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
Jan 18, 2025 Trump’s Return: Policy Roadmap & Cabinet Confirmation Takeaways
Jan 10, 2025 Labor Strength, Fed Pause, and the Case for Peaking Yields
Jan 08, 2025 Global Bond Yields: Duck, Duck, Duck, Goose!
| Global Reports
Jan 13, 2025 Austrian and German Politics: A Seismic Shift in Store for Europe?
Jan 06, 2025 After Trudeau: Canada Ready for a Political Reset
Dec 16, 2024 Winds of Political Change Blow into Canada, Germany & France
| Recommended Readings
Jan 21, 2025 Exposure and Forgiveness: Ruminations at the Beginning of Trump’s Second Term
Nov 20, 2024 Slashing Government Bloat Part of a Strong Dollar Scenario?
Nov 14, 2024 Gaetz as AG: Trump’s Boldest Move Yet?
Oct 29, 2024 Bezos Speaks: Something Is Clearly Not Working
Oct 01, 2024 Trump: My Plan to Make America Affordable Again – and Bring Back the American Dream
| Supply-Side Portfolio
Jan 15, 2025 10-Year Peak Confirmed: Dovish Momentum Builds on Both Sides of the Atlantic & HCMT January Trade Ideas
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