Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
May 16, 2018 Fed Factors: Yield Curve, Balance Sheet, 10-YR Yield
May 12, 2018 Shrinking Fed Latitude & Other Positives
May 08, 2018 The “Worst Deal Ever” and Fed Notes
Global Reports
May 23, 2018 Italian Yields Climb on Savona News
May 22, 2018 President Mattarella & the Decline in Italian Yields
May 18, 2018 Italy, Turkey, China Trade
Recommended Readings
May 22, 2018 Kashkari: Phillips Curve Flatness Triumph of Fed Policy?
May 14, 2018 Trump Tweets Cool Trade Tensions
May 11, 2018 Mexico’s Populist Seeking a Political Majority
May 09, 2018 Mexico`s Populist
May 02, 2018 What Does Mohammed Bin Salman Want?
Apr 26, 2018 Kanye West & the Democratic Problem
Apr 13, 2018 Kudlow: Growth’s Happy Warrior at the White House
Supply-Side Portfolio
Apr 13, 2018 HCMT: Oil & Nasdaq 100
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  
May 2018 April 2018
March 2018 February 2018
January 2018 December 2017
November 2017 October 2017
September 2017 August 2017
July 2017 June 2017
May 2017

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