Bretton Woods Research, LLC
A Macro Research & Forecasting Firm
Article DateArticle Title
Sep 22, 2023BWR Pol Rpt: Striking Auto Workers, Trump UAW Address, Biden`s Capacity
Sep 21, 2023Powell`s Long Pause Begins & Long Bond Yields Rise?
Sep 07, 20234.5% UST 10YR Yield Scenario With Outlooks on Yen, Yuan & Oil
Aug 31, 2023August Macro Review: In Focus - 4 Against Ukraine War & Biden, The Case for Long Bonds, Yen-Yuan Matters
Aug 24, 2023First GOP Debate Twofer: Trump Calmly Defiant, Vivek Soars, DeSantis Drops
Aug 05, 2023BWR Pol Rpt: GOP Debates, Trump Trial Dates, Biden-Harris Playbook
Jul 31, 2023July Macro Review: In Focus - Resilience of US Economy & the Biden Bull Market, Bullard’s Exit, France’s Riots
Jul 30, 2023Unpacking the Resilience of the US Economy & the Biden Bull Market
Jul 20, 2023Bullish as We Approach the Fed’s Last Hike of 2023
Jul 13, 2023Sub-3% CPI & Bullard’s Exit
Jul 06, 2023Rate Expectations, Unemployment, & the Pain Trade in Treasury Yields
Jun 28, 2023June Macro Review: In Focus - Biden’s Bull Market, Seven Allies of the Fed, Spain’s Elections
Jun 23, 2023BWR Pol Rpt: Summer Fireworks on Affirmative Action, Biden, Trump, RFK Jr., Newsom, and DeSantis
Jun 20, 2023Biden’s Bull Market on Eve of Powell’s Capitol Hill Testimony
Jun 09, 2023The Sullivan Doctrine: A Different Brand of US Diplomacy?
Jun 05, 2023Mixed Data Signals, But “Skip” Outlook Unchanged
May 31, 2023May Macro Review: Low Intensity Hawkishness, Debt Ceiling Deal, Turkey & Germany
May 25, 2023BWR Pol Rpt: Debt Ceiling Drama & DeSantis
May 19, 2023Powell Inadvertently Pumps Pause
May 11, 2023Slowcession Market & Low Intensity Hawkishness
May 04, 2023Rate Cuts to Follow Death of Regional Banks?
Apr 29, 2023April Macro Review - In Focus: Beige Book Gloom, Bullard’s Sanguine Scenario, Japan & Germany
Apr 27, 2023Sideways With a Fed Slowcession
Apr 24, 2023Carlson`s Exit at FoxNews
Apr 20, 2023BWR Pol Rpt: Gold; De-Dollarization; Trump & Ukraine; Discord Leaks; GOP Hopefuls; Biden & RFK Jr
Apr 19, 2023Sectors & Commodities Amid Open Mouth Hawkishness & Beige Book Gloom
Apr 07, 2023BWR Pol Rpt: Social Fissures; Elections Watch; Trump Indictment; MTG; Biden`s Corporatism, Debt Negotiations; TikTok Comes to DC
Apr 05, 2023Treasury Market Unconvinced by Fed Hawks
Apr 03, 2023This Week’s Indicators of Slowdown
Mar 28, 2023March Macro Review - In Focus: Until Something Breaks, Let’s Watch How Credit Tightening Plays Out