Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
Aug 07, 2018 Ohio Special Election: Kasich`s Old District in the Balance
Jul 30, 2018 $100bn Capital Gains “Tax Cut”: Could It Happen?
Jul 25, 2018 Trump vs the Fed, Part II
Global Reports
Aug 10, 2018 Turkey: Sanctions Panic, Weak Lira Fix Eludes
Aug 03, 2018 Pakistan Under Khan: First Thoughts
Jul 13, 2018 Russia: Growth Outlook Dims; Trump Summit
Recommended Readings
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
Jun 05, 2018 The Overseas Expansion of Chinese Steel & Tariffs
May 31, 2018 Left-Right Coalition May Get Second Crack in Italy
May 22, 2018 Kashkari: Phillips Curve Flatness Triumph of Fed Policy?
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  
August 2018 July 2018
June 2018 May 2018
April 2018 March 2018
February 2018 January 2018
December 2017 November 2017
October 2017 September 2017
August 2017

List all months since BWR inception