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
Nov 20, 2022 BWR Post-Election Review: Abortion; Colorado Case Study; White House Strategy; GOP Ineptitude; Trump Factor; Between Now & 2024; Wanted: GOP Dealmaker
Nov 17, 2022 Bullard Predictably Hints at Much Higher Terminal Rate for 2023
Nov 10, 2022 Gold & Equities: Fed Pause Now in Play?
| Global Reports
Nov 16, 2022 Ukrainian Missiles Hit Poland
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
| Recommended Readings
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
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
| Supply-Side Portfolio
Oct 13, 2022 HCMT: A Rally to Fade?; Rate Expectations Still Dominant; Update with Homebuilders
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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