Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
Dec 13, 2017 Alabama, Tax Cut Negotiations, North Korea, The Fed
Dec 04, 2017 Tax Bill Update: On to Conference
Nov 30, 2017 The McCain Bump
Global Reports
Dec 16, 2017 Developed Markets: Review & Favorites for 2018
Nov 20, 2017 End of the Merkel Era?
Nov 06, 2017 Saudi Purge & Collision Course with Iran
Recommended Readings
Dec 16, 2017 Speaker Ryan Eyeing the Exits?
Dec 11, 2017 WTO Makeover?
Dec 05, 2017 More Insight into Goodfriend & the Fed’s Rate Debate
Nov 20, 2017 After Tax Cuts, Focus to Shift to Trade & China
Nov 16, 2017 Why Ron Johnson Is a No on Senate Bill
Nov 02, 2017 Ways & Means Talking Point on Tax Bill
Oct 25, 2017 What Most People Don`t Know about John Taylor
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  
December 2017 November 2017
October 2017 September 2017
August 2017 July 2017
June 2017 May 2017
April 2017 March 2017
February 2017 January 2017
December 2016

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