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
Mar 27, 2024 Ready for a Sideways Market?
Mar 20, 2024 FedWatch: Powell’s “Careful” Pause Sparks Weak-Dollar Rally
Mar 13, 2024 Higher Than Expected CPI, High Gold, High Alert for a Cooling Labor Market
Global Reports
Mar 18, 2024 As Oil Creeps Higher, the BOJ Plans Normalization
Jan 25, 2024 Geopolitical Threats to the Market
Dec 30, 2023 Europe’s Political Calendar: 2023 Review & 2024 Preview Under Monetary Ease
Recommended Readings
Mar 18, 2024 Shelton - Don`t Credit the Fed for Lower Inflation
Mar 15, 2024 Vance`s Vision: Trump, Foreign Policy, and the Path to National Renewal
Mar 11, 2024 This Is Your Brain...on Ozempic
Jan 24, 2024 Amateur Hour in DC: The Failure of Russian Sanctions
Dec 13, 2023 The Case for Front-Loading Rate Cuts
Dec 08, 2023 Taibbi: Beltway Echoes of Desperation on Ukraine
Supply-Side Portfolio
Jan 08, 2024 HCMT: Betting on Economic Deceleration

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