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
May 24, 2017 Mulvaney & Mid-Terms
May 18, 2017 Russia Gate as Trump Leaves the Country
May 16, 2017 Intel, Taxes, Market Valuations & Fed Balance Sheet
Global Reports
May 26, 2017 Brazil: Pension & Labor Reforms Don’t Matter
May 26, 2017 UK Facing Hung Parliament?
May 12, 2017 Optimistic About Korea, Pessimistic About France
Recommended Readings
May 27, 2017 Bullard: Pump the Brakes on Rate Hikes
May 23, 2017 Elusive GOP Consensus on Tax Reform?
May 17, 2017 Comey`s revenge is a gun without powder
May 09, 2017 Who`s Holding Up Tax Cuts?
Apr 24, 2017 France`s Great Populist Divide
Apr 19, 2017 Why Are Republicans Making Tax Reform So Hard?
Apr 13, 2017 President Trump’s First Statement on the Dollar & Rates
Supply-Side Portfolio
May 19, 2017 HCMT: Brazil Up Big Today
May 18, 2017 HCMT: Crisis & Opportunity With Brazil
Feb 01, 2017 HCMT Update: Cocoa, Russia & the Yen