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
Jun 19, 2019 FedWatch: Powell Delivers Polarity Shift, and the Importance of Jim Bullard
Jun 18, 2019 Draghi Submits ‘an 11th Vote’ to the Fed
Jun 12, 2019 Waiting for a Fed Rate Cut
Global Reports
Jun 19, 2019 Frankfurt and Hong Kong: Shifting Winds
Jun 14, 2019 Iran & Hong Kong: New Risks
Jun 11, 2019 Italy: The Case for Mini-BOTs?
Recommended Readings
Jun 01, 2019 China’s Rare Earth Threat in Perspective
May 31, 2019 Shelton`s Dangerous Mind?
May 29, 2019 Salvini`s Sampson Option With Euro?
May 21, 2019 Potential Fed Nominee Shelton: End IOER, Let Rates Hit Rock Bottom
May 16, 2019 MMT Rocks Tokyo’s Fiscal Discussion
May 09, 2019 Trump Questions Bolton on Venezuela
May 02, 2019 Powell Resets Fed Expectations
Supply-Side Portfolio
Feb 23, 2019 HCMT: ETFs for a Weakened Global Economy and a Chastened Fed