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
Jun 05, 2023 Mixed Data Signals, But “Skip” Outlook Unchanged
May 31, 2023 May Macro Review: Low Intensity Hawkishness, Debt Ceiling Deal, Turkey & Germany
May 25, 2023 BWR Pol Rpt: Debt Ceiling Drama & DeSantis
| Global Reports
May 17, 2023 Turkey: Erdoğan’s Fiscal Journey to Go Full Circle, Despite Likely May 28th Victory?
May 12, 2023 Turkey: If Erdogan Loses on Sunday...
Mar 21, 2023 France: The Borne Sacrifice
| Recommended Readings
May 02, 2023 Prosperity Requires a Stable Dollar
Apr 27, 2023 Ukraine-China & Path to Negotiations
Apr 07, 2023 Kudlow: Long Live King Dollar
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
| Supply-Side Portfolio
May 31, 2023 HCMT: Trades in Anticipation of Fed “Skip” Day
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