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 31, 2021 Gold, Vaccine Passports, Archegos Crack Up
Mar 26, 2021 Biden`s Moderation; Infrastructure & Tax Policy; Tech & EM Blues
Mar 20, 2021 Cuomo, Newsom & Kamala
| Global Reports
Mar 22, 2021 Foreign Policy: Biden`s Bumpy Start
Mar 05, 2021 BWR`s Global Political Calendar: Europe`s Year of Political Change
Mar 01, 2021 Hong Kong: Best Developed Market In Asia
| Recommended Readings
Apr 12, 2021 Germany`s Center-Right Succession Battle
Apr 06, 2021 China`s Digital Yuan: Sovereignty & Control
Mar 17, 2021 Biden`s Mouth & Berlin`s Pipeline
Feb 26, 2021 US Democrats Watching HK`s Trading Tax Hike
Jan 30, 2021 Gamestop`s Epic Short Squeeze
Jan 10, 2021 America`s Centrist Tendencies
Dec 18, 2020 Cathie Wood: Ahead of the Curve
|
|
Links:
|