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
Sep 22, 2020 BWR`s September 2020 Macro Review
Sep 17, 2020 FedWatch: Powell May Never Raise Rates Again; Bond Yield Scenarios
Sep 15, 2020 Trump’s Strengthening Tailwinds
| Global Reports
Sep 03, 2020 Suga Lines Up as Japan’s Post-Abe Premier
Aug 31, 2020 Britain: Sunak’s Pickle
Aug 21, 2020 UK`s Economy Looks to Get Out Covid-19 Jail
| Recommended Readings
Sep 18, 2020 Kashkari’s Dissent & the Expansion
Aug 31, 2020 Gaming Out a Contested Election
Aug 26, 2020 Victory Over Covid-19 Before a Vaccine
Aug 17, 2020 Deep State vs. Trump`s Pick for Berlin
Aug 03, 2020 Admonitions to a Stiff-Necked Elite
Jul 31, 2020 Big Tech Hearing Breaks the Seal
Jul 13, 2020 SCOTUS on Trump Tax Returns: Win, Lose or Draw?
| Supply-Side Portfolio
Jul 28, 2020 High Conviction Macro Trades With Higher Gold
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