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
Jul 27, 2017 Brief: Tax Cut Progress
Jul 26, 2017 Risks for the Second Half
Jul 18, 2017 Forget “Repeal & Replace”, Forget “Tax Reform”
| Global Reports
Jul 20, 2017 Foreign Policy Notes: Syria, Qatar, Korea
Jul 14, 2017 France: Macron Puts Growth First?
Jun 09, 2017 UK, France, Italy
| Recommended Readings
Jul 27, 2017 Bannon’s Buffett Tax Gambit
Jul 17, 2017 Tax Cut Victory Before Labor Day
Jun 17, 2017 Kashkari: Why I Dissented Again
Jun 13, 2017 Buchanan: Are We Nearing Civil War?
Jun 09, 2017 Meadows Tries to Bury BAT With Austerity?
May 30, 2017 Reynolds: The Microeconomic Case For Corporate Tax Cuts
May 27, 2017 Bullard: Pump the Brakes on Rate Hikes
| Supply-Side Portfolio
Jun 30, 2017 HCMT: Philippines & Its Pro-Growth Strongman?
May 19, 2017 HCMT: Brazil Up Big Today
May 18, 2017 HCMT: Crisis & Opportunity With Brazil
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