick, Lighthizer & Witkoff
Mar 19, 2025 FedWatch: Pause Amid Tariff Uncertainty, QT Pace Slows
Mar 13, 2025 Lutnick Delivers a Populist Bombshell: No Federal Taxes for Income Below $150K
| Global Reports
Feb 24, 2025 Germany’s Unity Coalition Won’t Happen, Grand Coalition Likely
Feb 21, 2025 Brief: Will Germany’s Firewall Crumble on Sunday?
Jan 13, 2025 Austrian and German Politics: A Seismic Shift in Store for Europe?
| Recommended Readings
Mar 26, 2025 Hersh: Israel Prepares for Another Invasion
Mar 23, 2025 Lighthizer on China, April 2 Tariffs & Reviving the Working Class
Feb 25, 2025 Why Denmark`s Left Thrives Where America`s Stumbles
Feb 19, 2025 Jeffrey Sachs on America’s Foreign Policy Reset
Feb 10, 2025 Elite Passions, Populist Hatchets, & the Democratic Trap on Spending
Jan 21, 2025 Exposure and Forgiveness: Ruminations at the Beginning of Trump’s Second Term
| Supply-Side Portfolio
Mar 03, 2025 HCMT Housekeeping Update: Raising Stops
Jan 31, 2025 Jan 2025 BWR Macro Review & Forecasts: 2025 Outlook, Bond Market Shifts, Trump at Davos, DeepSeek-R1, Mortgage Rates in the Crossfire, Canada & Germany
Jan 15, 2025 10-Year Peak Confirmed: Dovish Momentum Builds on Both Sides of the Atlantic & HCMT January Trade Ideas
|
|
Links:
|