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
Apr 23, 2024 Relief, Quiet Time, and PCE
Apr 19, 2024 Speaker Johnson`s Ukraine Gambit
Apr 15, 2024 Betting on More Biden Foreign Policy Chaos
| Global Reports
Mar 18, 2024 As Oil Creeps Higher, the BOJ Plans Normalization
Jan 25, 2024 Geopolitical Threats to the Market
Dec 30, 2023 Europe’s Political Calendar: 2023 Review & 2024 Preview Under Monetary Ease
| Recommended Readings
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
Jan 24, 2024 Amateur Hour in DC: The Failure of Russian Sanctions
| Supply-Side Portfolio
Jan 08, 2024 HCMT: Betting on Economic Deceleration
|
|
Links:
|