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Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Latest Publications
Domestic Reports
Sep 18, 2024 Fed Ease as Powell’s Commitment to "Not Fall Behind" Disappoints
Sep 16, 2024 50BPS or More?; Another ActBlue Shooter; Other Global Macro Dates
Sep 12, 2024 Gold, Geopolitics, Sinking Dollar Demand?
Global Reports
Aug 23, 2024 Global: Japan’s Switcheroo at the Top Amid BOJ Tightening
Aug 16, 2024 Global: UK`s Rachel Reeves - Faulty Approach to a Familiar Problem
Jun 19, 2024 Après Macron: Tax Hikes & Austerity?
Recommended Readings
Aug 15, 2024 Can Harris Keep Kamalamania Alive?
Aug 06, 2024 Teixeira: Walz Not That Good
Jul 30, 2024 Kamala Harris`s Working Class Problem
Jul 17, 2024 Trump-Vance: Double-Barreled Populism
Jun 28, 2024 Post-Debate Panic & the Desperate Plan to Replace Biden
Jun 06, 2024 Putin on Biden, Trump & Political Infighting
Particular Pieces of Interest
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
Archive of Reports by Category Archive of Reports Listed Chronologically
Domestic Market Report Global Market Report
Recommended Readings MSCI World Rankings
High Conviction Macro Trades US Election Watch
Global Political Calendar  
September 2024 August 2024
July 2024 June 2024
May 2024 April 2024
March 2024 February 2024
January 2024 December 2023
November 2023 October 2023
September 2023

List all months since BWR inception

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