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
Nov 18, 2024 Trump`s Treasury Sweepstakes, Lighthizer & America’s Fiscal Reset
Nov 13, 2024 CPI Stickiness: Shelter-Driven Noise Amid Restrictive Rate Policy
Nov 08, 2024 FedWatch: Treasury Bulls in the Crosshairs?
| Global Reports
Nov 19, 2024 Brief: Ukraine’s First ATACMS Strike on Russia, Game Changer?
Sep 26, 2024 China`s 3-Day Stimulus Blitz
Aug 23, 2024 Global: Japan’s Switcheroo at the Top Amid BOJ Tightening
| Recommended Readings
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
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
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