Bretton Woods Research, LLC
A Macro Research Firm

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.

Domestic Reports
Sep 13, 2019 Democratic Debate III Highlights: Candidates’ Clashing Policies
Sep 11, 2019 Fed "Boneheads," NIRP, & Bolton
Sep 06, 2019 Tariffs, the Yield Curve, & Cooling Labor Markets
Global Reports
Sep 12, 2019 Between Draghi`s NIRP & Trump`s Jaw
Aug 27, 2019 UK: Boris’s ‘Touch and Go’ Moment
Aug 22, 2019 Hong Kong Hits An Inflection Point?
Recommended Readings
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
Aug 27, 2019 Dudley: Time to Weaponize the Fed
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
Supply-Side Portfolio
Jul 31, 2019 HCMT: The Case for Turkey