Bretton Woods Research, LLC

Latest Publications
Domestic Reports Sep 20, 2018 Treasury Outlook: Macro Tailwinds & November Elections Sep 17, 2018 FedWatch: Brainard, Bostic, Daly & the Yield Curve Sep 08, 2018 Elections Watch: Key Issues, Texas, Florida, & a Black Swan	Global Reports Sep 21, 2018 China: Beijing’s October Surprise on Tariffs? Sep 12, 2018 Idlib in Perspective Sep 04, 2018 Argentina`s Downward Spiral	Recommended Readings Sep 14, 2018 Trump`s Leadership & Woodward`s Fear Aug 28, 2018 Leaving Afghanistan? Aug 22, 2018 Manafort, Cohen & President Trump Aug 08, 2018 What Might Cause China to Blink on Trade? Jul 27, 2018 Democrats Divided as Republican Tailwind Strengthens Jul 19, 2018 Syria and the Helsinki Summit Jun 20, 2018 German Automakers Support Trump’s Zero-Tariff Gambit

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 2018	August 2018
July 2018	June 2018
May 2018	April 2018
March 2018	February 2018
January 2018	December 2017
November 2017	October 2017
September 2017
List all months since BWR inception

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