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
Jul 25, 2021 Biden`s Foreign Policy: A Midyear Report Card
Jul 24, 2021 BWR Pol Rpt: Biden Town Hall – Eric Adams New Democrat – Texas District 6 – VA Race Tightens – CA Recall – Trump Empathy Gap
Jul 22, 2021 BWR July Macro Review: Midyear Outlook, Delta Variant, Infrastructure Talks, Tax Odds, Foreign Policy Notes, One-World Tax Floor
| Global Reports
Jun 08, 2021 Peru`s New President; Obrador`s Support Broadens; Israel After Bibi
| Recommended Readings
Jul 30, 2021 RR: Fauci`s Serpentine Messaging & COVID`s Noble Lies
Jun 11, 2021 GOP Opportunity With Nonwhites
Jun 03, 2021 Rove: Yes, It’s Still the Economy, Stupid
Jun 02, 2021 COVID Class War
May 27, 2021 Could a Former "Conservative Republican" Take the Big Apple?
May 18, 2021 Democrats Split Into Blocs Over Tax Hikes
May 14, 2021 Waller: Six Reasons Not to Sweat Above Trend CPI
| Supply-Side Portfolio
Jun 18, 2021 HCMT: Treasuries, Copper & Commodities
Apr 30, 2021 HCMT: Today`s Commodity Boom & What Would Kill It
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