Bretton Woods Research, LLC
A Macro Research & Forecasting Firm
Article DateArticle Title
Jul 26, 2024Obamas Now Back Kamala & FOMC Next Week
Jul 22, 2024Brief: Implications of the "Great Reset" of the Democratic Presidential Underway
Jul 21, 2024Brief: Biden Passes the Torch & Open Convention Prospects
Jul 20, 2024Trump-Vance: Review of the Republican National Convention
Jul 14, 2024Attempted Assassination of Trump & Revolution
Jul 11, 2024Easing Financial Conditions, Rising Gold & Political Uncertainty
Jul 06, 2024Nominal Market Rally & a Caretaker President Harris Scenario
Jul 01, 2024Rising Trifecta Odds, Oil & 10Yr Hawkishness
Jun 26, 2024BWR Pol Report: Debate Runup; Tariff Strategy; SCOTUS Decisions; Lawfare Blowback, Inflation, Polls & More
Jun 24, 2024Thursday’s Biden-Trump Slugfest & Friday’s PCE
Jun 13, 2024Fed Complacency & Data Dependent Dovishness
Jun 12, 2024Bullish CPI Before the Main Event
Jun 11, 2024Tomorrow’s CPI, Treasury Volatility & FOMC
Jun 04, 2024Softening Labor & Unenjoyment Friday
May 29, 2024More Flation Across the West Driving Yields Higher
May 03, 2024The Next Phase of Slowdown?
May 01, 2024FedWatch: Not Satisfied With Inflation, Focusing on Max Employment Goal
Apr 25, 2024Core PCE Price Index Catapults 10-Year Yield Higher
Apr 23, 2024Relief, Quiet Time, and PCE
Apr 19, 2024Speaker Johnson`s Ukraine Gambit
Apr 15, 2024Betting on More Biden Foreign Policy Chaos
Apr 10, 2024CPI & Bond Market Rout
Apr 08, 2024Geopolitics, Jobs & Oil at $100/bbl
Apr 01, 2024Monthly Macro Review & Forecasts: Sideways Market, Ever-Vigilant Fed, Japan Exits NIRP
Mar 30, 2024BWR Political Report: Donor Class vs Trump, Senate Developments, Biden’s Netanyahu Problem
Mar 27, 2024Ready for a Sideways Market?
Mar 20, 2024FedWatch: Powell’s “Careful” Pause Sparks Weak-Dollar Rally
Mar 13, 2024Higher Than Expected CPI, High Gold, High Alert for a Cooling Labor Market
Mar 08, 2024Biden’s SOTU Campaign Reset: Foreign Policy, Immigration, Economics
Mar 06, 2024Trump or Bust for the GOP
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