Bretton Woods Research, LLC
A Macro Research Firm

Domestic Reports
Jul 27, 2017 Brief: Tax Cut Progress
Jul 26, 2017 Risks for the Second Half
Jul 18, 2017 Forget “Repeal & Replace”, Forget “Tax Reform”
Global Reports
Jul 20, 2017 Foreign Policy Notes: Syria, Qatar, Korea
Jul 14, 2017 France: Macron Puts Growth First?
Jun 09, 2017 UK, France, Italy
Recommended Readings
Jul 27, 2017 Bannon’s Buffett Tax Gambit
Jul 17, 2017 Tax Cut Victory Before Labor Day
Jun 17, 2017 Kashkari: Why I Dissented Again
Jun 13, 2017 Buchanan: Are We Nearing Civil War?
Jun 09, 2017 Meadows Tries to Bury BAT With Austerity?
May 30, 2017 Reynolds: The Microeconomic Case For Corporate Tax Cuts
May 27, 2017 Bullard: Pump the Brakes on Rate Hikes
Supply-Side Portfolio
Jun 30, 2017 HCMT: Philippines & Its Pro-Growth Strongman?
May 19, 2017 HCMT: Brazil Up Big Today
May 18, 2017 HCMT: Crisis & Opportunity With Brazil
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  
July 2017 June 2017
May 2017 April 2017
March 2017 February 2017
January 2017 December 2016
November 2016 October 2016
September 2016 August 2016
July 2016

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