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
May 03, 2024 The Next Phase of Slowdown?
May 01, 2024 FedWatch: Not Satisfied With Inflation, Focusing on Max Employment Goal
Apr 25, 2024 Core PCE Price Index Catapults 10-Year Yield Higher
Global Reports
Mar 18, 2024 As Oil Creeps Higher, the BOJ Plans Normalization
Jan 25, 2024 Geopolitical Threats to the Market
Recommended Readings
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
Mar 15, 2024 Vance`s Vision: Trump, Foreign Policy, and the Path to National Renewal
Mar 11, 2024 This Is Your Brain...on Ozempic
Supply-Side Portfolio
May 17, 2024 HCMT: Trades for the Other End of the Fed’s Dual Mandate