Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
Jul 14, 2018 Elections Watch: House Outlook, Anti-Pelosi Push & GOP Austerians
Jul 10, 2018 Q & A: Supply-Siders for Tariffs, Flaws in China’s Tax Cuts, Japan Concerns
Jul 03, 2018 Powell, the Dollar & Kudlow
Global Reports
Jul 13, 2018 Russia: Growth Outlook Dims; Trump Summit
Jul 13, 2018 UK: May’s Soft-Exit Plan - DOA?
Jul 05, 2018 Is China Running Out of Options?
Recommended Readings
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?
May 14, 2018 Trump Tweets Cool Trade Tensions
May 11, 2018 Mexico’s Populist Seeking a Political Majority
May 09, 2018 Mexico`s Populist
Supply-Side Portfolio
Apr 13, 2018 HCMT: Oil & Nasdaq 100
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  
July 2018 June 2018
May 2018 April 2018
March 2018 February 2018
January 2018 December 2017
November 2017 October 2017
September 2017 August 2017
July 2017

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