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 06, 2019 BWR: A Year of Spot-On Coverage
Dec 04, 2019 Impeachment Fizzle & Phase One "Peanuts"
Nov 21, 2019 Dem Debate V: Booker Pushes Growth; Biden Flags; Social Safety Net
| Global Reports
Nov 20, 2019 Global Notes: UK Debate; Sweden Going ZIRP? Salvini`s Popularity
Nov 12, 2019 Russian Optimism Begins With Europe
Nov 03, 2019 As The World Churns: A Year Of Global Protests
| Recommended Readings
Nov 27, 2019 Trump`s Growing Political Capital?
Nov 22, 2019 Should Trump Go to Trial?
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
| Supply-Side Portfolio
Nov 26, 2019 HCMT: Six ETFs to End the Year
Oct 02, 2019 HCMT Note: Treasuries
Sep 20, 2019 HCMT: Upside to India`s Big Bang
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