Bretton Woods Research, LLC
A Macro Research & Forecasting Firm
Article DateArticle Title
Oct 04, 2024Seasonal Noise Unlikely to Derail Fed Easing
Oct 03, 2024Biden`s Foreign Policy, Netanyahu and Iran`s Oil
Oct 02, 2024Walz vs. Vance: A Clash of Unequals
Sep 23, 2024Sep. 2024 BWR Macro Review & Forecasts: Gold, Geopolitics, and Dollar Decline; Unintended Rate Cut Risks; Japan`s PM Race
Sep 18, 2024Fed Ease as Powell’s Commitment to "Not Fall Behind" Disappoints
Sep 16, 202450BPS or More?; Another ActBlue Shooter; Other Global Macro Dates
Sep 12, 2024Gold, Geopolitics, Sinking Dollar Demand?
Sep 11, 2024Harris Exceeds Expectations, Trump Fumes at Debate
Sep 08, 2024Market Signals as the Fed Allows Contraction
Sep 03, 2024BWR Pol Report: Post-Labor Day Realities of 2024 Elections
Aug 30, 2024Cooler PCE, Cooler Growth, and Market Strains
Aug 24, 2024BWR Pol Report: Democratic Convention Post-Mortem & RFK JR
Aug 22, 2024Aug. 2024 BWR Macro Review & Forecasts: Global Equity Volatility & Reluctant Fed Dovishness
Aug 22, 2024BLS Revision & Fed Technocrats
Aug 20, 2024Last Chance to Buy Bonds?
Aug 10, 2024Factors on the Margin: Negative Data, Consumer Concerns, Yen/Carry, Reluctant Dovishness, Geopolitics & Dashboard Signals
Aug 05, 2024Big Boy Panic Amid a Leaderless Unipower
Aug 02, 2024The R Word & September 18th: Scoping the Downside
Jul 31, 2024FOMC Confidence & Financial Easing; Trump’s Pitch to Blacks on Rates; Israeli Strikes
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
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