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
Aug 11, 2022 Biden’s Golden Recession?
Aug 09, 2022 Best Way to Beat Trump: Bar Him from Running Again?
Aug 03, 2022 BWR Pol Rpt: Biden Victories; Recession Jitters; Manchin Pressure; Chips Act; McConnell Blunders; Biden Border Crisis; Pelosi in Taiwan; Primary Wrap
| Global Reports
Jul 26, 2022 Why Lagarde Will Continue to Raise Rates in Euroland
Jun 30, 2022 As Russia “Defaults,” the West Heads for Contraction
Jun 21, 2022 Colombia: Gustavo Wins Only to Preside Over Contraction?
| Recommended Readings
Jul 11, 2022 Mearsheimer: No Conceivable Conclusion to Ukraine War in Near Future
Jul 06, 2022 Keep an Eye on Glenn Youngkin
Jun 27, 2022 Trump & the Roe Decision
Jun 20, 2022 Putin’s Address to the 25th St. Petersburg Economic Forum
Jun 17, 2022 Biden’s Power Broker & a Post-Midterm Pivot
May 04, 2022 The New Right?
Apr 14, 2022 Musk`s Hostile Takeover Bid for Twitter
| Supply-Side Portfolio
Apr 19, 2022 HCMT Updates: Natural Gas, Ukraine, Yields & Sectors
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