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 07, 2018 Ohio Special Election: Kasich`s Old District in the Balance
Jul 30, 2018 $100bn Capital Gains “Tax Cut”: Could It Happen?
Jul 25, 2018 Trump vs the Fed, Part II
| Global Reports
Aug 10, 2018 Turkey: Sanctions Panic, Weak Lira Fix Eludes
Aug 03, 2018 Pakistan Under Khan: First Thoughts
Jul 13, 2018 Russia: Growth Outlook Dims; Trump Summit
| Recommended Readings
Aug 08, 2018 What Might Cause China to Blink on Trade?
Jul 27, 2018 Democrats Divided as Republican Tailwind Strengthens
Jul 19, 2018 Syria and the Helsinki Summit
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?
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