Bretton Woods Research, LLC
A Macro Research Firm

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.

Domestic Reports
Sep 21, 2017 Cassidy-Graham & 2018
Sep 13, 2017 Why Tax Cuts Will Happen II
Sep 07, 2017 Treasury Yields, Tax Cut Uncertainty & Trump’s Pivot
Global Reports
Sep 22, 2017 Germany & Japan: Elections and Tax Cuts
Sep 19, 2017 Emerging Markets: Review & Forecasts
Sep 05, 2017 Reaching a Dead-end With NK Sanctions?
Recommended Readings
Sep 19, 2017 Lighthizer: Chinese Mercantilism, an Unprecedented Threat
Sep 18, 2017 North Korean Variable in Context
Sep 11, 2017 Bannon Declares War on GOP Establishment
Aug 22, 2017 Tax Reform Progress!
Aug 17, 2017 Bannon & Washington Consensus on Trade?
Aug 01, 2017 Why Tax Cuts Will Happen
Jul 27, 2017 Bannon’s Buffett Tax Gambit
Supply-Side Portfolio
Jun 30, 2017 HCMT: Philippines & Its Pro-Growth Strongman?