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 16, 2019 Dem Debate IV: Impeachment, Tax Hikes, Healthcare Reform
Oct 11, 2019 US-China, Brexit Progress, Treasuries & Fed Posture
Oct 07, 2019 Syria: Trump vs. the Beltway, Again
| Global Reports
Oct 20, 2019 Canada Elections - Trudeau Looking at New Coalition Government
Oct 05, 2019 Global Brief: Austria – Kurz in Command
Oct 03, 2019 Brexit Progress & Draghi`s Sunset
| Recommended Readings
Oct 17, 2019 Brexit Math
Oct 16, 2019 How Trump`s Right on Syria
Oct 09, 2019 The Manifold Risks With China
Sep 27, 2019 Time to Restrict China`s Access to US Capital?
Sep 10, 2019 Undeclared Bidding War on Iran?
Sep 03, 2019 The Brain Behind Boris?
Aug 28, 2019 Brexit Politics: Queen Agrees to Suspend Parliament
| Supply-Side Portfolio
Oct 02, 2019 HCMT Note: Treasuries
Sep 20, 2019 HCMT: Upside to India`s Big Bang
Jul 31, 2019 HCMT: The Case for Turkey
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