Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
May 18, 2022 PA Senate Race Too Close to Call; Governor’s Race Will Be Feisty
May 17, 2022 Fed Brief: Powell – We Need to See Slower Growth
May 13, 2022 ElectionsWatch: Wild One in PA`s GOP Senate Primary
Global Reports
May 18, 2022 Forcing a Russian Default, Fall of Mariupol, Cease Fire Talks & NATO Expansion
May 02, 2022 The Next Phase With Ukraine
Apr 29, 2022 Europe & Russia`s "Radioactive" Energy
Recommended Readings
May 04, 2022 The New Right?
Apr 14, 2022 Musk`s Hostile Takeover Bid for Twitter
Mar 23, 2022 Ferguson: Biden Is Making a Colossal Mistake on Ukraine
Mar 22, 2022 Ukraine & GOP Primaries
Mar 02, 2022 Foreign Policy Q&A With J. Mearsheimer on Ukraine
Feb 18, 2022 Taibbi on the Invasion That Wasn`t
Feb 09, 2022 Governor Murphy & the Blue State Pivot
Supply-Side Portfolio
Apr 19, 2022 HCMT Updates: Natural Gas, Ukraine, Yields & Sectors
Mar 10, 2022 HCMT Updates: Wheat, Oil, Greece & Regional Banking
Feb 28, 2022 HCMT: SWIFT Ban for Russia & Germany`s Big Shift
Feb 24, 2022 HCMT: Russia`s Move Into Ukraine, US Response, & Geopolitical Certainty
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  
May 2022 April 2022
March 2022 February 2022
January 2022 December 2021
November 2021 October 2021
September 2021 August 2021
July 2021 June 2021
May 2021

List all months since BWR inception