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
Jun 19, 2018 China, the Fed & Growth Outlook
Jun 07, 2018 Renewed Fed Aggression & Conditions for Pause
May 24, 2018 FOMC Minutes, Jobless Claims & Trade Flux
| Global Reports
Jun 18, 2018 Merkel at Risk?
Jun 08, 2018 Emerging Market Troubles & Trump’s Trade Objective?
Jun 06, 2018 Italy-EU Collision Course
| Recommended Readings
Jun 20, 2018 German Automakers Support Trump’s Zero-Tariff Gambit
Jun 05, 2018 The Overseas Expansion of Chinese Steel & Tariffs
May 31, 2018 Left-Right Coalition May Get Second Crack in Italy
May 22, 2018 Kashkari: Phillips Curve Flatness Triumph of Fed Policy?
May 14, 2018 Trump Tweets Cool Trade Tensions
May 11, 2018 Mexico’s Populist Seeking a Political Majority
May 09, 2018 Mexico`s Populist
| Supply-Side Portfolio
Apr 13, 2018 HCMT: Oil & Nasdaq 100
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