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
Aug 11, 2022 Biden’s Golden Recession?
Aug 09, 2022 Best Way to Beat Trump: Bar Him from Running Again?
Aug 03, 2022 BWR Pol Rpt: Biden Victories; Recession Jitters; Manchin Pressure; Chips Act; McConnell Blunders; Biden Border Crisis; Pelosi in Taiwan; Primary Wrap
Global Reports
Jul 26, 2022 Why Lagarde Will Continue to Raise Rates in Euroland
Jun 30, 2022 As Russia “Defaults,” the West Heads for Contraction
Jun 21, 2022 Colombia: Gustavo Wins Only to Preside Over Contraction?
Recommended Readings
Jul 11, 2022 Mearsheimer: No Conceivable Conclusion to Ukraine War in Near Future
Jul 06, 2022 Keep an Eye on Glenn Youngkin
Jun 27, 2022 Trump & the Roe Decision
Jun 20, 2022 Putin’s Address to the 25th St. Petersburg Economic Forum
Jun 17, 2022 Biden’s Power Broker & a Post-Midterm Pivot
May 04, 2022 The New Right?
Apr 14, 2022 Musk`s Hostile Takeover Bid for Twitter
Supply-Side Portfolio
Apr 19, 2022 HCMT Updates: Natural Gas, Ukraine, Yields & Sectors