Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
Apr 16, 2025 Gold $3350+/oz: Tariff Turmoil and Fed Negligence Gut the Dollar
Apr 09, 2025 Trump’s Trade War 2.0, Chapter III: China Hit with 125%, Others Get 90-Day Pause
Apr 04, 2025 Trump’s Trade War 2.0, Chapter Two: China Claps Back, Europe Seizes
Global Reports
Feb 24, 2025 Germany’s Unity Coalition Won’t Happen, Grand Coalition Likely
Feb 21, 2025 Brief: Will Germany’s Firewall Crumble on Sunday?
Jan 13, 2025 Austrian and German Politics: A Seismic Shift in Store for Europe?
Recommended Readings
Apr 15, 2025 A Kemp-Roth Moment: Hewitt’s Plan for a $3 Trillion Revenue Windfall
Apr 05, 2025 The Intellectual Blueprint Behind Trump’s Reciprocal Tariffs
Mar 31, 2025 Tariff Uncertainty or Devaluation by Design? Our Weak Dollar Problem
Mar 26, 2025 Hersh: Israel Prepares for Another Invasion
Mar 23, 2025 Lighthizer on China, April 2 Tariffs & Reviving the Working Class
Feb 25, 2025 Why Denmark`s Left Thrives Where America`s Stumbles
Feb 19, 2025 Jeffrey Sachs on America’s Foreign Policy Reset
Supply-Side Portfolio
Mar 03, 2025 HCMT Housekeeping Update: Raising Stops
Jan 31, 2025 Jan 2025 BWR Macro Review & Forecasts: 2025 Outlook, Bond Market Shifts, Trump at Davos, DeepSeek-R1, Mortgage Rates in the Crossfire, Canada & Germany
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  
April 2025 March 2025
February 2025 January 2025
December 2024 November 2024
October 2024 September 2024
August 2024 July 2024
June 2024 May 2024
April 2024

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