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
Apr 17, 2018 Factors at the Margin: Geopolitics, the Fed, Taxes, Trump & the GOP
Apr 11, 2018 Exit Price on Syria?
Apr 06, 2018 No Relief from Powell
| Global Reports
Apr 14, 2018 Vietnam: Tax Policy Getting Competitive
Mar 23, 2018 North Korea in the Shadow of Bolton
Mar 07, 2018 Global Update: Germany & Italy
| Recommended Readings
Apr 13, 2018 Kudlow: Growth’s Happy Warrior at the White House
Apr 05, 2018 Trade Deals Include Forex Surveillance?
Mar 12, 2018 Lamb: A Blue Wave Fantasy?
Mar 01, 2018 The China Reckoning & Today`s Tariffs
Feb 23, 2018 Mnuchin: Wage Gains Not a Problem
Feb 16, 2018 Germany’s Uncertain Political Future
Jan 31, 2018 Trump’s SOTU: All Chips on the Midterms
| Supply-Side Portfolio
Apr 13, 2018 HCMT: Oil & Nasdaq
Feb 16, 2018 High Conviction Macro Trades: ETFs for of the New Powell Fed
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