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
May 13, 2019 China’s Weakening Tit-for-Tat Strategy & Today’s Selloff
May 08, 2019 US-China Trade Talks & Higher Tariffs
May 03, 2019 Outlines of Trumpcare Strategy Emerge
Global Reports
May 15, 2019 The Bolton-Pompeo Pressure Campaign on Iran
May 02, 2019 Greek Market Optimism & October Elections
Apr 30, 2019 Spain’s Split Electorate; Macron’s Zero-Sum Dogma; Merkel Exit Scenario
Recommended Readings
May 16, 2019 MMT Rocks Tokyo’s Fiscal Discussion
May 09, 2019 Trump Questions Bolton on Venezuela
May 02, 2019 Powell Resets Fed Expectations
Apr 22, 2019 Shelton: Case for Monetary Regime Change
Apr 18, 2019 Cain: Time for a New Approach at the Fed
Apr 16, 2019 Administration Misfire on Venezuela?
Apr 10, 2019 Did the White House Just Declare "Open Season" on Iran`s Special Forces?
Supply-Side Portfolio
Feb 23, 2019 HCMT: ETFs for a Weakened Global Economy and a Chastened Fed