Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
Mar 24, 2025 Trump’s Long Form Four: Bessent, Lutnick, Lighthizer & Witkoff
Mar 19, 2025 FedWatch: Pause Amid Tariff Uncertainty, QT Pace Slows
Mar 13, 2025 Lutnick Delivers a Populist Bombshell: No Federal Taxes for Income Below $150K
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
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
Feb 10, 2025 Elite Passions, Populist Hatchets, & the Democratic Trap on Spending
Jan 21, 2025 Exposure and Forgiveness: Ruminations at the Beginning of Trump’s Second Term
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  
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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