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
Mar 23, 2019 Factors at the Margin & Steve Moore at the Fed?
Mar 20, 2019 Fed Policy Lagging Market Expectations
Mar 11, 2019 Powell; Support for No Deal Brexit Rising; China
| Global Reports
Mar 15, 2019 Brexit Extended, But for How Long?
Mar 08, 2019 Brexit: Next Wednesday, Labour Rebels, and Other Relevant Dates
Feb 21, 2019 UK PM May Fails Again; Italy’s Salvini Rising; Spain Elections
| Recommended Readings
Mar 18, 2019 UK: Bercow Stops May Cold?
Feb 05, 2019 The Criminalization of China Inc?
Feb 04, 2019 Fed Should Adopt CRB Price Target?
Jan 28, 2019 Paul Cox`s Radical Theory For What’s Causing Alzheimer’s
Jan 07, 2019 Surging Populism & European Parliament Elections
Dec 21, 2018 Trump’s Syria Withdrawal: Ample Room for Doubt
Dec 15, 2018 China’s Manufacturing Recession Up Close
| Supply-Side Portfolio
Feb 23, 2019 HCMT: ETFs for a Weakened Global Economy and a Chastened Fed
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