Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
Oct 16, 2019 Dem Debate IV: Impeachment, Tax Hikes, Healthcare Reform
Oct 11, 2019 US-China, Brexit Progress, Treasuries & Fed Posture
Oct 07, 2019 Syria: Trump vs. the Beltway, Again
Global Reports
Oct 20, 2019 Canada Elections - Trudeau Looking at New Coalition Government
Oct 05, 2019 Global Brief: Austria – Kurz in Command
Oct 03, 2019 Brexit Progress & Draghi`s Sunset
Recommended Readings
Oct 17, 2019 Brexit Math
Oct 16, 2019 How Trump`s Right on Syria
Oct 09, 2019 The Manifold Risks With China
Sep 27, 2019 Time to Restrict China`s Access to US Capital?
Sep 10, 2019 Undeclared Bidding War on Iran?
Sep 03, 2019 The Brain Behind Boris?
Aug 28, 2019 Brexit Politics: Queen Agrees to Suspend Parliament
Supply-Side Portfolio
Oct 02, 2019 HCMT Note: Treasuries
Sep 20, 2019 HCMT: Upside to India`s Big Bang
Jul 31, 2019 HCMT: The Case for Turkey
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  
October 2019 September 2019
August 2019 July 2019
June 2019 May 2019
April 2019 March 2019
February 2019 January 2019
December 2018 November 2018
October 2018

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