Bretton Woods Research, LLC
A Macro Research 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
Jul 11, 2024 Easing Financial Conditions, Rising Gold & Political Uncertainty
Jul 06, 2024 Nominal Market Rally & a Caretaker President Harris Scenario
Jul 01, 2024 Rising Trifecta Odds, Oil & 10Yr Hawkishness
Global Reports
Jun 19, 2024 Après Macron: Tax Hikes & Austerity?
May 31, 2024 Global: Netherlands Edges Closer to Conservative Government; Claudia Sheinbaum: Mexico’s Julia Gillard?
May 24, 2024 Gold’s Retreat & Mideast Geopolitics; HCMT Update: NAIL
Recommended Readings
Jun 28, 2024 Post-Debate Panic & the Desperate Plan to Replace Biden
Jun 06, 2024 Putin on Biden, Trump & Political Infighting
May 14, 2024 Biden Promised Normal. Do Voters Want His Version of It?
May 12, 2024 SOTH Johnson on Trump, Bipartisanship, Abortion, & Ukraine
May 08, 2024 Laffer on the Fed, Taxes, the Deficit, and Trump’s Trade Policy
May 01, 2024 Time Interviews Trump
Mar 18, 2024 Shelton - Don`t Credit the Fed for Lower Inflation
Supply-Side Portfolio
May 17, 2024 HCMT: Trades for the Other End of the Fed’s Dual Mandate