Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
Jan 25, 2021 Newsom`s Looming Recall Challenge
Jan 21, 2021 BWR`s January 2021 Monthly Macro Review
Jan 19, 2021 Trump`s Exit & McConnell`s Gambit
Global Reports
Nov 23, 2020 The Great China Reset at the Dawn of the Biden Era
Oct 28, 2020 Anglosphere Notes: Lockdown Mania Returns, Will US Be Exempt?
Oct 19, 2020 India and Its Post-Covid Future
Recommended Readings
Jan 10, 2021 America`s Centrist Tendencies
Dec 18, 2020 Cathie Wood: Ahead of the Curve
Dec 03, 2020 Brian Deese & Biden`s Climate Change Plans
Oct 15, 2020 Biden`s Laptop & BigTech Censorship
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  
January 2021 December 2020
November 2020 October 2020
September 2020 August 2020
July 2020 June 2020
May 2020 April 2020
March 2020 February 2020
January 2020

List all months since BWR inception