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
Oct 15, 2024 BWR Political Report: Harris Campaign Struggles With Messaging, Media, Blacks & Hispanics, and Trump’s Path to Victory
Oct 10, 2024 Bullish Markets as Trump Momentum Strengthens
Oct 04, 2024 Seasonal Noise Unlikely to Derail Fed Easing
| Global Reports
Sep 26, 2024 China`s 3-Day Stimulus Blitz
Aug 23, 2024 Global: Japan’s Switcheroo at the Top Amid BOJ Tightening
Aug 16, 2024 Global: UK`s Rachel Reeves - Faulty Approach to a Familiar Problem
| Recommended Readings
Oct 01, 2024 Trump: My Plan to Make America Affordable Again – and Bring Back the American Dream
Sep 23, 2024 Amid Trump’s Sun Belt Strength, NYT Hints: ‘It’s the Economy, Stupid.’
Aug 15, 2024 Can Harris Keep Kamalamania Alive?
Aug 06, 2024 Teixeira: Walz Not That Good
Jul 30, 2024 Kamala Harris`s Working Class Problem
Jul 17, 2024 Trump-Vance: Double-Barreled Populism
Jun 28, 2024 Post-Debate Panic & the Desperate Plan to Replace Biden
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