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 03, 2022 Contraction & Fragility
Sep 21, 2022 Powell`s Game Plan: Recession or Bust
Sep 20, 2022 Powell`s Diminishing Returns
| Global Reports
Sep 28, 2022 The Battle for Britain & a Mexico 1982 Moment?
Sep 07, 2022 Ukraine War: Diplomacy Short-circuited in Kyiv & Europe`s Energy Wedge
Aug 23, 2022 UK: Embracing Growth, Liz Truss Leaps Ahead of Rishi Sunak
| Recommended Readings
Sep 22, 2022 Putin Mixes It Up on Ukraine: Referenda Shot With Nuclear Chaser?
Aug 29, 2022 Barr: Republicans Have a Huge Opportunity to Seize a Decisive Majority
Aug 12, 2022 In the Shadow of EU Elites, WEF, & Malthus, Dutch Farmers Fight
Jul 11, 2022 Mearsheimer: No Conceivable Conclusion to Ukraine War in Near Future
Jul 06, 2022 Keep an Eye on Glenn Youngkin
Jun 27, 2022 Trump & the Roe Decision
Jun 20, 2022 Putin’s Address to the 25th St. Petersburg Economic Forum
| Supply-Side Portfolio
Sep 27, 2022 HCMT Update: Taking Gains in Biden`s Bear Market
Sep 01, 2022 HCMT Update: Raising a Stop & The Case Against Brazil
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