Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
Jan 18, 2025 Trump’s Return: Policy Roadmap & Cabinet Confirmation Takeaways
Jan 10, 2025 Labor Strength, Fed Pause, and the Case for Peaking Yields
Jan 08, 2025 Global Bond Yields: Duck, Duck, Duck, Goose!
Global Reports
Jan 13, 2025 Austrian and German Politics: A Seismic Shift in Store for Europe?
Jan 06, 2025 After Trudeau: Canada Ready for a Political Reset
Dec 16, 2024 Winds of Political Change Blow into Canada, Germany & France
Recommended Readings
Jan 21, 2025 Exposure and Forgiveness: Ruminations at the Beginning of Trump’s Second Term
Nov 20, 2024 Slashing Government Bloat Part of a Strong Dollar Scenario?
Nov 14, 2024 Gaetz as AG: Trump’s Boldest Move Yet?
Oct 29, 2024 Bezos Speaks: Something Is Clearly Not Working
Oct 01, 2024 Trump: My Plan to Make America Affordable Again – and Bring Back the American Dream
Supply-Side Portfolio
Jan 15, 2025 10-Year Peak Confirmed: Dovish Momentum Builds on Both Sides of the Atlantic & HCMT January Trade Ideas
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  
January 2025 December 2024
November 2024 October 2024
September 2024 August 2024
July 2024 June 2024
May 2024 April 2024
March 2024 February 2024
January 2024

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