Bretton Woods Research, LLC
A Macro Research & Forecasting 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
Feb 14, 2018 Inflation Rally
Feb 12, 2018 The Fed vs Trump, Part I
Feb 09, 2018 “Small Potatoes”
Global Reports
Feb 01, 2018 Emerging Market Outlook: Best and Worst Countries for 2018
Jan 18, 2018 Reunified North and South Korea?
Dec 16, 2017 Developed Markets: Review & Favorites for 2018
Recommended Readings
Feb 16, 2018 Germany’s Uncertain Political Future
Jan 31, 2018 Trump’s SOTU: All Chips on the Midterms
Jan 22, 2018 The Economy: Harbinger of Republican Victory in November?
Jan 19, 2018 Regulatory Relief Beyond Mulvaney
Jan 12, 2018 Trump on NAFTA, Korea, Immigration & Infrastructure
Dec 16, 2017 Speaker Ryan Eyeing the Exits?
Dec 11, 2017 WTO Makeover?
Supply-Side Portfolio
Feb 16, 2018 High Conviction Macro Trades: ETFs for of the New Powell Fed