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 13, 2019 Powell Testifies; Trump`s NY Speech; Impeachment Begins; Hillary?
Nov 06, 2019 GOP Lessons From KY, VA, MS Elections
Nov 02, 2019 China, Impeachment, & Fed Funds Futures
| Global Reports
Nov 12, 2019 Russian Optimism Begins With Europe
Nov 03, 2019 As The World Churns: A Year Of Global Protests
Oct 29, 2019 Brexit by Christmas?
| Recommended Readings
Nov 13, 2019 Impeachment Pantomine
Nov 11, 2019 Macron: We Are Witnessing the Brain Death of NATO
Oct 29, 2019 Takeaways From China`s Fourth Plenum
Oct 21, 2019 Hillary, Tulsi, & the Russia Delusion
Oct 17, 2019 Brexit Math
Oct 16, 2019 How Trump`s Right on Syria
Oct 09, 2019 The Manifold Risks With China
| Supply-Side Portfolio
Oct 02, 2019 HCMT Note: Treasuries
Sep 20, 2019 HCMT: Upside to India`s Big Bang
Jul 31, 2019 HCMT: The Case for Turkey
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