Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
Feb 28, 2024 Brief: McConnell`s Leadership Exit, Sooner Than November?
Feb 28, 2024 Biden`s Gaza Problem
Feb 21, 2024 BWR Pol Rep: Senate Outlook, Path to Compromise on Ukraine, Dems Losing Blacks and Hispanics, Mayorkas’ Impeachment and Immigration, Lawfare Backfire
Global Reports
Jan 25, 2024 Geopolitical Threats to the Market
Dec 30, 2023 Europe’s Political Calendar: 2023 Review & 2024 Preview Under Monetary Ease
Dec 19, 2023 Argentina’s Curious Devaluation Against the Backdrop of Fed Easing
Recommended Readings
Jan 24, 2024 Amateur Hour in DC: The Failure of Russian Sanctions
Dec 13, 2023 The Case for Front-Loading Rate Cuts
Dec 08, 2023 Taibbi: Beltway Echoes of Desperation on Ukraine
Nov 13, 2023 Joe Biden`s Political Bottom?
Supply-Side Portfolio
Jan 08, 2024 HCMT: Betting on Economic Deceleration
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  
February 2024 January 2024
December 2023 November 2023
October 2023 September 2023
August 2023 July 2023
June 2023 May 2023
April 2023 March 2023

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