Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
Nov 08, 2024 FedWatch: Treasury Bulls in the Crosshairs?
Nov 06, 2024 Dawn of America`s Golden Age
Nov 01, 2024 Global Bond Selloff: All About Trump?
Global Reports
Sep 26, 2024 China`s 3-Day Stimulus Blitz
Aug 23, 2024 Global: Japan’s Switcheroo at the Top Amid BOJ Tightening
Aug 16, 2024 Global: UK`s Rachel Reeves - Faulty Approach to a Familiar Problem
Recommended Readings
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.’
Aug 15, 2024 Can Harris Keep Kamalamania Alive?
Aug 06, 2024 Teixeira: Walz Not That Good
Jul 30, 2024 Kamala Harris`s Working Class Problem
Jul 17, 2024 Trump-Vance: Double-Barreled Populism
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  
November 2024 October 2024
September 2024 August 2024
July 2024 June 2024
May 2024 April 2024
March 2024 February 2024
January 2024 December 2023
November 2023

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