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
Dec 10, 2018 On Heels of Bullard’s Broadside, Moore Opens Fire on Fed
Dec 07, 2018 It`s All About the Fed
Dec 03, 2018 Fedwatch: Trump Thumbs Up; New Framework; November Minutes
| Global Reports
Dec 06, 2018 Macron’s Retreat; Decision Day for Germany’s CDU
Nov 19, 2018 Global: Saudi Arabia; Iran; Brexit
Nov 12, 2018 UK: May’s Sinking Soft Brexit Proposal
| Recommended Readings
Nov 30, 2018 China-US Long-Term Rivals, Equals?
Nov 19, 2018 Healthcare as the Democrats’ Latest Weapon
Nov 17, 2018 Harker’s WSJ Interview: “Not Convinced” on December Rate Hike
Oct 16, 2018 Khashoggi & Saudi Vulnerability
Oct 05, 2018 Emerging Trade Consensus & Democrats
Sep 14, 2018 Trump`s Leadership & Woodward`s Fear
Aug 28, 2018 Leaving Afghanistan?
| Supply-Side Portfolio
Sep 04, 2018 HCMT: Argentina
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