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
May 13, 2019 China’s Weakening Tit-for-Tat Strategy & Today’s Selloff
May 08, 2019 US-China Trade Talks & Higher Tariffs
May 03, 2019 Outlines of Trumpcare Strategy Emerge
| Global Reports
May 15, 2019 The Bolton-Pompeo Pressure Campaign on Iran
May 02, 2019 Greek Market Optimism & October Elections
Apr 30, 2019 Spain’s Split Electorate; Macron’s Zero-Sum Dogma; Merkel Exit Scenario
| Recommended Readings
May 16, 2019 MMT Rocks Tokyo’s Fiscal Discussion
May 09, 2019 Trump Questions Bolton on Venezuela
May 02, 2019 Powell Resets Fed Expectations
Apr 22, 2019 Shelton: Case for Monetary Regime Change
Apr 18, 2019 Cain: Time for a New Approach at the Fed
Apr 16, 2019 Administration Misfire on Venezuela?
Apr 10, 2019 Did the White House Just Declare "Open Season" on Iran`s Special Forces?
| Supply-Side Portfolio
Feb 23, 2019 HCMT: ETFs for a Weakened Global Economy and a Chastened Fed
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