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
Dec 07, 2023 4th GOP Debate Wrap: Vivek - Destroyer of Anti-Trump Donor Cash
Dec 04, 2023 BWR Pol Rpt: DeSantis-Newsom, Ryan Backs Haley, Santos Ousted, Third Party Presidential Candidate Scenarios, Musk F’Bombs Disney & Other Advertisers
Dec 01, 2023 November Macro Review In Focus - Powell’s Persistent Pause, Fed’s Waller: Fasten Your Seatbelts, Milei’s Prosperity Mandate for Argentina
| Global Reports
Nov 20, 2023 Milei’s Mandate for Prosperity in Argentina
Oct 24, 2023 Rally on Delayed Invasion; A Pragmatic Peronist for Argentina?
Oct 09, 2023 War on Gaza
| Recommended Readings
Dec 08, 2023 Taibbi: Beltway Echoes of Desperation on Ukraine
Nov 13, 2023 Joe Biden`s Political Bottom?
Oct 30, 2023 Shuster`s Ukraine Dispatch: "Even With All the Weapons, We Don’t Have the Men"
Oct 20, 2023 The GOP Factions Opposed to Speaker Jordan
Oct 12, 2023 Banking Relief for “Trapped Assets”?
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?
| Supply-Side Portfolio
Aug 23, 2023 HCMT: Our View on the UST 10-Year Yield
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