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, 2019 FedWatch: Powell Delivers Polarity Shift, and the Importance of Jim Bullard
Jun 18, 2019 Draghi Submits ‘an 11th Vote’ to the Fed
Jun 12, 2019 Waiting for a Fed Rate Cut
| Global Reports
Jun 19, 2019 Frankfurt and Hong Kong: Shifting Winds
Jun 14, 2019 Iran & Hong Kong: New Risks
Jun 11, 2019 Italy: The Case for Mini-BOTs?
| Recommended Readings
Jun 01, 2019 China’s Rare Earth Threat in Perspective
May 31, 2019 Shelton`s Dangerous Mind?
May 29, 2019 Salvini`s Sampson Option With Euro?
May 21, 2019 Potential Fed Nominee Shelton: End IOER, Let Rates Hit Rock Bottom
May 16, 2019 MMT Rocks Tokyo’s Fiscal Discussion
May 09, 2019 Trump Questions Bolton on Venezuela
May 02, 2019 Powell Resets Fed Expectations
| Supply-Side Portfolio
Feb 23, 2019 HCMT: ETFs for a Weakened Global Economy and a Chastened Fed
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