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
Sep 13, 2019 Democratic Debate III Highlights: Candidates’ Clashing Policies
Sep 11, 2019 Fed "Boneheads," NIRP, & Bolton
Sep 06, 2019 Tariffs, the Yield Curve, & Cooling Labor Markets
| Global Reports
Sep 12, 2019 Between Draghi`s NIRP & Trump`s Jaw
Aug 27, 2019 UK: Boris’s ‘Touch and Go’ Moment
Aug 22, 2019 Hong Kong Hits An Inflection Point?
| Recommended Readings
Sep 10, 2019 Undeclared Bidding War on Iran?
Sep 03, 2019 The Brain Behind Boris?
Aug 28, 2019 Brexit Politics: Queen Agrees to Suspend Parliament
Aug 27, 2019 Dudley: Time to Weaponize the Fed
Aug 09, 2019 Xi Jinping’s Heady Challenges
Aug 06, 2019 China Steps Back From Weaponizing the Yuan
Jul 24, 2019 Mueller Hearings: A Howling Dud
| Supply-Side Portfolio
Jul 31, 2019 HCMT: The Case for Turkey
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