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
Feb 19, 2025 Trump`s Foreign Policy Reset
Feb 13, 2025 Treasury Financing Alternatives: Judy Shelton’s Treasury Trust Bonds
Feb 12, 2025 Trump-Putin Breakthrough; Hot CPI; Powell & Mortgage Rates
| Global Reports
Feb 21, 2025 Brief: Will Germany’s Firewall Crumble on Sunday?
Jan 13, 2025 Austrian and German Politics: A Seismic Shift in Store for Europe?
Jan 06, 2025 After Trudeau: Canada Ready for a Political Reset
| Recommended Readings
Feb 19, 2025 Jeffrey Sachs on America’s Foreign Policy Reset
Feb 10, 2025 Elite Passions, Populist Hatchets, & the Democratic Trap on Spending
Jan 21, 2025 Exposure and Forgiveness: Ruminations at the Beginning of Trump’s Second Term
Nov 20, 2024 Slashing Government Bloat Part of a Strong Dollar Scenario?
Nov 14, 2024 Gaetz as AG: Trump’s Boldest Move Yet?
Oct 29, 2024 Bezos Speaks: Something Is Clearly Not Working
| Supply-Side Portfolio
Jan 31, 2025 Jan 2025 BWR Macro Review & Forecasts: 2025 Outlook, Bond Market Shifts, Trump at Davos, DeepSeek-R1, Mortgage Rates in the Crossfire, Canada & Germany
Jan 15, 2025 10-Year Peak Confirmed: Dovish Momentum Builds on Both Sides of the Atlantic & HCMT January Trade Ideas
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