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
Feb 08, 2023 Biden’s Effective SOTU Contrasts With Huckabee Sanders’ Culture War
Feb 04, 2023 BWR Political Report: Biden Coming in Hot for Feb. 7 SOTU
Feb 02, 2023 Are Hard Landings Softer With a Floating Dollar?
| Global Reports
Jan 24, 2023 Ukraine, Waller, Gold, Japan
Dec 20, 2022 Rate Hiking Pandemic Spreads to Japan?
Nov 16, 2022 Ukrainian Missiles Hit Poland
| Recommended Readings
Jan 26, 2023 Steady Risks Despite NATO’s Mission Creep?
Jan 07, 2023 What`s in McCarthy`s Deal With Conservatives to Win the Speakership?
Nov 15, 2022 Poland Considers Article 4 Activation Over Suspected Missile Attack
Nov 03, 2022 Former Obama, Clinton NSC Staffer: Time to Bring Russia and Ukraine to Negotiating Table
Oct 31, 2022 Mark Penn: Why Zeldin Might Win New York
Oct 25, 2022 Senator Brown to Powell: Time to Pump the Brakes With Rate Hikes
| Supply-Side Portfolio
Jan 13, 2023 HCMT Update: Moderated Hawkishness & Gold
Dec 19, 2022 HCMT: ETF for More Hawkish Jawboning From the Fed
Dec 09, 2022 HCMT: ETFs for a Reluctant Fed Pivot & China
Oct 13, 2022 HCMT: A Rally to Fade?; Rate Expectations Still Dominant; Update with Homebuilders
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