Bretton Woods Research, LLC

Latest Publications
Domestic Reports Sep 22, 2020 BWR`s September 2020 Macro Review Sep 17, 2020 FedWatch: Powell May Never Raise Rates Again; Bond Yield Scenarios Sep 15, 2020 Trump’s Strengthening Tailwinds	Global Reports Sep 03, 2020 Suga Lines Up as Japan’s Post-Abe Premier Aug 31, 2020 Britain: Sunak’s Pickle Aug 21, 2020 UK`s Economy Looks to Get Out Covid-19 Jail	Recommended Readings Sep 18, 2020 Kashkari’s Dissent & the Expansion Aug 31, 2020 Gaming Out a Contested Election Aug 26, 2020 Victory Over Covid-19 Before a Vaccine Aug 17, 2020 Deep State vs. Trump`s Pick for Berlin Aug 03, 2020 Admonitions to a Stiff-Necked Elite Jul 31, 2020 Big Tech Hearing Breaks the Seal Jul 13, 2020 SCOTUS on Trump Tax Returns: Win, Lose or Draw?
Supply-Side Portfolio Jul 28, 2020 High Conviction Macro Trades With Higher Gold

Particular Pieces of Interest
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

September 2020	August 2020
July 2020	June 2020
May 2020	April 2020
March 2020	February 2020
January 2020	December 2019
November 2019	October 2019
September 2019
List all months since BWR inception

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