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 15, 2021 BWR Political Report: VA and NYC Elections, AZ Audit, CA Recall, DeSantis’ Rise, Trump New Platform, Biden Performance
May 12, 2021 Tax Selling, Lumber Cracks, HCMT Update: Taiwan
Apr 29, 2021 Biden`s First 100 Days, Newsom Recall, Yang to Take Big Apple?
| Global Reports
Mar 22, 2021 Foreign Policy: Biden`s Bumpy Start
Mar 05, 2021 BWR`s Global Political Calendar: Europe`s Year of Political Change
Mar 01, 2021 Hong Kong: Best Developed Market In Asia
| Recommended Readings
May 14, 2021 Waller: Six Reasons Not to Sweat Above Trend CPI
May 11, 2021 The Many Moving Parts to a Capital Gains Tax Hike
May 07, 2021 Joblessness & the Fiscal Debate
Apr 22, 2021 Biden`s Capital Gains Proposal: Barking in 2021, Biting in 2022?
Apr 12, 2021 Germany`s Center-Right Succession Battle
Apr 06, 2021 China`s Digital Yuan: Sovereignty & Control
Mar 17, 2021 Biden`s Mouth & Berlin`s Pipeline
| Supply-Side Portfolio
Apr 30, 2021 HCMT: Today`s Commodity Boom & What Would Kill It
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