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
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