Bretton Woods Research, LLC
A Macro Research Firm

Domestic Reports
Mar 27, 2017 Hard to be Pessimistic about Taxes
Mar 21, 2017 Trump’s Healthcare Setback
Mar 17, 2017 Fed Hike, China Tax Cuts, Dutch Elections & EU Outlook
Global Reports
Mar 24, 2017 India Moves Closer to GST Unification
Mar 22, 2017 Insights from 1st French Presidential Debate
Mar 13, 2017 Opportunity in the Philippines
Recommended Readings
Mar 25, 2017 York: 14 Lessons From Ryancare Debacle
Mar 24, 2017 Trump’s Doubts about Ryan Grow
Mar 20, 2017 Academia Shifting on Free Trade
Mar 15, 2017 Trump Must Lead Congress, Not Be Led by It
Feb 07, 2017 Kashkari: No Reason to Raise Rates?
Feb 06, 2017 Gilder: Trump Right on Trade; Durable Fix Begins With Money
Feb 03, 2017 Coming Clash With Iran?
Supply-Side Portfolio
Feb 01, 2017 HCMT Update: Cocoa, Russia & the Yen
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 World Ranking/Global Outlook
2016 Global Outlook: By Region & Major Countries -- 1/2016
MSCI Rankings: February 2015 Issue -- 2/2015
MSCI Rankings: June 2014 Issue -- 6/2014
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  
March 2017 February 2017
January 2017 December 2016
November 2016 October 2016
September 2016 August 2016
July 2016 June 2016
May 2016 April 2016
March 2016

List all months since BWR inception