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
Mar 28, 2023 March Macro Review - In Focus: Until Something Breaks, Let’s Watch How Credit Tightening Plays Out
Mar 22, 2023 Fed Brief: Let`s Watch How Credit Tightening Plays Out
Mar 13, 2023 Until Something Breaks
| Global Reports
Mar 21, 2023 France: The Borne Sacrifice
Mar 15, 2023 China’s Middle East Debut
Feb 23, 2023 Turkey: Erdogan’s New Direction
| Recommended Readings
Mar 19, 2023 The Fed Must Cut Rates, Now
Mar 11, 2023 Beijing Orchestrates Saudi Arabia-Iran Détente
Feb 25, 2023 David Sacks: Nuland Is the Fauci of Ukraine Crisis
Jan 26, 2023 Steady Risks Despite NATO’s Mission Creep?
Jan 07, 2023 What`s in McCarthy`s Deal With Conservatives to Win the Speakership?
| Supply-Side Portfolio
Jan 13, 2023 HCMT Update: Moderated Hawkishness & Gold
Dec 19, 2022 HCMT: ETF for More Hawkish Jawboning From the Fed
Dec 09, 2022 HCMT: ETFs for a Reluctant Fed Pivot & China
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