Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
Sep 15, 2021 Newsom`s Predictable Triumph
Sep 10, 2021 Biden: Get Vaccinated or Else
Sep 04, 2021 BWR Pol Rpt: Afghan Pullout; SCOTUS & Abortion; Newsom Saved; Ellzey Win; Dem Infra. Battle; Powell on the Bubble?
Global Reports
Aug 28, 2021 China`s Quest for an Olive-Shaped Society
Jun 08, 2021 Peru`s New President; Obrador`s Support Broadens; Israel After Bibi
Recommended Readings
Sep 12, 2021 Pinkerton: Five Hard Lessons from America`s Journey Since 9/11
Sep 09, 2021 Germany: SPD Outflanking Merkel`s CDU
Aug 03, 2021 Delta Variant in Israel: From Bad to Worse
Jul 30, 2021 RR: Fauci`s Serpentine Messaging & COVID`s Noble Lies
Jun 11, 2021 GOP Opportunity With Nonwhites
Jun 03, 2021 Rove: Yes, It’s Still the Economy, Stupid
Jun 02, 2021 COVID Class War
Supply-Side Portfolio
Jun 18, 2021 HCMT: Treasuries, Copper & Commodities
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
Domestic Market Report Global Market Report
Recommended Readings MSCI World Rankings
High Conviction Macro Trades US Election Watch
Global Political Calendar  
September 2021 August 2021
July 2021 June 2021
May 2021 April 2021
March 2021 February 2021
January 2021 December 2020
November 2020 October 2020
September 2020

List all months since BWR inception