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
May 16, 2018 Fed Factors: Yield Curve, Balance Sheet, 10-YR Yield
May 12, 2018 Shrinking Fed Latitude & Other Positives
May 08, 2018 The “Worst Deal Ever” and Fed Notes
| Global Reports
May 23, 2018 Italian Yields Climb on Savona News
May 22, 2018 President Mattarella & the Decline in Italian Yields
May 18, 2018 Italy, Turkey, China Trade
| Recommended Readings
May 22, 2018 Kashkari: Phillips Curve Flatness Triumph of Fed Policy?
May 14, 2018 Trump Tweets Cool Trade Tensions
May 11, 2018 Mexico’s Populist Seeking a Political Majority
May 09, 2018 Mexico`s Populist
May 02, 2018 What Does Mohammed Bin Salman Want?
Apr 26, 2018 Kanye West & the Democratic Problem
Apr 13, 2018 Kudlow: Growth’s Happy Warrior at the White House
| Supply-Side Portfolio
Apr 13, 2018 HCMT: Oil & Nasdaq 100
Feb 16, 2018 High Conviction Macro Trades: ETFs for of the New Powell Fed
|
|
Links:
|