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
Sep 22, 2023 BWR Pol Rpt: Striking Auto Workers, Trump UAW Address, Biden`s Capacity
Sep 21, 2023 Powell`s Long Pause Begins & Long Bond Yields Rise?
Sep 07, 2023 4.5% UST 10YR Yield Scenario With Outlooks on Yen, Yuan & Oil
| Global Reports
Aug 29, 2023 Taiwan: Terry Gou’s Bid to Derail the DPP Has the Numbers
Aug 17, 2023 What`s Going on With the Yen & Yuan?
Aug 11, 2023 Niger and the New Scramble for Africa
| Recommended Readings
Sep 22, 2023 Dallas Mayor Becomes Republican, Endorses GOP Recipe for Urban Prosperity
Sep 13, 2023 Did Ignatius Just Call for Harris` Removal From the 2024 Ticket?
Sep 12, 2023 The Tax Cut Discussions for Trump`s Second Act
Aug 14, 2023 Milei`s Dollarization & Tax-Cut Surprise for Argentina
Jul 09, 2023 The Nahel Riots, Two Frances & Europe`s Shifting Political Landscape
Jul 06, 2023 Confirmed: Secret US-Russia “Track Two” Diplomacy Talks Since April
Jun 29, 2023 Hersh: Prigozhin`s Folly
| Supply-Side Portfolio
Aug 23, 2023 HCMT: Our View on the UST 10-Year Yield
May 31, 2023 HCMT: Trades in Anticipation of Fed “Skip” Day
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