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
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