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
Apr 23, 2025 Risk-On Rally Ignites as Trump Dials Back China Tariffs
Apr 16, 2025 Gold $3350+/oz: Tariff Turmoil and Fed Negligence Gut the Dollar
Apr 09, 2025 Trump’s Trade War 2.0, Chapter III: China Hit with 125%, Others Get 90-Day Pause
| Global Reports
Apr 27, 2025 Global Update: Canada & Germany in Political Flux
Feb 24, 2025 Germany’s Unity Coalition Won’t Happen, Grand Coalition Likely
Feb 21, 2025 Brief: Will Germany’s Firewall Crumble on Sunday?
| Recommended Readings
Apr 28, 2025 Munchau: Why Europe Should Accept Trump’s Peace Deal
Apr 15, 2025 A Kemp-Roth Moment: Hewitt’s Plan for a $3 Trillion Revenue Windfall
Apr 05, 2025 The Intellectual Blueprint Behind Trump’s Reciprocal Tariffs
Mar 31, 2025 Tariff Uncertainty or Devaluation by Design? Our Weak Dollar Problem
Mar 26, 2025 Hersh: Israel Prepares for Another Invasion
Mar 23, 2025 Lighthizer on China, April 2 Tariffs & Reviving the Working Class
Feb 25, 2025 Why Denmark`s Left Thrives Where America`s Stumbles
| Supply-Side Portfolio
Apr 29, 2025 HCMT: Betting on Trump’s Disinflationary Tailwind
Mar 03, 2025 HCMT Housekeeping Update: Raising Stops
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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