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
Nov 15, 2018 Powell in Dallas, Treasuries, and Oil/Gold
Nov 12, 2018 Democrats’ “Subpoena Cannon” Amid the Fed’s War on Growth
Nov 10, 2018 Healthcare Wins Midterms & the Fed
| Global Reports
Nov 12, 2018 UK: May’s Sinking Soft Brexit Proposal
Oct 29, 2018 Germany & Brazil: Electorates Seeking New Leadership
Oct 19, 2018 Oil & Expelling Iran From Swift
| Recommended Readings
Nov 17, 2018 Harker’s WSJ Interview: “Not Convinced” on December Rate Hike
Oct 16, 2018 Khashoggi & Saudi Vulnerability
Oct 05, 2018 Emerging Trade Consensus & Democrats
Sep 14, 2018 Trump`s Leadership & Woodward`s Fear
Aug 28, 2018 Leaving Afghanistan?
Aug 22, 2018 Manafort, Cohen & President Trump
Aug 08, 2018 What Might Cause China to Blink on Trade?
| Supply-Side Portfolio
Sep 04, 2018 HCMT: Argentina
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