Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
Mar 27, 2024 Ready for a Sideways Market?
Mar 20, 2024 FedWatch: Powell’s “Careful” Pause Sparks Weak-Dollar Rally
Mar 13, 2024 Higher Than Expected CPI, High Gold, High Alert for a Cooling Labor Market
Global Reports
Mar 18, 2024 As Oil Creeps Higher, the BOJ Plans Normalization
Jan 25, 2024 Geopolitical Threats to the Market
Dec 30, 2023 Europe’s Political Calendar: 2023 Review & 2024 Preview Under Monetary Ease
Recommended Readings
Mar 18, 2024 Shelton - Don`t Credit the Fed for Lower Inflation
Mar 15, 2024 Vance`s Vision: Trump, Foreign Policy, and the Path to National Renewal
Mar 11, 2024 This Is Your Brain...on Ozempic
Jan 24, 2024 Amateur Hour in DC: The Failure of Russian Sanctions
Dec 13, 2023 The Case for Front-Loading Rate Cuts
Dec 08, 2023 Taibbi: Beltway Echoes of Desperation on Ukraine
Supply-Side Portfolio
Jan 08, 2024 HCMT: Betting on Economic Deceleration
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  
March 2024 February 2024
January 2024 December 2023
November 2023 October 2023
September 2023 August 2023
July 2023 June 2023
May 2023 April 2023
March 2023

List all months since BWR inception