Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
Dec 06, 2021 BWR Political Report: Kamala; Democratic & GOP Benches; SCOTUS on Abortion; Omicron; 2022 Gubernatorial Stakes; NY GOP Gubernatorial Primary; Odds & Polls
Dec 02, 2021 BBB Fizzling Out?, Biden vs DeSantis on COVID, Fed Tempo Check
Nov 18, 2021 Nov Macro Review: VA & NJ Elections, Manchin-Sinema Rally, BBB, Biden Mandate, Taiwan, Bullard, HCMT Review, EU Lockdowns & CDU’s Post-Merkel Dawn
Global Reports
Nov 29, 2021 Omigosh Variant, Swiss Referenda, Germany`s New Coalition Pact
Nov 12, 2021 Europe`s New Lockdowns & Vaccine Push; CDU`s Second Life?
Aug 28, 2021 China`s Quest for an Olive-Shaped Society
Recommended Readings
Nov 17, 2021 Ukraine and Taiwan: Act I, Cold War II
Oct 26, 2021 Manchin Kills IRS Snoop Scheme & Other Risk-on Developments
Oct 12, 2021 Biden`s China Policy & the Search for a Coherent Framework
Sep 30, 2021 Manchin`s Deal
Sep 22, 2021 Walt: AUKUS Dominoes Are Just Starting to Fall
Sep 12, 2021 Pinkerton: Five Hard Lessons from America`s Journey Since 9/11
Sep 09, 2021 Germany: SPD Outflanking Merkel`s CDU
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  
December 2021 November 2021
October 2021 September 2021
August 2021 July 2021
June 2021 May 2021
April 2021 March 2021
February 2021 January 2021
December 2020

List all months since BWR inception