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
Apr 16, 2019 Fed’s Dovish Churn & Kudlow, Market Outlook, US-China, Mnuchin
Apr 09, 2019 Yield Curve, Moore’s Op-ed, US-China, Border Policy Purge
Mar 29, 2019 2020 Election Watch: Democrats – An Early Look at the Majors & Notables
| Global Reports
Apr 11, 2019 Brextension #3 and May’s Second Wind?
Apr 05, 2019 The US Case Against Huawei: Where’s the Beef?
Mar 25, 2019 Ukraine Elections: Post-Poroshenko Era in the Offing?
| Recommended Readings
Apr 18, 2019 Cain: Time for a New Approach at the Fed
Apr 16, 2019 Administration Misfire on Venezuela?
Apr 10, 2019 Did the White House Just Declare "Open Season" on Iran`s Special Forces?
Apr 05, 2019 How the US Got Left Behind in the Race for 5G
Apr 04, 2019 Trump Taps Cain for Second Open Seat at Fed
Mar 31, 2019 Sovereign Finance, Zero-to-Negative Rates & MMT
Mar 29, 2019 Bullard’s Endorses NGDP Targeting, Again
| Supply-Side Portfolio
Feb 23, 2019 HCMT: ETFs for a Weakened Global Economy and a Chastened Fed
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