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
Oct 19, 2017 BWR Slides: Tax cuts, Tax cut, Tax Cuts!!!
Oct 06, 2017 Fed Sweepstakes & Tax Wrinkles
Sep 27, 2017 Tax Cuts, Yellen & Alabama
| Global Reports
Oct 23, 2017 Japan: Abe Wins; Nikkei Outlook
Oct 18, 2017 Tax Cuts Sweep Europe
Oct 16, 2017 Austria: Europe’s Tax Cutters Continue Their Ascent
| Recommended Readings
Oct 18, 2017 Search for a New Fed Paradigm
Oct 11, 2017 Bradley: Triumph of the Putin Doctrine?
Oct 10, 2017 Citizen Trump: Negotiator-in-chief
Oct 09, 2017 Trump v. Corker: It`s About Policy
Oct 07, 2017 Calm Before the Storm: Iran
Sep 19, 2017 Lighthizer: Chinese Mercantilism, an Unprecedented Threat
Sep 18, 2017 North Korean Variable in Context
| Supply-Side Portfolio
Jun 30, 2017 HCMT: Philippines & Its Pro-Growth Strongman?
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