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
Oct 22, 2020 BWR`s October 2020 Macro Review
Oct 16, 2020 Dueling Town Halls: Trump vs Biden
Oct 13, 2020 Three Weeks Left: Markets Shift Toward...?
| Global Reports
Oct 19, 2020 India and Its Post-Covid Future
Oct 14, 2020 Trump`s Middle East Design
Sep 30, 2020 Biden or Trump, China Will Weather the Storm
| Recommended Readings
Oct 15, 2020 Biden`s Laptop & BigTech Censorship
Sep 24, 2020 Waning Confidence in Team Biden?
Sep 18, 2020 Kashkari’s Dissent & the Expansion
Aug 31, 2020 Gaming Out a Contested Election
Aug 26, 2020 Victory Over Covid-19 Before a Vaccine
Aug 17, 2020 Deep State vs. Trump`s Pick for Berlin
Aug 03, 2020 Admonitions to a Stiff-Necked Elite
| Supply-Side Portfolio
Jul 28, 2020 High Conviction Macro Trades With Higher Gold
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