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
Jul 14, 2018 Elections Watch: House Outlook, Anti-Pelosi Push & GOP Austerians
Jul 10, 2018 Q & A: Supply-Siders for Tariffs, Flaws in China’s Tax Cuts, Japan Concerns
Jul 03, 2018 Powell, the Dollar & Kudlow
| Global Reports
Jul 13, 2018 Russia: Growth Outlook Dims; Trump Summit
Jul 13, 2018 UK: May’s Soft-Exit Plan - DOA?
Jul 05, 2018 Is China Running Out of Options?
| Recommended Readings
Jun 20, 2018 German Automakers Support Trump’s Zero-Tariff Gambit
Jun 05, 2018 The Overseas Expansion of Chinese Steel & Tariffs
May 31, 2018 Left-Right Coalition May Get Second Crack in Italy
May 22, 2018 Kashkari: Phillips Curve Flatness Triumph of Fed Policy?
May 14, 2018 Trump Tweets Cool Trade Tensions
May 11, 2018 Mexico’s Populist Seeking a Political Majority
May 09, 2018 Mexico`s Populist
| Supply-Side Portfolio
Apr 13, 2018 HCMT: Oil & Nasdaq 100
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