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
Nov 30, 2016 Emerging Tax Reform, Mnuchin & Ross
Nov 28, 2016 Recount DOA
Nov 09, 2016 President-Elect Donald J. Trump
Global Reports
Dec 06, 2016 Renzi & the Risk of Snap Elections
Dec 02, 2016 European Politics – Italy, Austria, France
Nov 16, 2016 King Dollar Wrecking Ball: Emerging Markets & Commodity Risk
Recommended Readings
Dec 06, 2016 European Politics in 2017
Dec 03, 2016 The Mind of Mattis
Dec 01, 2016 How OPEC Deal Got Done
Nov 22, 2016 China Inc. & the WTO
Nov 19, 2016 Bonfire of the Rupees
Nov 15, 2016 Will Fed Sabotage the Trump Presidency?
Oct 29, 2016 Syria, ISIS & the “Washington Bubble”
Supply-Side Portfolio
Nov 13, 2016 HCMT: Investment Positioning for a Trump Presidency
Oct 04, 2016 HCMT Note: Dollar Strength Adjustment