Bretton Woods Research, LLC
A Macro Research & Forecasting 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
Mar 14, 2018 Blue Dog Dems on a Roll
Mar 13, 2018 Tillerson, Kudlow, & ACT II on Taxes
Mar 09, 2018 Trump for Nobel Peace Prize?
Global Reports
Mar 07, 2018 Global Update: Germany & Italy
Feb 01, 2018 Emerging Market Outlook: Best and Worst Countries for 2018
Jan 18, 2018 Reunified North and South Korea?
Recommended Readings
Mar 12, 2018 Lamb: A Blue Wave Fantasy?
Mar 01, 2018 The China Reckoning & Today`s Tariffs
Feb 23, 2018 Mnuchin: Wage Gains Not a Problem
Feb 16, 2018 Germany’s Uncertain Political Future
Jan 31, 2018 Trump’s SOTU: All Chips on the Midterms
Jan 22, 2018 The Economy: Harbinger of Republican Victory in November?
Jan 19, 2018 Regulatory Relief Beyond Mulvaney
Supply-Side Portfolio
Feb 16, 2018 High Conviction Macro Trades: ETFs for of the New Powell Fed