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
Dec 06, 2021 BWR Political Report: Kamala; Democratic & GOP Benches; SCOTUS on Abortion; Omicron; 2022 Gubernatorial Stakes; NY GOP Gubernatorial Primary; Odds & Polls
Dec 02, 2021 BBB Fizzling Out?, Biden vs DeSantis on COVID, Fed Tempo Check
Nov 18, 2021 Nov Macro Review: VA & NJ Elections, Manchin-Sinema Rally, BBB, Biden Mandate, Taiwan, Bullard, HCMT Review, EU Lockdowns & CDU’s Post-Merkel Dawn
| Global Reports
Nov 29, 2021 Omigosh Variant, Swiss Referenda, Germany`s New Coalition Pact
Nov 12, 2021 Europe`s New Lockdowns & Vaccine Push; CDU`s Second Life?
Aug 28, 2021 China`s Quest for an Olive-Shaped Society
| Recommended Readings
Nov 17, 2021 Ukraine and Taiwan: Act I, Cold War II
Oct 26, 2021 Manchin Kills IRS Snoop Scheme & Other Risk-on Developments
Oct 12, 2021 Biden`s China Policy & the Search for a Coherent Framework
Sep 30, 2021 Manchin`s Deal
Sep 22, 2021 Walt: AUKUS Dominoes Are Just Starting to Fall
Sep 12, 2021 Pinkerton: Five Hard Lessons from America`s Journey Since 9/11
Sep 09, 2021 Germany: SPD Outflanking Merkel`s CDU
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