Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
Feb 14, 2018 Inflation Rally
Feb 12, 2018 The Fed vs Trump, Part I
Feb 09, 2018 “Small Potatoes”
Global Reports
Feb 01, 2018 Emerging Market Outlook: Best and Worst Countries for 2018
Jan 18, 2018 Reunified North and South Korea?
Dec 16, 2017 Developed Markets: Review & Favorites for 2018
Recommended Readings
Feb 16, 2018 Germany’s Uncertain Political Future
Jan 31, 2018 Trump’s SOTU: All Chips on the Midterms
Jan 22, 2018 The Economy: Harbinger of Republican Victory in November?
Jan 19, 2018 Regulatory Relief Beyond Mulvaney
Jan 12, 2018 Trump on NAFTA, Korea, Immigration & Infrastructure
Dec 16, 2017 Speaker Ryan Eyeing the Exits?
Dec 11, 2017 WTO Makeover?
Supply-Side Portfolio
Feb 16, 2018 High Conviction Macro Trades: ETFs for of the New Powell Fed
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 2018 January 2018
December 2017 November 2017
October 2017 September 2017
August 2017 July 2017
June 2017 May 2017
April 2017 March 2017
February 2017

List all months since BWR inception