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
May 19, 2016 Hillary in Crisis & the Next Fed Rate Hike
May 16, 2016 Trump a 3D Player, Hillary Has No Game?
May 13, 2016 Thinking About a Trump Bull Market
Global Reports
May 24, 2016 Brexit: Remain Camp Padding Lead
May 23, 2016 Europe’s New Dynamic: Nationalists versus Environmentalists?
May 17, 2016 Brazil: The Law That Could Change Everything
Recommended Readings
May 26, 2016 Hillary Weakens in May
May 18, 2016 Brazil`s New Privatization Agenda
Apr 27, 2016 Trump`s America First Foreign Policy Speech
Apr 15, 2016 Trump Savaging Foreign Policy Sacred Cows
Mar 28, 2016 The Future of the EU & Brexit
Mar 24, 2016 Problems at the Yellen Fed
Mar 12, 2016 The Obama Doctrine
Supply-Side Portfolio
May 18, 2016 HCMT: Closing Turkey Short
May 03, 2016 HCMT Update - Reiterate Short Turkey: Geopolitical Chaos
Apr 23, 2016 High Conviction Macro Trades: Commodity & EM Opportunities
Feb 09, 2016 HCMT Update: Raising Our Stop on Treasuries