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 18, 2024 Fed Ease as Powell’s Commitment to "Not Fall Behind" Disappoints
Sep 16, 2024 50BPS or More?; Another ActBlue Shooter; Other Global Macro Dates
Sep 12, 2024 Gold, Geopolitics, Sinking Dollar Demand?
| Global Reports
Aug 23, 2024 Global: Japan’s Switcheroo at the Top Amid BOJ Tightening
Aug 16, 2024 Global: UK`s Rachel Reeves - Faulty Approach to a Familiar Problem
Jun 19, 2024 Après Macron: Tax Hikes & Austerity?
| Recommended Readings
Aug 15, 2024 Can Harris Keep Kamalamania Alive?
Aug 06, 2024 Teixeira: Walz Not That Good
Jul 30, 2024 Kamala Harris`s Working Class Problem
Jul 17, 2024 Trump-Vance: Double-Barreled Populism
Jun 28, 2024 Post-Debate Panic & the Desperate Plan to Replace Biden
Jun 06, 2024 Putin on Biden, Trump & Political Infighting
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