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
Feb 28, 2024 Brief: McConnell`s Leadership Exit, Sooner Than November?
Feb 28, 2024 Biden`s Gaza Problem
Feb 21, 2024 BWR Pol Rep: Senate Outlook, Path to Compromise on Ukraine, Dems Losing Blacks and Hispanics, Mayorkas’ Impeachment and Immigration, Lawfare Backfire
Global Reports
Jan 25, 2024 Geopolitical Threats to the Market
Dec 30, 2023 Europe’s Political Calendar: 2023 Review & 2024 Preview Under Monetary Ease
Dec 19, 2023 Argentina’s Curious Devaluation Against the Backdrop of Fed Easing
Recommended Readings
Jan 24, 2024 Amateur Hour in DC: The Failure of Russian Sanctions
Dec 13, 2023 The Case for Front-Loading Rate Cuts
Dec 08, 2023 Taibbi: Beltway Echoes of Desperation on Ukraine
Nov 13, 2023 Joe Biden`s Political Bottom?
Supply-Side Portfolio
Jan 08, 2024 HCMT: Betting on Economic Deceleration