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
Jun 21, 2017 Republican Mid-Term Prospects Brighten
Jun 19, 2017 Ryan on Tax Cuts, Dudley, Georgia’s Election, Geopolitics
Jun 16, 2017 Tax Progress, Healthcare, Senate Sanctions
| Global Reports
Jun 09, 2017 UK, France, Italy
Jun 06, 2017 Regime Change in Qatar?
May 26, 2017 Brazil: Pension & Labor Reforms Don’t Matter
| Recommended Readings
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
May 23, 2017 Elusive GOP Consensus on Tax Reform?
May 17, 2017 Comey`s revenge is a gun without powder
| Supply-Side Portfolio
May 19, 2017 HCMT: Brazil Up Big Today
May 18, 2017 HCMT: Crisis & Opportunity With Brazil
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