Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
Jan 09, 2018 2018 Outlook: Second Year of Trumponomics
Jan 04, 2018 Progress With North Korea?
Dec 13, 2017 Alabama, Tax Cut Negotiations, North Korea, The Fed
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
Jan 12, 2018 Trump on NAFTA, Korea, Immigration & Infrastructure
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
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  
January 2018 December 2017
November 2017 October 2017
September 2017 August 2017
July 2017 June 2017
May 2017 April 2017
March 2017 February 2017
January 2017

List all months since BWR inception