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
Jan 21, 2022 BWR January Macro Review: Omicron Surge; BBB All But Dead; Fed’s Tightening Agenda Takes Toll
Jan 14, 2022 BWR Pol Rpt: Biden Slipping, Omicron Surge, Eric Adams, Filibuster Lives, Jan. 6, Gavin Newsom Dreaming, College Enrollment Drops
Jan 06, 2022 2022 Outlook: Year of Transition
| Global Reports
Jan 19, 2022 Global: Hawks, Doves & Rumors of War
Dec 31, 2021 Biden`s 2022 Foreign Policy Dilemmas, Part I: Ukraine
Nov 29, 2021 Omigosh Variant, Swiss Referenda, Germany`s New Coalition Pact
| Recommended Readings
Jan 20, 2022 Buchanan: Biden Should Declare NATO Membership Closed
Jan 13, 2022 Biden`s Split Decision on Vaccine Mandates
Dec 09, 2021 Accommodating Putin`s "NATO Veto"
Nov 17, 2021 Ukraine and Taiwan: Act I, Cold War II
Oct 26, 2021 Manchin Kills IRS Snoop Scheme & Other Risk-on Developments
Oct 12, 2021 Biden`s China Policy & the Search for a Coherent Framework
Sep 30, 2021 Manchin`s Deal
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