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
Oct 15, 2018 As the Fed Debate Turns, Where Are GOP’s Doves?
Oct 11, 2018 Trump, the Fed & Midterms
Oct 04, 2018 Powell Opens a Can of Volatility
| Global Reports
Oct 19, 2018 Oil & Expelling Iran From Swift
Oct 18, 2018 Rome-EU Negotiations: Rough Start; FOMC & China
Oct 15, 2018 Europe Politics: Sweden, Germany, Italy
| Recommended Readings
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?
Aug 22, 2018 Manafort, Cohen & President Trump
Aug 08, 2018 What Might Cause China to Blink on Trade?
Jul 27, 2018 Democrats Divided as Republican Tailwind Strengthens
| Supply-Side Portfolio
Sep 04, 2018 HCMT: Argentina
|
|
Links:
|