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Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Latest Publications
Domestic Reports
Jun 05, 2023 Mixed Data Signals, But “Skip” Outlook Unchanged
May 31, 2023 May Macro Review: Low Intensity Hawkishness, Debt Ceiling Deal, Turkey & Germany
May 25, 2023 BWR Pol Rpt: Debt Ceiling Drama & DeSantis
Global Reports
May 17, 2023 Turkey: Erdoğan’s Fiscal Journey to Go Full Circle, Despite Likely May 28th Victory?
May 12, 2023 Turkey: If Erdogan Loses on Sunday...
Mar 21, 2023 France: The Borne Sacrifice
Recommended Readings
May 02, 2023 Prosperity Requires a Stable Dollar
Apr 27, 2023 Ukraine-China & Path to Negotiations
Apr 07, 2023 Kudlow: Long Live King Dollar
Mar 19, 2023 The Fed Must Cut Rates, Now
Mar 11, 2023 Beijing Orchestrates Saudi Arabia-Iran Détente
Feb 25, 2023 David Sacks: Nuland Is the Fauci of Ukraine Crisis
Supply-Side Portfolio
May 31, 2023 HCMT: Trades in Anticipation of Fed “Skip” Day
Particular Pieces of Interest
White Papers and Essays
2017 Outlook: The Year of Trump -- 1/2017
2016 Outlook: On Verge of Deflationary Recession -- 1/2016
2015 Outlook -- 1/2015
 MSCI ACWI Outlook
MSCI EM: Review & Forecasts -- 9/2017
MSCI Developed: Tax Cuts in Norway, Denmark & Hong Kong -- 8/2017
2016 Global Outlook: By Region & Major Countries -- 1/2016
High Convicton Macro Trades
HCMT Update: Raising Our Stop on Treasuries -- 2/2016
BoJ Goes NIRP; HCMT Update -- 1/2016
HCMT: Fed’s Policy Error = Today’s Opportunity -- 1/2016
 Global Political Calendar
2016 Global Outlook: By Region & Major Countries -- 1/2016
2013 Global Political Guide -- 2/2013
Run-Down of This Weekend`s European Elections -- 5/2012
Archive of Reports by Category Archive of Reports Listed Chronologically
Domestic Market Report Global Market Report
Recommended Readings MSCI World Rankings
High Conviction Macro Trades US Election Watch
Global Political Calendar  
June 2023 May 2023
April 2023 March 2023
February 2023 January 2023
December 2022 November 2022
October 2022 September 2022
August 2022 July 2022
June 2022

List all months since BWR inception

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