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
Jun 11, 2021 BWR Political Report: NYC Race, Infrastructure, NM, Waning Progressives, Trump Campaigns, Newsom Trouble, Immigration
Jun 04, 2021 Construction Contraction & Infrastructure Shuffling
May 30, 2021 BWR Political Report: Beating Back Pandemic, COVID Origin, Trump, DeSantis, GOP Moderates, VT`s Clout, CA Challenges
| Global Reports
Jun 08, 2021 Peru`s New President; Obrador`s Support Broadens; Israel After Bibi
Mar 22, 2021 Foreign Policy: Biden`s Bumpy Start
Mar 05, 2021 BWR`s Global Political Calendar: Europe`s Year of Political Change
| Recommended Readings
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
May 11, 2021 The Many Moving Parts to a Capital Gains Tax Hike
| Supply-Side Portfolio
Apr 30, 2021 HCMT: Today`s Commodity Boom & What Would Kill It
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