Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
Jun 13, 2024 Fed Complacency & Data Dependent Dovishness
Jun 12, 2024 Bullish CPI Before the Main Event
Jun 11, 2024 Tomorrow’s CPI, Treasury Volatility & FOMC
Global Reports
Jun 19, 2024 Après Macron: Tax Hikes & Austerity?
May 31, 2024 Global: Netherlands Edges Closer to Conservative Government; Claudia Sheinbaum: Mexico’s Julia Gillard?
May 24, 2024 Gold’s Retreat & Mideast Geopolitics; HCMT Update: NAIL
Recommended Readings
Jun 06, 2024 Putin on Biden, Trump & Political Infighting
May 14, 2024 Biden Promised Normal. Do Voters Want His Version of It?
May 12, 2024 SOTH Johnson on Trump, Bipartisanship, Abortion, & Ukraine
May 08, 2024 Laffer on the Fed, Taxes, the Deficit, and Trump’s Trade Policy
May 01, 2024 Time Interviews Trump
Mar 18, 2024 Shelton - Don`t Credit the Fed for Lower Inflation
Mar 15, 2024 Vance`s Vision: Trump, Foreign Policy, and the Path to National Renewal
Supply-Side Portfolio
May 17, 2024 HCMT: Trades for the Other End of the Fed’s Dual Mandate
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  
June 2024 May 2024
April 2024 March 2024
February 2024 January 2024
December 2023 November 2023
October 2023 September 2023
August 2023 July 2023
June 2023

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