Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
Dec 19, 2024 Brief: Cramnibus Fail & Legislative Transparency in the Age of AI
Dec 18, 2024 FedWatch: Smaller Cut, Hammack’s Dissent, ’25 Battle Lines Form
Dec 11, 2024 Beyond Fed Metrics: Trump-Johnson Policymix, Middle East, Energy & Commodities
Global Reports
Dec 16, 2024 Winds of Political Change Blow into Canada, Germany & France
Dec 06, 2024 France: Macron Likely to Limp into 2025 Without New Budget & Markets Are Fine With It
Dec 03, 2024 South Korea’s Bearish Second Half Devolves Into Political Crisis
Recommended Readings
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
Sep 23, 2024 Amid Trump’s Sun Belt Strength, NYT Hints: ‘It’s the Economy, Stupid.’
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  
December 2024 November 2024
October 2024 September 2024
August 2024 July 2024
June 2024 May 2024
April 2024 March 2024
February 2024 January 2024
December 2023

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