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
Jan 15, 2020 January Monthly Macro Review
Jan 15, 2020 Dem Debate VII: Biden Plays His ‘Unify’ Card
Jan 08, 2020 No Americans Were Harmed: Iran’s Casualty-free Retaliation
| Global Reports
Jan 10, 2020 2020 Global Political Calendar
Jan 03, 2020 US Drone Strikes & Iraq/Iran
Dec 13, 2019 Britain: Boris in Command
| Recommended Readings
Jan 13, 2020 Closer Ties Ahead Between Tehran & Riyadh?
Jan 01, 2020 Buchanan: Will War Derail Trump`s Reelection?
Dec 23, 2019 What Happened to Europe`s Political Center?
Dec 18, 2019 UK`s Phillip Hammond: Brexit, a Multi-step Process
Dec 17, 2019 Steve Bannon`s Guardian Interviews
Nov 27, 2019 Trump`s Growing Political Capital?
Nov 22, 2019 Should Trump Go to Trial?
| Supply-Side Portfolio
Nov 26, 2019 HCMT: Six ETFs to End the Year
Oct 02, 2019 HCMT Note: Treasuries
Sep 20, 2019 HCMT: Upside to India`s Big Bang
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