Bretton Woods Research, LLC
A Macro Research Firm

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.

Domestic Reports
Jul 27, 2017 Brief: Tax Cut Progress
Jul 26, 2017 Risks for the Second Half
Jul 18, 2017 Forget “Repeal & Replace”, Forget “Tax Reform”
Global Reports
Jul 20, 2017 Foreign Policy Notes: Syria, Qatar, Korea
Jul 14, 2017 France: Macron Puts Growth First?
Jun 09, 2017 UK, France, Italy
Recommended Readings
Jul 27, 2017 Bannon’s Buffett Tax Gambit
Jul 17, 2017 Tax Cut Victory Before Labor Day
Jun 17, 2017 Kashkari: Why I Dissented Again
Jun 13, 2017 Buchanan: Are We Nearing Civil War?
Jun 09, 2017 Meadows Tries to Bury BAT With Austerity?
May 30, 2017 Reynolds: The Microeconomic Case For Corporate Tax Cuts
May 27, 2017 Bullard: Pump the Brakes on Rate Hikes
Supply-Side Portfolio
Jun 30, 2017 HCMT: Philippines & Its Pro-Growth Strongman?
May 19, 2017 HCMT: Brazil Up Big Today
May 18, 2017 HCMT: Crisis & Opportunity With Brazil