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 19, 2019 Yield Curve Problem, HK Factor, Growth Rate Debate & Jackson Hole
Aug 07, 2019 Sputtering Growth & Recession Math
Aug 05, 2019 The Fed, New Tariffs, Currency Manipulation & Market Extremes
| Global Reports
Aug 13, 2019 Tariffs, Hong Kong, & Argentina
Jul 30, 2019 UK: Hardening Brexit Talk, Boris the Brave & Elections?
Jul 19, 2019 Troika Sweepstakes: EC, ECB & IMF
| Recommended Readings
Aug 09, 2019 Xi Jinping’s Heady Challenges
Aug 06, 2019 China Steps Back From Weaponizing the Yuan
Jul 24, 2019 Mueller Hearings: A Howling Dud
Jul 20, 2019 Now, Even Iran’s Hard-Liners Talk of Dialogue With Trump
Jul 19, 2019 Trump’s Tweets & Immigration 2020
Jul 18, 2019 Rand Paul’s Golf Course Diplomacy
Jun 28, 2019 Containing The Trade War With China
| Supply-Side Portfolio
Jul 31, 2019 HCMT: The Case for Turkey
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