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
Dec 19, 2024 Brief: Cramnibus Fail & Legislative Transparency in the Age of AI
Dec 18, 2024 FedWatch: Smaller Cut, Hammack’s Dissent, ’25 Battle Lines Form
Dec 11, 2024 Beyond Fed Metrics: Trump-Johnson Policymix, Middle East, Energy & Commodities
| Global Reports
Dec 16, 2024 Winds of Political Change Blow into Canada, Germany & France
Dec 06, 2024 France: Macron Likely to Limp into 2025 Without New Budget & Markets Are Fine With It
Dec 03, 2024 South Korea’s Bearish Second Half Devolves Into Political Crisis
| Recommended Readings
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
Sep 23, 2024 Amid Trump’s Sun Belt Strength, NYT Hints: ‘It’s the Economy, Stupid.’
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