Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
Aug 11, 2022 Biden’s Golden Recession?
Aug 09, 2022 Best Way to Beat Trump: Bar Him from Running Again?
Aug 03, 2022 BWR Pol Rpt: Biden Victories; Recession Jitters; Manchin Pressure; Chips Act; McConnell Blunders; Biden Border Crisis; Pelosi in Taiwan; Primary Wrap
Global Reports
Jul 26, 2022 Why Lagarde Will Continue to Raise Rates in Euroland
Jun 30, 2022 As Russia “Defaults,” the West Heads for Contraction
Jun 21, 2022 Colombia: Gustavo Wins Only to Preside Over Contraction?
Recommended Readings
Jul 11, 2022 Mearsheimer: No Conceivable Conclusion to Ukraine War in Near Future
Jul 06, 2022 Keep an Eye on Glenn Youngkin
Jun 27, 2022 Trump & the Roe Decision
Jun 20, 2022 Putin’s Address to the 25th St. Petersburg Economic Forum
Jun 17, 2022 Biden’s Power Broker & a Post-Midterm Pivot
May 04, 2022 The New Right?
Apr 14, 2022 Musk`s Hostile Takeover Bid for Twitter
Supply-Side Portfolio
Apr 19, 2022 HCMT Updates: Natural Gas, Ukraine, Yields & Sectors
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  
August 2022 July 2022
June 2022 May 2022
April 2022 March 2022
February 2022 January 2022
December 2021 November 2021
October 2021 September 2021
August 2021

List all months since BWR inception